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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 179 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 STRL CALL STERLING INFRASTRUCTURE INC Industrials 1,000.0 $306K NEW $306.23 +183.8%
3562 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 3,400.0 $306K NEW $90.03 -5.9%
3563 CVX PUT CHEVRON CORP NEW Energy 2,000.0 $305K NEW $152.41 +13.3%
3564 OPUS GENETICS INC 151,312.0 $304K NEW $2.01
3565 NMR NOMURA HLDGS INC Financial Services 36,082.0 $303K NEW $8.39 +7.4%
3566 RFIL RF INDS LTD Industrials 52,327.0 $302K NEW $5.78 +192.9%
3567 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 143,221.0 $302K NEW $2.11 +7.3%
3568 W PUT WAYFAIR INC Consumer Cyclical 3,000.0 $301K NEW $100.41 -11.3%
3569 SEAT VIVID SEATS INC Communication Services 41,769.0 $301K NEW $7.21 -1.7%
3570 FANG CALL DIAMONDBACK ENERGY INC Energy 2,000.0 $301K NEW $150.33 +21.0%
3571 RVSB RIVERVIEW BANCORP INC Financial Services 59,801.0 $300K NEW $5.02 +13.0%
3572 MAZE MAZE THERAPEUTICS INC Healthcare 7,245.0 $300K NEW $41.43 -39.4%
3573 UPST PUT UPSTART HLDGS INC Financial Services 6,800.0 $297K NEW $43.73 -26.7%
3574 MBI MBIA INC Financial Services 41,450.0 $297K NEW $7.16 -15.6%
3575 DD DUPONT DE NEMOURS INC Basic Materials 7,371.0 $296K NEW $40.20 +18.5%
3576 SNOW SNOWFLAKE INC Technology 1,350.0 $296K NEW $219.36 +5.1%
3577 PXJ INVESCO EXCHANGE TRADED FD T 10,080.0 $296K NEW $29.35 +36.7%
3578 TRC TEJON RANCH CO Industrials 18,720.0 $295K NEW $15.77 +18.2%
3579 SUNPOWER INC 187,966.0 $295K NEW $1.57
3580 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 27,364.0 $294K NEW $10.75 +5.7%
Page 179 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%