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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 85 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AGCO AGCO CORP Industrials 50,597.0 $5.3M 0.01% NEW $104.32 +9.0%
1682 NUS NU SKIN ENTERPRISES INC Consumer Defensive 548,670.0 $5.3M 0.01% NEW $9.62 -47.8%
1683 CRGY CRESCENT ENERGY COMPANY Energy 628,407.0 $5.3M 0.01% NEW $8.39 +24.4%
1684 ICLR ICON PLC Healthcare 28,900.0 $5.3M 0.01% NEW $182.22 -19.9%
1685 TSAKOS ENERGY NAVIGATION LTD 234,429.0 $5.3M 0.01% NEW $22.42
1686 ANDRETTI ACQUISITION CORP II 500,000.0 $5.3M 0.01% NEW $10.51
1687 ENTERGY CORP NEW 56,749.0 $5.2M 0.01% NEW $92.43
1688 ALDF ALDEL FINL II INC Financial Services 500,000.0 $5.2M 0.01% NEW $10.49 +1.8%
1689 LAUNCH TWO ACQUISITION CORP. 500,000.0 $5.2M 0.01% NEW $10.48
1690 GUESS INC 5,290,000.0 $5.2M 0.01% NEW $0.99
1691 WMT PUT WALMART INC Consumer Defensive 47,000.0 $5.2M 0.01% NEW $111.41 +5.2%
1692 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 19,000.0 $5.2M 0.01% NEW $275.39 +288.6%
1693 MP CALL MP MATERIALS CORP Basic Materials 103,500.0 $5.2M 0.01% NEW $50.52 +20.5%
1694 AGX ARGAN INC Industrials 16,671.0 $5.2M 0.01% NEW $313.32 +135.8%
1695 RJF RAYMOND JAMES FINL INC Financial Services 32,504.0 $5.2M 0.01% NEW $160.59 -2.9%
1696 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 217,200.0 $5.2M 0.01% NEW $24.02 +97.4%
1697 WAFD WAFD INC Financial Services 162,690.0 $5.2M 0.01% NEW $32.03 +13.9%
1698 MTA METALLA RTY & STREAMING LTD Basic Materials 669,055.0 $5.2M 0.01% NEW $7.78 -4.5%
1699 EGP EASTGROUP PPTYS INC Real Estate 29,200.0 $5.2M 0.01% NEW $178.14 +12.3%
1700 IONQ PUT IONQ INC Technology 115,900.0 $5.2M 0.01% NEW $44.87 +26.0%
Page 85 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%