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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 194 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 XMAX INC 15,895.0 $95K NEW $6.00
3862 MCN XAI MADISON EQUITY PREMIUM I Financial Services 15,572.0 $93K NEW $6.00 -6.0%
3863 AGAE ALLIED GAMING & ENTRTNMNT IN Communication Services 234,336.0 $92K NEW $0.39 +14.2%
3864 HLMN HILLMAN SOLUTIONS CORP Industrials 10,600.0 $92K NEW $8.66 -9.6%
3865 RCAT RED CAT HLDGS INC Technology 11,408.0 $90K NEW $7.93 +37.5%
3866 FHTX FOGHORN THERAPEUTICS INC Healthcare 16,600.0 $90K NEW $5.40 -25.7%
3867 NERV MINERVA NEUROSCIENCES INC Healthcare 22,294.0 $90K NEW $4.02 +8.7%
3868 ELECTROCORE INC 19,421.0 $87K NEW $4.48
3869 MULTISENSOR AI HOLDINGS INC 300,645.0 $87K NEW $0.29
3870 MILLENNIUM GROUP INTL HLDGS 69,194.0 $86K NEW $1.24
3871 MVIS MICROVISION INC DEL Technology 102,939.0 $85K NEW $0.83 -54.1%
3872 GALMED PHARMACEUTICALS LTD 112,147.0 $84K NEW $0.75
3873 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 72,172.0 $84K NEW $1.16 -32.3%
3874 TH TARGET HOSPITALITY CORP Industrials 10,394.0 $83K NEW $8.01 +137.5%
3875 BCG BINAH CAP GROUP INC Financial Services 28,780.0 $83K NEW $2.88 -44.4%
3876 UEIC UNIVERSAL ELECTRS INC Technology 22,849.0 $82K NEW $3.61 +9.7%
3877 LONA ATHIRA PHARMA INC Healthcare 10,746.0 $81K NEW $7.57 +4.1%
3878 NOTV INOTIV INC Healthcare 144,393.0 $81K NEW $0.56 -85.8%
3879 AIMD AINOS INC Healthcare 48,309.0 $79K NEW $1.64 +14.6%
3880 BFLY BUTTERFLY NETWORK INC Healthcare 20,437.0 $78K NEW $3.80 +48.7%
Page 194 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%