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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 118 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 278,286.0 $2.3M 0.00% NEW $8.17 -4.7%
2342 LXFR LUXFER HLDGS PLC Industrials 167,932.0 $2.3M 0.00% NEW $13.53 +41.0%
2343 RGLD ROYAL GOLD INC Basic Materials 10,219.0 $2.3M 0.00% NEW $222.29 -3.4%
2344 ZIP ZIPRECRUITER INC Industrials 581,955.0 $2.3M 0.00% NEW $3.90 -21.8%
2345 CLIMB BIO INC 566,712.0 $2.3M 0.00% NEW $4.00
2346 LEAPFROG ACQUISITION CORP 226,562.0 $2.3M 0.00% NEW $10.01
2347 DGII DIGI INTL INC Technology 52,233.0 $2.3M 0.00% NEW $43.29 +59.5%
2348 COLA COLUMBUS ACQUISITION CORP Financial Services 217,499.0 $2.3M 0.00% NEW $10.39 +2.5%
2349 VSMV VICTORY PORTFOLIOS II 40,831.0 $2.3M 0.00% NEW $55.27 +7.4%
2350 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 2,100,926.0 $2.2M 0.00% NEW $1.07 -43.4%
2351 ANIK ANIKA THERAPEUTICS INC Healthcare 233,808.0 $2.2M 0.00% NEW $9.61 +50.1%
2352 XGN EXAGEN INC Healthcare 368,250.0 $2.2M 0.00% NEW $6.08 -25.3%
2353 CO2 ENERGY TRANSITION CORP 217,499.0 $2.2M 0.00% NEW $10.29
2354 OKE ONEOK INC NEW Energy 30,440.0 $2.2M 0.00% NEW $73.50 +15.7%
2355 AEGON LTD 289,688.0 $2.2M 0.00% NEW $7.71
2356 BBH VANECK ETF TRUST 11,800.0 $2.2M 0.00% NEW $189.26 -0.9%
2357 LGLV SPDR SERIES TRUST 12,700.0 $2.2M 0.00% NEW $175.57 +1.4%
2358 CALL FORTINET INC 28,000.0 $2.2M 0.00% NEW $79.41
2359 LOW CALL LOWES COS INC Consumer Cyclical 9,200.0 $2.2M 0.00% NEW $241.16 -7.9%
2360 INGRAM MICRO HLDG CORP 103,945.0 $2.2M 0.00% NEW $21.34
Page 118 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%