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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 141 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 LXRX LEXICON PHARMACEUTICALS INC Healthcare 1,199,632.0 $1.9M 0.00% +562K +88.2% $1.56 +28.8%
2802 NGG NATIONAL GRID PLC Utilities 22,100.0 $1.9M 0.00% -14K -39.5% $84.60 -6.1%
2803 NECB NORTHEAST CMNTY BANCORP INC Financial Services 78,555.0 $1.9M 0.00% +9K +13.5% $23.80 +8.2%
2804 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 24,200.0 $1.9M 0.00% +19K +332.1% $77.13 +4.4%
2805 WS WORTHINGTON STL INC Basic Materials 61,300.0 $1.9M 0.00% NEW $30.35 +34.2%
2806 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 169,527.0 $1.9M 0.00% -146K -46.3% $10.97 -10.8%
2807 AVD AMERICAN VANGUARD CORP Basic Materials 746,189.0 $1.9M 0.00% +437K +141.7% $2.49 +6.4%
2808 BFS SAUL CTRS INC Real Estate 57,023.0 $1.9M 0.00% +29K +106.1% $32.58 +10.6%
2809 LVHD LEGG MASON ETF INVT 43,600.0 $1.9M 0.00% NEW $42.56 +1.0%
2810 ACNB ACNB CORP Financial Services 38,594.0 $1.8M 0.00% +21K +115.1% $47.87 +19.5%
2811 BUZZ VANECK ETF TRUST 64,200.0 $1.8M 0.00% NEW $28.77 +32.1%
2812 PTCT PTC THERAPEUTICS INC Healthcare 27,110.0 $1.8M 0.00% +3K +11.5% $68.13 +15.9%
2813 FUL FULLER H B CO Basic Materials 29,932.0 $1.8M 0.00% -38K -56.3% $61.68 +5.2%
2814 MDT CALL MEDTRONIC PLC Healthcare 21,300.0 $1.8M 0.00% +3K +13.9% $86.65 -8.4%
2815 PUT BUNGE GLOBAL SA 14,500.0 $1.8M 0.00% +3K +28.3% $127.20
2816 GBX GREENBRIER COS INC Industrials 34,982.0 $1.8M 0.00% +21K +154.6% $52.65 -5.6%
2817 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 176,632.0 $1.8M 0.00% -85K -32.4% $10.42 +33.1%
2818 PEGA PEGASYSTEMS INC Technology 43,240.0 $1.8M 0.00% -3K -5.7% $42.56 -29.3%
2819 SMDV PROSHARES TR 26,700.0 $1.8M 0.00% $68.79 +8.6%
2820 STARRY SEA ACQUISITION CORP 181,250.0 $1.8M 0.00% $10.13
Page 141 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%