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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 84 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 INTA INTAPP INC Technology 117,417.0 $5.4M 0.01% NEW $45.82 -51.9%
1662 APEX TREAS CORP 543,750.0 $5.4M 0.01% NEW $9.89
1663 GRAF GLOBAL CORP 500,000.0 $5.4M 0.01% NEW $10.76
1664 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,500.0 $5.4M 0.01% NEW $2146.18 -3.5%
1665 CELH PUT CELSIUS HLDGS INC Consumer Defensive 117,200.0 $5.4M 0.01% NEW $45.74 -32.7%
1666 OKEANIS ECO TANKERS COR 158,340.0 $5.4M 0.01% NEW $33.84
1667 BC BRUNSWICK CORP Consumer Cyclical 72,053.0 $5.3M 0.01% NEW $74.24 +12.6%
1668 DIEBOLD NIXDORF INC 78,689.0 $5.3M 0.01% NEW $67.89
1669 IPAR INTERPARFUMS INC Consumer Defensive 62,868.0 $5.3M 0.01% NEW $84.83 +16.8%
1670 BKV BKV CORP Energy 196,393.0 $5.3M 0.01% NEW $27.15 -9.6%
1671 VFF VILLAGE FARMS INTL INC Consumer Defensive 1,460,417.0 $5.3M 0.01% NEW $3.65 -47.7%
1672 EBF ENNIS INC Industrials 295,157.0 $5.3M 0.01% NEW $18.01 +12.9%
1673 LIONHEART HOLDINGS 500,000.0 $5.3M 0.01% NEW $10.63
1674 CSLM DIGITA ASSET ACQ CORP I 532,249.0 $5.3M 0.01% NEW $9.95
1675 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 945,578.0 $5.3M 0.01% NEW $5.60 -1.1%
1676 SIM ACQUISITION CORP. I 500,000.0 $5.3M 0.01% NEW $10.59
1677 KOP KOPPERS HOLDINGS INC Basic Materials 195,438.0 $5.3M 0.01% NEW $27.08 +61.5%
1678 AN AUTONATION INC Consumer Cyclical 25,600.0 $5.3M 0.01% NEW $206.48 -8.6%
1679 QQQ PUT INVESCO QQQ TR Financial Services 8,600.0 $5.3M 0.01% NEW $614.31 +20.6%
1680 NIO INC 6,000,000.0 $5.3M 0.01% NEW $0.88
Page 84 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%