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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 183 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 ENB CALL ENBRIDGE INC Energy 5,500.0 $263K NEW $47.83 +13.9%
3642 CCLD CARECLOUD INC Healthcare 89,662.0 $262K NEW $2.92 -25.0%
3643 EBAY PUT EBAY INC. Consumer Cyclical 3,000.0 $261K NEW $87.10 +23.9%
3644 PALLADYNE AI CORP 61,312.0 $261K NEW $4.26
3645 AEHR PUT AEHR TEST SYS Technology 12,900.0 $260K NEW $20.19 +457.8%
3646 BKR PUT BAKER HUGHES COMPANY Energy 5,700.0 $260K NEW $45.54 +31.9%
3647 SIMO PUT SILICON MOTION TECHNOLOGY CO Technology 2,800.0 $260K NEW $92.70 +231.3%
3648 DOMH DOMINARI HOLDINGS INC Financial Services 52,422.0 $259K NEW $4.95 -36.4%
3649 COMSTOCK INC 68,807.0 $259K NEW $3.76
3650 PSNL PERSONALIS INC Healthcare 32,476.0 $259K NEW $7.96 +22.5%
3651 DUOT DUOS TECHNOLOGIES GROUP INC Technology 22,971.0 $258K NEW $11.25 +8.4%
3652 XOMA XOMA ROYALTY CORPORATION Healthcare 9,715.0 $258K NEW $26.59 +57.1%
3653 GNE GENIE ENERGY LTD Utilities 18,636.0 $257K NEW $13.78 +0.4%
3654 MRNA PUT MODERNA INC Healthcare 8,700.0 $257K NEW $29.49 +109.6%
3655 TRON TRON INC Consumer Cyclical 206,813.0 $256K NEW $1.24 +35.5%
3656 DVN CALL DEVON ENERGY CORP NEW Energy 7,000.0 $256K NEW $36.63 +16.2%
3657 HUM PUT HUMANA INC Healthcare 1,000.0 $256K NEW $256.13 +41.3%
3658 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 12,800.0 $256K NEW $20.00 +39.7%
3659 KKR CALL KKR & CO INC Financial Services 2,000.0 $255K NEW $127.48 -23.8%
3660 MRVL PUT MARVELL TECHNOLOGY INC Technology 3,000.0 $255K NEW $84.98 +240.7%
Page 183 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%