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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 86 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 PLUM ACQUISITION CORP IV 498,437.0 $5.2M 0.01% NEW $10.43
1702 SON SONOCO PRODS CO Consumer Cyclical 118,464.0 $5.2M 0.01% NEW $43.64 +16.1%
1703 PYPL PAYPAL HLDGS INC Financial Services 88,418.0 $5.2M 0.01% NEW $58.38 -27.2%
1704 TWI TITAN INTL INC ILL Industrials 658,568.0 $5.2M 0.01% NEW $7.83 -3.3%
1705 BY BYLINE BANCORP INC Financial Services 176,553.0 $5.1M 0.01% NEW $29.15 +20.6%
1706 AES AES CORP Utilities 358,700.0 $5.1M 0.01% NEW $14.34 +2.0%
1707 PCVX VAXCYTE INC Healthcare 111,310.0 $5.1M 0.01% NEW $46.14 +11.5%
1708 NABL N-ABLE INC Technology 685,851.0 $5.1M 0.01% NEW $7.48 -59.1%
1709 FISI FINANCIAL INSTNS INC Financial Services 163,527.0 $5.1M 0.01% NEW $31.17 +19.9%
1710 ABBV PUT ABBVIE INC Healthcare 22,300.0 $5.1M 0.01% NEW $228.49 -5.3%
1711 MCK MCKESSON CORP Healthcare 6,198.0 $5.1M 0.01% NEW $820.29 -8.5%
1712 MXL MAXLINEAR INC Technology 291,668.0 $5.1M 0.01% NEW $17.43 +409.2%
1713 HSTM HEALTHSTREAM INC Healthcare 219,555.0 $5.1M 0.01% NEW $23.07 +11.1%
1714 KODK EASTMAN KODAK CO Industrials 598,214.0 $5.1M 0.01% NEW $8.46 +11.1%
1715 BB BLACKBERRY LTD Technology 1,330,983.0 $5.0M 0.01% NEW $3.79 +121.1%
1716 DUOL CALL DUOLINGO INC Technology 28,700.0 $5.0M 0.01% NEW $175.50 -28.5%
1717 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 136,000.0 $5.0M 0.01% NEW $37.00 -12.2%
1718 RIOT RIOT PLATFORMS INC Financial Services 396,129.0 $5.0M 0.01% NEW $12.67 +121.8%
1719 V PUT VISA INC Financial Services 14,300.0 $5.0M 0.01% NEW $350.71 -6.7%
1720 CORPAY INC 16,659.0 $5.0M 0.01% NEW $300.93
Page 86 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%