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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 175 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 SHEL CALL SHELL PLC Energy 5,000.0 $367K 0.00% NEW $73.48 +7.3%
3482 SHEL PUT SHELL PLC Energy 5,000.0 $367K 0.00% NEW $73.48 +7.3%
3483 HYG ISHARES TR 4,538.0 $366K 0.00% NEW $80.63 -0.8%
3484 XMVM INVESCO EXCHANGE TRADED FD T 5,700.0 $366K 0.00% NEW $64.16 +8.7%
3485 ETHO AMPLIFY ETF TR 5,600.0 $366K 0.00% NEW $65.30 +19.0%
3486 EVMN EVOMMUNE INC Healthcare 21,324.0 $365K 0.00% NEW $17.12 +24.8%
3487 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,960.0 $365K 0.00% NEW $73.58 +108.9%
3488 RRX PUT REGAL REXNORD CORPORATION Industrials 2,600.0 $365K 0.00% NEW $140.32 +61.6%
3489 CRESUD S A C I F Y A 28,834.0 $364K 0.00% NEW $12.63
3490 EATON VANCE TAX-ADVANTAGED G 11,995.0 $364K 0.00% NEW $30.35
3491 DASH DOORDASH INC Communication Services 1,607.0 $364K 0.00% NEW $226.48 -23.4%
3492 MUSA PUT MURPHY USA INC Consumer Cyclical 900.0 $363K 0.00% NEW $403.52 +36.6%
3493 BSX CALL BOSTON SCIENTIFIC CORP Healthcare 3,800.0 $362K 0.00% NEW $95.35 -52.5%
3494 FIVN CALL FIVE9 INC Technology 18,000.0 $361K 0.00% NEW $20.05 -3.2%
3495 EFSC ENTERPRISE FINL SVCS CORP Financial Services 6,680.0 $361K 0.00% NEW $54.00 +15.0%
3496 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 4,000.0 $360K 0.00% NEW $90.03 -5.3%
3497 PANL PANGAEA LOGISTICS SOLUTION L Industrials 52,306.0 $360K 0.00% NEW $6.88 +7.3%
3498 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 86,552.0 $359K 0.00% NEW $4.15 -3.9%
3499 LPLA CALL LPL FINL HLDGS INC Financial Services 1,000.0 $357K 0.00% NEW $357.17 -17.7%
3500 XITK SPDR SERIES TRUST 2,000.0 $357K 0.00% NEW $178.42 +7.6%
Page 175 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%