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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 79 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 FDIS FIDELITY COVINGTON TRUST 57,900.0 $5.9M 0.01% NEW $102.16 -0.0%
1562 MGNI MAGNITE INC Communication Services 363,412.0 $5.9M 0.01% NEW $16.23 +10.2%
1563 INSTALLED BLDG PRODS INC 22,700.0 $5.9M 0.01% NEW $259.39
1564 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 1,653,696.0 $5.9M 0.01% NEW $3.56 -23.3%
1565 AVGO PUT BROADCOM INC Technology 17,000.0 $5.9M 0.01% NEW $346.10 +18.9%
1566 QCRH QCR HOLDINGS INC Financial Services 70,578.0 $5.9M 0.01% NEW $83.30 +14.0%
1567 FTRE FORTREA HLDGS INC Healthcare 340,454.0 $5.9M 0.01% NEW $17.25 -11.2%
1568 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 442,209.0 $5.9M 0.01% NEW $13.28 +83.7%
1569 ITGR INTEGER HLDGS CORP Healthcare 74,864.0 $5.9M 0.01% NEW $78.43 +16.0%
1570 JBHT HUNT J B TRANS SVCS INC Industrials 30,200.0 $5.9M 0.01% NEW $194.34 +39.6%
1571 IBCP INDEPENDENT BK CORP MICH Financial Services 180,201.0 $5.9M 0.01% NEW $32.53 +5.5%
1572 KBWP INVESCO EXCH TRADED FD TR II 45,900.0 $5.8M 0.01% NEW $127.30 -5.4%
1573 CVX CHEVRON CORP NEW Energy 38,290.0 $5.8M 0.01% NEW $152.41 +13.9%
1574 EVRG EVERGY INC Utilities 80,491.0 $5.8M 0.01% NEW $72.49 +13.8%
1575 MMI MARCUS & MILLICHAP INC Real Estate 213,557.0 $5.8M 0.01% NEW $27.29 +7.4%
1576 NRIM NORTHRIM BANCORP INC Financial Services 218,794.0 $5.8M 0.01% NEW $26.61 -5.3%
1577 VMC VULCAN MATLS CO Basic Materials 20,400.0 $5.8M 0.01% NEW $285.22 +6.2%
1578 GTLB GITLAB INC Technology 154,968.0 $5.8M 0.01% NEW $37.53 -29.2%
1579 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 242,100.0 $5.8M 0.01% NEW $24.02 +97.4%
1580 TECHNIPFMC PLC 130,310.0 $5.8M 0.01% NEW $44.56
Page 79 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%