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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 122 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 XRN CHIRON REAL ESTATE INC Financial Services 93,134.0 $3.1M 0.00% +76K +439.8% $33.08 +6.0%
2422 BWB BRIDGEWATER BANCSHARES INC Financial Services 173,710.0 $3.1M 0.00% +44K +33.8% $17.70 +12.6%
2423 TREE LENDINGTREE INC Financial Services 71,443.0 $3.1M 0.00% +44K +159.2% $42.88 -14.4%
2424 BIO BIO RAD LABS INC Healthcare 10,988.0 $3.1M 0.00% NEW $278.75 +0.8%
2425 ECVT ECOVYST INC Basic Materials 238,003.0 $3.1M 0.00% NEW $12.86 +0.2%
2426 BFLY BUTTERFLY NETWORK INC Healthcare 757,206.0 $3.1M 0.00% +737K +3605.1% $4.04 +80.0%
2427 VMI VALMONT INDS INC Industrials 7,640.0 $3.1M 0.00% NEW $399.57 +45.9%
2428 DGICA DONEGAL GROUP INC Financial Services 177,642.0 $3.1M 0.00% +17K +10.2% $17.18 +1.9%
2429 HLX HELIX ENERGY SOLUTIONS GRP I Energy 308,343.0 $3.0M 0.00% NEW $9.89 -10.5%
2430 RDWR RADWARE LTD Technology 115,834.0 $3.0M 0.00% -12K -9.4% $26.32 +5.1%
2431 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 159,026.0 $3.0M 0.00% +22K +15.7% $19.15 -6.0%
2432 IJS ISHARES TR 25,700.0 $3.0M 0.00% -47K -64.8% $118.45 +12.3%
2433 SPSC SPS COMM INC Technology 54,676.0 $3.0M 0.00% +21K +63.8% $55.67 -1.5%
2434 MU CALL MICRON TECHNOLOGY INC Technology 9,000.0 $3.0M 0.00% -7K -43.8% $337.84 +258.6%
2435 DLTR DOLLAR TREE INC Consumer Defensive 27,760.0 $3.0M 0.00% -10K -26.2% $109.51 +4.0%
2436 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 310,952.0 $3.0M 0.00% +69K +28.3% $9.77 +9.5%
2437 NXT CALL NEXTPOWER INC Technology 25,200.0 $3.0M 0.00% +18K +265.2% $120.55 +7.1%
2438 LIVN LIVANOVA PLC Healthcare 47,727.0 $3.0M 0.00% -67K -58.4% $63.56 +23.8%
2439 PEP CALL PEPSICO INC Consumer Defensive 19,500.0 $3.0M 0.00% NEW $155.29 -9.4%
2440 OMER OMEROS CORP Healthcare 286,474.0 $3.0M 0.00% -238K -45.4% $10.56 -2.2%
Page 122 of 228  ·  4,546 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%