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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 60 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 WGO WINNEBAGO INDS INC Consumer Cyclical 228,187.0 $9.2M 0.01% NEW $40.52 -29.2%
1182 IAG IAMGOLD CORP Basic Materials 560,193.0 $9.2M 0.01% NEW $16.49 +2.4%
1183 CGBD CARLYLE SECURED LENDING INC Financial Services 737,400.0 $9.2M 0.01% NEW $12.49 -12.3%
1184 ADMA ADMA BIOLOGICS INC Healthcare 504,174.0 $9.2M 0.01% NEW $18.24 -54.4%
1185 AAOI APPLIED OPTOELECTRONICS INC Technology 263,616.0 $9.2M 0.01% NEW $34.86 +364.3%
1186 EAT BRINKER INTL INC Consumer Cyclical 64,028.0 $9.2M 0.01% NEW $143.52 +14.9%
1187 SPT SPROUT SOCIAL INC Technology 814,546.0 $9.2M 0.01% NEW $11.27 -41.9%
1188 RIOT PLATFORMS INC 8,100,000.0 $9.1M 0.01% NEW $1.13
1189 C PUT CITIGROUP INC Financial Services 78,000.0 $9.1M 0.01% NEW $116.69 +22.6%
1190 QBTS D-WAVE QUANTUM INC Technology 347,282.0 $9.1M 0.01% NEW $26.15 -5.6%
1191 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 396,213.0 $9.1M 0.01% NEW $22.92 +4.1%
1192 K&F GROWTH ACQUISITION CORP 876,886.0 $9.0M 0.01% NEW $10.32
1193 TFC TRUIST FINL CORP Financial Services 183,236.0 $9.0M 0.01% NEW $49.21 -1.8%
1194 OMER OMEROS CORP Healthcare 524,757.0 $9.0M 0.01% NEW $17.17 -40.1%
1195 GRPN GROUPON INC Communication Services 511,246.0 $9.0M 0.01% NEW $17.61 -8.1%
1196 SCL STEPAN CO Basic Materials 189,072.0 $9.0M 0.01% NEW $47.36 +13.9%
1197 CLEANSPARK INC 8,648,000.0 $8.9M 0.01% NEW $1.03
1198 HAL HALLIBURTON CO Energy 316,362.0 $8.9M 0.01% NEW $28.26 +23.6%
1199 PLTK PLAYTIKA HLDG CORP Technology 2,260,771.0 $8.9M 0.01% NEW $3.95 -11.6%
1200 MLPX GLOBAL X FDS 147,500.0 $8.9M 0.01% NEW $60.53 +19.4%
Page 60 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%