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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 196 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 ALTG ALTA EQUIPMENT GROUP INC Industrials 14,148.0 $65K NEW $4.60 +57.4%
3902 PALISADE BIO INC 27,640.0 $65K NEW $2.35
3903 AQUABOUNTY TECHNOLOGIES INC 69,789.0 $65K NEW $0.93
3904 CDXS CODEXIS INC Healthcare 39,804.0 $65K NEW $1.63 +52.1%
3905 SERA SERA PROGNOSTICS INC Healthcare 21,964.0 $65K NEW $2.95 -36.9%
3906 CGTX COGNITION THERAPEUTICS INC Healthcare 47,729.0 $64K NEW $1.35 -6.7%
3907 DARE BIOSCIENCE INC 33,036.0 $64K NEW $1.93
3908 ARAI ARRIVE AI INC Technology 24,227.0 $64K NEW $2.63 -81.5%
3909 SIGA SIGA TECHNOLOGIES INC Healthcare 10,400.0 $64K NEW $6.11 -29.6%
3910 WEST WESTROCK COFFEE CO Consumer Defensive 15,494.0 $63K NEW $4.07 +116.5%
3911 PASITHEA THERAPEUTICS CORP 48,773.0 $63K NEW $1.29
3912 BNGO BIONANO GENOMICS INC Healthcare 40,513.0 $62K NEW $1.53 -24.8%
3913 CNVS CINEVERSE CORP Communication Services 29,245.0 $62K NEW $2.11 +45.0%
3914 MOGO INC 56,633.0 $61K NEW $1.07
3915 ALAUNOS THERAPEUTICS INC 18,588.0 $60K NEW $3.23
3916 FG NEXUS INC. 21,780.0 $60K NEW $2.75
3917 LIXTE BIOTECHNOLOGY HLDGS IN 15,174.0 $60K NEW $3.93
3918 LINK INTERLINK ELECTRS INC Technology 15,242.0 $59K NEW $3.88 +10.1%
3919 AUTHID INC 67,076.0 $59K NEW $0.87
3920 DWSN DAWSON GEOPHYSICAL CO NEW Energy 37,416.0 $58K NEW $1.56 +183.3%
Page 196 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%