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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 81 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 URGN UROGEN PHARMA LTD Healthcare 241,213.0 $5.6M 0.01% NEW $23.42 +43.3%
1602 KD KYNDRYL HLDGS INC Technology 212,332.0 $5.6M 0.01% NEW $26.56 -58.6%
1603 SVCC STELLAR V CAP CORP Financial Services 543,750.0 $5.6M 0.01% NEW $10.37 +1.7%
1604 LGN LEGENCE CORP Industrials 130,864.0 $5.6M 0.01% NEW $43.04 +98.8%
1605 JNJ PUT JOHNSON & JOHNSON Healthcare 27,200.0 $5.6M 0.01% NEW $206.95 +10.4%
1606 MYGN MYRIAD GENETICS INC Healthcare 915,171.0 $5.6M 0.01% NEW $6.15 -26.2%
1607 SPRING VY ACQUISITION CORP I 554,070.0 $5.6M 0.01% NEW $10.15
1608 GTEN GORES HLDGS X INC Financial Services 548,419.0 $5.6M 0.01% NEW $10.25 +1.4%
1609 GABC GERMAN AMERN BANCORP INC Financial Services 143,412.0 $5.6M 0.01% NEW $39.18 +14.8%
1610 V CALL VISA INC Financial Services 16,000.0 $5.6M 0.01% NEW $350.71 -6.7%
1611 BMI BADGER METER INC Technology 32,158.0 $5.6M 0.01% NEW $174.41 -22.3%
1612 CRL CHARLES RIV LABS INTL INC Healthcare 28,105.0 $5.6M 0.01% NEW $199.48 -7.3%
1613 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 174,073.0 $5.6M 0.01% NEW $32.14 +6.3%
1614 QQEW FIRST TR EXCHANGE-TRADED FD 39,300.0 $5.6M 0.01% NEW $142.13 +10.3%
1615 TDIV FIRST TR EXCHANGE TRADED FD 57,676.0 $5.6M 0.01% NEW $96.84 +21.7%
1616 ALAB CALL ASTERA LABS INC Technology 33,500.0 $5.6M 0.01% NEW $166.36 +150.7%
1617 GLOBA TERRA ACQUISITION COR 551,616.0 $5.6M 0.01% NEW $10.10
1618 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 20,218.0 $5.6M 0.01% NEW $275.39 +288.6%
1619 CMI CUMMINS INC Industrials 10,894.0 $5.6M 0.01% NEW $510.45 +40.4%
1620 CUBI CUSTOMERS BANCORP INC Financial Services 76,050.0 $5.6M 0.01% NEW $73.12 +3.7%
Page 81 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%