TWO SIGMA INVESTMENTS, LP
NEW YORK NY · SEC CIK 0001179392
$1,381.18亿2026Q2 申报市值
5,017持仓数
8.3%前十大占比 · 第一大 1.1%
915 / 609新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTU 重新持有+$5.51亿
WFC 加仓+$4.70亿
BSX 加仓+$4.25亿
GS 加仓+$3.92亿
AMGN 加仓+$3.83亿
2026Q2 卖出最多 按季末市值估算
MU 减仓-$20.26亿
SNDK 减仓-$11.85亿
DELL 减仓-$10.26亿
NVDA 减仓-$9.90亿
GOOGL 减仓-$7.81亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -13,000 | -100.0% | -$559.38万 | 清仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $0 | 0.00% | 0 | -543,750 | -100.0% | -$556.80万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -533,400 | -100.0% | -$554.74万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -6,000,000 | -100.0% | -$540.91万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -106,348 | -100.0% | -$538.76万 | 清仓 |
| — | SIM ACQUISITION CORP. I | $0 | 0.00% | 0 | -500,000 | -100.0% | -$536.00万 | 清仓 |
| — | VINE HILL CAP INVT CORP. | $0 | 0.00% | 0 | -481,542 | -100.0% | -$529.70万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -45,600 | -100.0% | -$529.46万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看跌期权 | $0 | 0.00% | 0 | -8,900 | -100.0% | -$527.75万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -38,200 | -100.0% | -$514.36万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -68,938 | -100.0% | -$494.70万 | 清仓 |
| — | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -4,300,000 | -100.0% | -$492.35万 | 清仓 |
| FACT | FACT II ACQUISITION CORP | $0 | 0.00% | 0 | -464,728 | -100.0% | -$487.96万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -196,698 | -100.0% | -$486.24万 | 清仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -122,100 | -100.0% | -$479.49万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -30,993 | -100.0% | -$472.18万 | 清仓 |
| — | MOZAYYX ACQUISITION CORP | $0 | 0.00% | 0 | -473,062 | -100.0% | -$470.22万 | 清仓 |
| — | HCM IV ACQUISITION CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$454.48万 | 清仓 |
| — | BLEICHROEDER ACQUISITI CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$454.03万 | 清仓 |
| — | AVERIN CAP ACQUISITION CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$453.12万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -85,096 | -100.0% | -$438.93万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -46,700 | -100.0% | -$435.52万 | 清仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -45,400 | -100.0% | -$434.43万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -102,900 | -100.0% | -$432.69万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -47,824 | -100.0% | -$417.98万 | 清仓 |
| UVXY | PROSHARES TR II | $0 | 0.00% | 0 | -79,385 | -100.0% | -$415.18万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -16,299 | -100.0% | -$409.61万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -319,709 | -100.0% | -$399.00万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -302,340 | -100.0% | -$396.07万 | 清仓 |
| — | NIO INC | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$395.50万 | 清仓 |
| — | TAVIA ACQUISITION CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$382.80万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -265,113 | -100.0% | -$382.56万 | 清仓 |
| — | HENNESSY CAP INVTS CORP VIII | $0 | 0.00% | 0 | -380,625 | -100.0% | -$380.62万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$378.24万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -1,931,748 | -100.0% | -$376.69万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -137,664 | -100.0% | -$376.10万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC 看涨期权 | $0 | 0.00% | 0 | -266,700 | -100.0% | -$374.45万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -85,200 | -100.0% | -$372.66万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -343,029 | -100.0% | -$371.16万 | 清仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -77,100 | -100.0% | -$370.62万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -151,030 | -100.0% | -$364.13万 | 清仓 |
| — | KENSINGTON CAP ACQUIST CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$363.95万 | 清仓 |
| — | LEGATO MERGER CORP IV | $0 | 0.00% | 0 | -362,500 | -100.0% | -$361.77万 | 清仓 |
| — | TRG LATIN AMER ACQUIS CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$360.69万 | 清仓 |
| — | WISDOMTREE INC | $0 | 0.00% | 0 | -2,712,000 | -100.0% | -$360.34万 | 清仓 |
| — | ABONY ACQUISITION CORP I | $0 | 0.00% | 0 | -362,500 | -100.0% | -$359.96万 | 清仓 |
| SPUS | TIDAL TRUST I | $0 | 0.00% | 0 | -74,700 | -100.0% | -$359.76万 | 清仓 |
| — | ILLUMINATION ACQUISITIO CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$359.60万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -20,623 | -100.0% | -$355.75万 | 清仓 |
| — | RANGE CAP ACQUISITION CORP | $0 | 0.00% | 0 | -332,291 | -100.0% | -$349.24万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -130,627 | -100.0% | -$348.64万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -9,145 | -100.0% | -$347.42万 | 清仓 |
| — | QDRO ACQUISITION CORP | $0 | 0.00% | 0 | -342,708 | -100.0% | -$339.62万 | 清仓 |
| — | A PARADISE ACQUISITION CORP | $0 | 0.00% | 0 | -332,419 | -100.0% | -$338.07万 | 清仓 |
| — | SPARTACUS ACQUISITION CORP I | $0 | 0.00% | 0 | -336,458 | -100.0% | -$337.47万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -61,465 | -100.0% | -$332.77万 | 清仓 |
| PEP | PEPSICO INC 看跌期权 | $0 | 0.00% | 0 | -21,200 | -100.0% | -$329.21万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -81,700 | -100.0% | -$328.35万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -60,092 | -100.0% | -$325.04万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -20,222 | -100.0% | -$324.20万 | 清仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -23,300 | -100.0% | -$320.61万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -28,934 | -100.0% | -$320.18万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -85,625 | -100.0% | -$316.81万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $0 | 0.00% | 0 | -51,000 | -100.0% | -$315.79万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -112,500 | -100.0% | -$311.94万 | 清仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -38,400 | -100.0% | -$311.46万 | 清仓 |
| — | INFLECTION PT ACQUISIT CORP | $0 | 0.00% | 0 | -307,500 | -100.0% | -$311.19万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -210,987 | -100.0% | -$310.15万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -153,459 | -100.0% | -$308.91万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -54,676 | -100.0% | -$304.38万 | 清仓 |
| PEP | PEPSICO INC 看涨期权 | $0 | 0.00% | 0 | -19,500 | -100.0% | -$302.82万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -118,700 | -100.0% | -$291.41万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -54,366 | -100.0% | -$286.62万 | 清仓 |
| BCH | BANCO DE CHILE | $0 | 0.00% | 0 | -75,255 | -100.0% | -$278.74万 | 清仓 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,600 | -100.0% | -$277.84万 | 清仓 |
| — | SUMA ACQUISITION CORP | $0 | 0.00% | 0 | -271,875 | -100.0% | -$272.42万 | 清仓 |
| — | KPET ULTRA PACELINE CORP | $0 | 0.00% | 0 | -271,875 | -100.0% | -$271.88万 | 清仓 |
| — | PALOMA ACQUISITION CORP I | $0 | 0.00% | 0 | -271,875 | -100.0% | -$271.33万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -31,577 | -100.0% | -$268.69万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -27,837 | -100.0% | -$251.43万 | 清仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -45,000 | -100.0% | -$250.47万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -28,900 | -100.0% | -$244.26万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -145,184 | -100.0% | -$239.84万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -59,844 | -100.0% | -$237.70万 | 清仓 |
| — | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$237.30万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -11,700 | -100.0% | -$236.73万 | 清仓 |
| — | PROEM ACQUISITION CORP I | $0 | 0.00% | 0 | -235,624 | -100.0% | -$235.15万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看涨期权 | $0 | 0.00% | 0 | -3,900 | -100.0% | -$231.26万 | 清仓 |
| — | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | -229,167 | -100.0% | -$231.23万 | 清仓 |
| — | WILLOW LANE ACQUISITION CRP | $0 | 0.00% | 0 | -226,562 | -100.0% | -$228.83万 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 0 | -81,628 | -100.0% | -$226.76万 | 清仓 |
| — | CLEARTHINK 1 ACQUISITION COR | $0 | 0.00% | 0 | -226,562 | -100.0% | -$226.11万 | 清仓 |
| — | BLUE WTR ACQUISITION CORP IV | $0 | 0.00% | 0 | -226,562 | -100.0% | -$224.75万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW 看涨期权 | $0 | 0.00% | 0 | -265,700 | -100.0% | -$224.52万 | 清仓 |
| PABU | ISHARES TR | $0 | 0.00% | 0 | -33,700 | -100.0% | -$223.28万 | 清仓 |
| UUUU | ENERGY FUELS INC 看跌期权 | $0 | 0.00% | 0 | -121,900 | -100.0% | -$222.47万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC 看跌期权 | $0 | 0.00% | 0 | -5,400 | -100.0% | -$219.93万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -330,888 | -100.0% | -$217.72万 | 清仓 |
| — | PONO CAP FOUR INC | $0 | 0.00% | 0 | -217,499 | -100.0% | -$217.06万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -14,900 | -100.0% | -$212.85万 | 清仓 |