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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 87 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 NBBK NB BANCORP INC Financial Services 252,845.0 $5.0M 0.01% NEW $19.82 +1.6%
1722 MQ MARQETA INC Technology 1,053,466.0 $5.0M 0.01% NEW $4.75 -18.3%
1723 SOLARIUS CAPITAL ACQU CORP 497,161.0 $5.0M 0.01% NEW $10.05
1724 SBSI SOUTHSIDE BANCSHARES INC Financial Services 164,347.0 $5.0M 0.01% NEW $30.39 +10.7%
1725 CNP CENTERPOINT ENERGY INC Utilities 130,124.0 $5.0M 0.01% NEW $38.34 +11.7%
1726 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 53,194.0 $5.0M 0.01% NEW $93.57 +8.6%
1727 SM SM ENERGY CO Energy 265,612.0 $5.0M 0.01% NEW $18.70 +45.1%
1728 UTZ UTZ BRANDS INC Consumer Defensive 478,481.0 $5.0M 0.01% NEW $10.38 -32.1%
1729 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 758,262.0 $5.0M 0.01% NEW $6.54 -23.5%
1730 ABEV AMBEV SA Consumer Defensive 2,004,169.0 $5.0M 0.01% NEW $2.47 +26.3%
1731 ABSI ABSCI CORPORATION Healthcare 1,418,416.0 $5.0M 0.01% NEW $3.49 +112.3%
1732 SIBN SI-BONE INC Healthcare 250,916.0 $4.9M 0.01% NEW $19.72 -19.7%
1733 JACS JACKSON ACQUISITION CO II Financial Services 474,821.0 $4.9M 0.01% NEW $10.42 +2.2%
1734 CIEN CIENA CORP Technology 21,101.0 $4.9M 0.01% NEW $233.87 +83.1%
1735 FET FORUM ENERGY TECHNOLOGIES IN Energy 133,323.0 $4.9M 0.01% NEW $36.95 +39.4%
1736 ENVA ENOVA INTL INC Financial Services 31,329.0 $4.9M 0.01% NEW $157.20 +28.8%
1737 UAA UNDER ARMOUR INC Consumer Cyclical 990,349.0 $4.9M 0.01% NEW $4.97 +21.9%
1738 CEG PUT CONSTELLATION ENERGY CORP Utilities 13,900.0 $4.9M 0.01% NEW $353.27 -22.4%
1739 KURA KURA ONCOLOGY INC Healthcare 471,794.0 $4.9M 0.01% NEW $10.39 -4.4%
1740 PSTL POSTAL REALTY TRUST INC Real Estate 303,254.0 $4.9M 0.01% NEW $16.14 +41.2%
Page 87 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%