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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 75 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 WOR WORTHINGTON ENTERPRISES INC Industrials 124,756.0 $6.4M 0.01% NEW $51.57 +17.1%
1482 SANA SANA BIOTECHNOLOGY INC Healthcare 1,579,705.0 $6.4M 0.01% NEW $4.07 -22.6%
1483 TLS TELOS CORP MD Technology 1,260,044.0 $6.4M 0.01% NEW $5.10 -11.4%
1484 THAYER VENTURES ACQ CORP II 634,375.0 $6.4M 0.01% NEW $10.12
1485 PRTA PROTHENA CORP PLC Healthcare 670,138.0 $6.4M 0.01% NEW $9.55 -6.5%
1486 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 24,942.0 $6.4M 0.01% NEW $256.03 -6.5%
1487 AXIOM INTELLIGENCE AC CORP 1 634,375.0 $6.4M 0.01% NEW $10.06
1488 CNOB CONNECTONE BANCORP INC Financial Services 243,345.0 $6.4M 0.01% NEW $26.22 +23.8%
1489 HFWA HERITAGE FINL CORP WASH Financial Services 269,492.0 $6.4M 0.01% NEW $23.65 +18.1%
1490 T1 ENERGY INC 5,000,000.0 $6.4M 0.01% NEW $1.27
1491 AWR AMER STATES WTR CO Utilities 87,651.0 $6.4M 0.01% NEW $72.48 +6.4%
1492 HOLOGIC INC 85,204.0 $6.3M 0.01% NEW $74.49
1493 FORM FORMFACTOR INC Technology 113,753.0 $6.3M 0.01% NEW $55.78 +168.1%
1494 FLQM FRANKLIN TEMPLETON ETF TR 112,600.0 $6.3M 0.01% NEW $56.26 +1.2%
1495 UEC URANIUM ENERGY CORP Energy 541,953.0 $6.3M 0.01% NEW $11.68 +2.8%
1496 HVMC HIGHVIEW MERGER CORP Financial Services 632,853.0 $6.3M 0.01% NEW $10.00 +1.5%
1497 VRE VERIS RESIDENTIAL INC Real Estate 425,261.0 $6.3M 0.01% NEW $14.88 +27.6%
1498 QQQM INVESCO EXCH TRADED FD TR II 25,000.0 $6.3M 0.01% NEW $252.92 +20.4%
1499 CRM SALESFORCE INC Technology 23,863.0 $6.3M 0.01% NEW $264.91 -42.7%
1500 CAMT CAMTEK LTD Technology 59,431.0 $6.3M 0.01% NEW $106.35 +83.5%
Page 75 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%