SEC 13F Intelligence

Managers / Q1 2026

TWO SIGMA INVESTMENTS, LP

CIK 0001179392 · Part of the Two Sigma family · 100 AVENUE OF THE AMERICAS, 16TH FLOOR, NEW YORK, NY, 10013 · (212) 625-5700

Reported Value
$123.9B
Q1 2026
Positions
4,546
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Two Sigma Investments, Lp reported $123.9B in U.S.-listed holdings across 4,546 positions for Q1 2026.

Its largest position, NVDA, represents 1.6% of the portfolio.

Compared with Q4 2025, the fund opened 659 new positions and exited 451.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $25.5BQ4 ’18Q1 ’19: $30.8BQ2 ’19: $29.9BQ3 ’19: $29.7BQ4 ’19: $33.2BQ4 ’19Q1 ’20: $12.3BQ2 ’20: $20.2BQ3 ’20: $28.2BQ4 ’20: $34.9BQ4 ’20Q1 ’21: $38.4BQ2 ’21: $44.1BQ3 ’21: $44.7BQ4 ’21: $46.8BQ4 ’21Q1 ’22: $33.9BQ2 ’22: $30.3BQ3 ’22: $29.4BQ4 ’22: $31.85TQ4 ’22Q1 ’23: $35.0BQ2 ’23: $39.9BQ3 ’23: $37.2BQ4 ’23: $43.5BQ4 ’23Q1 ’24: $42.6BQ2 ’24: $43.9BQ3 ’24: $45.6BQ4 ’24: $45.9BQ4 ’24Q1 ’25: $46.8BQ2 ’25: $56.5BQ3 ’25: $67.2BQ4 ’25: $70.9BQ4 ’25Q1 ’26: $123.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 77.3%ETP: 6.9%Other: 6.3%REIT: 3.1%ADR: 2.9%Other: 3.5%
  • Common Stock · 77.3% · $95.8B
  • ETP · 6.9% · $8.6B
  • Other · 6.3% · $7.8B
  • REIT · 3.1% · $3.9B
  • ADR · 2.9% · $3.6B
  • Other · 3.5% · $4.3B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$123.9B4,546May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$70.9B4,041Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$67.2B3,628Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$56.5B3,150Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$46.8B3,162May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$45.9B3,161Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$45.6B3,085Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$43.9B2,989Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$42.6B2,986May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$43.5B3,116Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$37.2B2,928Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$39.9B2,967Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$35.0B2,921May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$31.85T2,767Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$29.4B2,432Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$30.3B2,444Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$33.9B2,540May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$46.8B4,189Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$44.7B4,175Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$44.1B3,960Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$38.4B3,749May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$34.9B3,275Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$28.2B3,013Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$20.2B2,881Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$12.3B2,994May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$33.2B3,595Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$29.7B3,391Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$29.9B3,271Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$30.8B2,965May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$25.5B2,907Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 13 additional managers.

  • TWO SIGMA EQUITY PORTFOLIO, LLC028-10704
  • TWO SIGMA SPECTRUM PORTFOLIO, LLC028-11144
  • Two Sigma Futures Portfolio, LLC028-16011
  • TWO SIGMA HORIZON PORTFOLIO, LLC028-15356
  • Two Sigma Equity Spectrum Portfolio, LLC028-20138
  • Two Sigma Blazar Portfolio, LLC028-23019
  • Two Sigma Navigator Portfolio, LLC028-23021
  • Two Sigma Venus Portfolio, LLC028-26707
  • TWO SIGMA ABSOLUTE RETURN PORTFOLIO, LLC028-15367
  • TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY PORTFOLIO, LLC028-15404
  • Two Sigma Active Extension U.S. Small Cap Equity Fund, LP028-15364
  • Two Sigma Equity Risk Premia Portfolio, LLC028-17346
  • Two Sigma World Core Fund, LP028-17350

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.