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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 83 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 JPM CALL JPMORGAN CHASE & CO. Financial Services 17,000.0 $5.5M 0.01% NEW $322.22 +0.9%
1642 CRANE HBR ACQUISITION CORP I 543,750.0 $5.5M 0.01% NEW $10.07
1643 CAL CALERES INC Consumer Cyclical 449,282.0 $5.5M 0.01% NEW $12.17 +8.0%
1644 MOS MOSAIC CO NEW Basic Materials 225,946.0 $5.4M 0.01% NEW $24.09 -4.9%
1645 SEM SELECT MED HLDGS CORP Healthcare 366,400.0 $5.4M 0.01% NEW $14.85 +11.4%
1646 MESHFLOW ACQUISITION CORP 543,750.0 $5.4M 0.01% NEW $10.00
1647 KARBON CAP PARTNERS CORP 539,186.0 $5.4M 0.01% NEW $10.06
1648 MCKINLEY ACQUISITION CORP 543,750.0 $5.4M 0.01% NEW $9.97
1649 IVVD INVIVYD INC Healthcare 2,191,900.0 $5.4M 0.01% NEW $2.47 -60.7%
1650 STC STEWART INFORMATION SVCS COR Financial Services 76,996.0 $5.4M 0.01% NEW $70.26 -5.4%
1651 MOOG INC 22,207.0 $5.4M 0.01% NEW $243.55
1652 EWW ISHARES INC 78,000.0 $5.4M 0.01% NEW $69.33 +11.5%
1653 NMFC NEW MTN FIN CORP Financial Services 586,617.0 $5.4M 0.01% NEW $9.21 -22.3%
1654 TRST TRUSTCO BK CORP N Y Financial Services 130,575.0 $5.4M 0.01% NEW $41.33 +26.4%
1655 LATA GALATA ACQUISITION CORP II Financial Services 543,750.0 $5.4M 0.01% NEW $9.92 +1.8%
1656 COFS CHOICEONE FINL SVCS INC Financial Services 182,564.0 $5.4M 0.01% NEW $29.52 +8.0%
1657 TMO THERMO FISHER SCIENTIFIC INC Healthcare 9,300.0 $5.4M 0.01% NEW $579.45 -19.8%
1658 VINE HILL CAP INVT CORP. 500,000.0 $5.4M 0.01% NEW $10.77
1659 KHC KRAFT HEINZ CO Consumer Defensive 222,000.0 $5.4M 0.01% NEW $24.25 -5.9%
1660 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 2,877,184.0 $5.4M 0.01% NEW $1.87 -25.1%
Page 83 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%