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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $70.9B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4041 New
Page 184 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 IPI INTREPID POTASH INC Basic Materials 9,181.0 $255K NEW $27.73 +26.4%
3662 JBIO JADE BIOSCIENCES INC Healthcare 16,496.0 $255K NEW $15.43 +9.3%
3663 NWSA NEWS CORP NEW Communication Services 9,732.0 $254K NEW $26.12 -0.5%
3664 NX QUANEX BLDG PRODS CORP Industrials 16,503.0 $254K NEW $15.38 +5.2%
3665 LIVE LIVE VENTURES INC Consumer Cyclical 17,145.0 $254K NEW $14.80 -35.5%
3666 FFA FIRST TR ENHANCED EQUITY INC Financial Services 11,482.0 $253K NEW $22.02 +1.6%
3667 REIT ALPS ETF TR 9,600.0 $252K NEW $26.27 +13.2%
3668 D CALL DOMINION ENERGY INC Utilities 4,300.0 $252K NEW $58.59 +16.1%
3669 SGMT SAGIMET BIOSCIENCES INC Healthcare 42,532.0 $252K NEW $5.92 +10.3%
3670 VVX V2X INC Industrials 4,600.0 $251K NEW $54.55 +59.5%
3671 RNGR RANGER ENERGY SVCS INC Energy 17,876.0 $250K NEW $13.98 +8.5%
3672 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 13,500.0 $250K NEW $18.50 -52.5%
3673 MRCC MONROE CAP CORP Financial Services 39,132.0 $249K NEW $6.37 -20.3%
3674 MTRN MATERION CORP Basic Materials 2,000.0 $249K NEW $124.32 +112.3%
3675 PRU PUT PRUDENTIAL FINL INC Financial Services 2,200.0 $248K NEW $112.88 -5.2%
3676 USLM UNITED STS LIME & MINERALS I Basic Materials 2,066.0 $247K NEW $119.74 -7.8%
3677 NGNE NEUROGENE INC Healthcare 11,991.0 $247K NEW $20.60 +49.5%
3678 LRN PUT STRIDE INC Consumer Defensive 3,800.0 $247K NEW $64.93 +29.8%
3679 UBER CALL UBER TECHNOLOGIES INC Technology 3,000.0 $245K NEW $81.71 -13.2%
3680 WCC PUT WESCO INTL INC Industrials 1,000.0 $245K NEW $244.64 +45.7%
Page 184 of 203  ·  4,041 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.3%
Financial Services 16.7%
Industrials 14.1%
Healthcare 12.8%
Consumer Cyclical 11.9%
Consumer Defensive 5.7%
Basic Materials 4.6%
Energy 4.2%
Communication Services 3.9%
Real Estate 3.7%