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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 70 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 ENERFLEX LTD 468,403.0 $7.2M 0.01% NEW $15.43
1382 SAIA SAIA INC Industrials 22,099.0 $7.2M 0.01% NEW $326.52 +33.3%
1383 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 2,160,019.0 $7.2M 0.01% NEW $3.34 -6.6%
1384 MRVL MARVELL TECHNOLOGY INC Technology 84,700.0 $7.2M 0.01% NEW $84.98 +265.5%
1385 AEHR AEHR TEST SYS Technology 355,574.0 $7.2M 0.01% NEW $20.19 +471.1%
1386 OTG ACQUISITION CORP. I 715,519.0 $7.2M 0.01% NEW $10.00
1387 DBI DESIGNER BRANDS INC Consumer Cyclical 960,798.0 $7.1M 0.01% NEW $7.43 -14.9%
1388 ZETA ZETA GLOBAL HOLDINGS CORP Technology 350,471.0 $7.1M 0.01% NEW $20.35 -7.1%
1389 ILMN ILLUMINA INC Healthcare 54,317.0 $7.1M 0.01% NEW $131.16 +23.5%
1390 TLN CALL TALEN ENERGY CORP Utilities 19,000.0 $7.1M 0.01% NEW $374.84 +16.4%
1391 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 227,821.0 $7.1M 0.01% NEW $31.21 +0.9%
1392 DNLI DENALI THERAPEUTICS INC Healthcare 430,177.0 $7.1M 0.01% NEW $16.51 +41.2%
1393 BDX BECTON DICKINSON & CO Healthcare 36,559.0 $7.1M 0.01% NEW $194.07 -25.8%
1394 ESAB ESAB CORPORATION Industrials 63,468.0 $7.1M 0.01% NEW $111.72 -4.9%
1395 WMT WALMART INC Consumer Defensive 63,527.0 $7.1M 0.01% NEW $111.41 +5.2%
1396 LIVN LIVANOVA PLC Healthcare 114,714.0 $7.1M 0.01% NEW $61.53 +27.6%
1397 ODDITY TECH LTD 175,350.0 $7.0M 0.01% NEW $40.18
1398 RECS COLUMBIA ETF TR I 172,500.0 $7.0M 0.01% NEW $40.84 +5.9%
1399 ENCORE CAP GROUP INC 6,415,000.0 $7.0M 0.01% NEW $1.10
1400 ABBV CALL ABBVIE INC Healthcare 30,800.0 $7.0M 0.01% NEW $228.49 -5.3%
Page 70 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%