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 |
|---|---|---|---|---|---|---|---|---|
| JOBY | JOBY AVIATION INC 看涨期权 | $0 | 0.00% | 0 | -26,400 | -100.0% | -$21.81万 | 清仓 |
| PVH | PVH CORPORATION 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$21.63万 | 清仓 |
| LMNR | LIMONEIRA CO | $0 | 0.00% | 0 | -16,083 | -100.0% | -$21.58万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.32万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -30,400 | -100.0% | -$21.19万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -27,100 | -100.0% | -$20.89万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -5,215 | -100.0% | -$20.77万 | 清仓 |
| XEL | XCEL ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -2,600 | -100.0% | -$20.65万 | 清仓 |
| LYFT | LYFT INC 看涨期权 | $0 | 0.00% | 0 | -15,500 | -100.0% | -$20.61万 | 清仓 |
| SG | SWEETGREEN INC 看涨期权 | $0 | 0.00% | 0 | -39,700 | -100.0% | -$20.60万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.45万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -7,800 | -100.0% | -$20.34万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.32万 | 清仓 |
| STT | STATE STR CORP 看跌期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$20.25万 | 清仓 |
| — | CATO CORP NEW | $0 | 0.00% | 0 | -69,915 | -100.0% | -$19.79万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -23,350 | -100.0% | -$19.47万 | 清仓 |
| M | MACYS INC 看涨期权 | $0 | 0.00% | 0 | -10,600 | -100.0% | -$19.18万 | 清仓 |
| — | BCP INVESTMENT CORPORATION | $0 | 0.00% | 0 | -25,344 | -100.0% | -$19.06万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$18.28万 | 清仓 |
| — | XOS INC | $0 | 0.00% | 0 | -110,039 | -100.0% | -$17.94万 | 清仓 |
| — | YALLA GROUP LTD | $0 | 0.00% | 0 | -28,200 | -100.0% | -$17.57万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC 看涨期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$17.33万 | 清仓 |
| — | TECOGEN INC NEW | $0 | 0.00% | 0 | -67,418 | -100.0% | -$17.26万 | 清仓 |
| — | ALIGOS THERAPEUTICS INC | $0 | 0.00% | 0 | -23,093 | -100.0% | -$17.16万 | 清仓 |
| — | SERES THERAPEUTICS INC | $0 | 0.00% | 0 | -18,794 | -100.0% | -$16.67万 | 清仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $0 | 0.00% | 0 | -11,991 | -100.0% | -$16.15万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC 看跌期权 | $0 | 0.00% | 0 | -10,300 | -100.0% | -$16.12万 | 清仓 |
| — | CURIOSITYSTREAM INC | $0 | 0.00% | 0 | -53,312 | -100.0% | -$15.78万 | 清仓 |
| — | OFS CAP CORP | $0 | 0.00% | 0 | -44,006 | -100.0% | -$15.62万 | 清仓 |
| — | ENDAVA PLC | $0 | 0.00% | 0 | -34,433 | -100.0% | -$15.22万 | 清仓 |
| SMR | NUSCALE PWR CORP 看跌期权 | $0 | 0.00% | 0 | -14,000 | -100.0% | -$15.18万 | 清仓 |
| KSS | KOHLS CORP 看涨期权 | $0 | 0.00% | 0 | -11,500 | -100.0% | -$14.84万 | 清仓 |
| — | YATSEN HLDG LTD | $0 | 0.00% | 0 | -47,620 | -100.0% | -$14.67万 | 清仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $0 | 0.00% | 0 | -16,894 | -100.0% | -$14.53万 | 清仓 |
| — | J JILL INC | $0 | 0.00% | 0 | -12,651 | -100.0% | -$14.50万 | 清仓 |
| JOBY | JOBY AVIATION INC 看跌期权 | $0 | 0.00% | 0 | -16,800 | -100.0% | -$13.88万 | 清仓 |
| TRIP | TRIPADVISOR INC 看跌期权 | $0 | 0.00% | 0 | -12,800 | -100.0% | -$13.64万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC 看跌期权 | $0 | 0.00% | 0 | -12,300 | -100.0% | -$13.32万 | 清仓 |
| — | SUNPOWER INC | $0 | 0.00% | 0 | -100,689 | -100.0% | -$12.79万 | 清仓 |
| SG | SWEETGREEN INC 看跌期权 | $0 | 0.00% | 0 | -24,600 | -100.0% | -$12.77万 | 清仓 |
| QTRX | QUANTERIX CORP | $0 | 0.00% | 0 | -35,185 | -100.0% | -$12.39万 | 清仓 |
| — | M-TRON INDS INC | $0 | 0.00% | 0 | -57,858 | -100.0% | -$12.15万 | 清仓 |
| CRD/A | CRAWFORD & CO | $0 | 0.00% | 0 | -11,984 | -100.0% | -$11.95万 | 清仓 |
| — | ELECTROCORE INC | $0 | 0.00% | 0 | -19,121 | -100.0% | -$11.53万 | 清仓 |
| TRIP | TRIPADVISOR INC 看涨期权 | $0 | 0.00% | 0 | -10,600 | -100.0% | -$11.30万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -18,300 | -100.0% | -$10.98万 | 清仓 |
| ABX | ABACUS GLOBAL MGMT INC | $0 | 0.00% | 0 | -13,204 | -100.0% | -$10.40万 | 清仓 |
| — | MIND TECHNOLOGY INC | $0 | 0.00% | 0 | -11,534 | -100.0% | -$9.63万 | 清仓 |
| — | SKILLZ INC | $0 | 0.00% | 0 | -32,976 | -100.0% | -$8.54万 | 清仓 |
| SNAP | SNAP INC 看跌期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$8.28万 | 清仓 |
| — | EVOLUTION PETE CORP | $0 | 0.00% | 0 | -18,033 | -100.0% | -$8.26万 | 清仓 |
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -17,892 | -100.0% | -$8.23万 | 清仓 |
| — | ALT5 SIGMA CORP | $0 | 0.00% | 0 | -69,519 | -100.0% | -$7.72万 | 清仓 |
| — | HEALTH IN TECH INC | $0 | 0.00% | 0 | -52,306 | -100.0% | -$7.58万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -67,186 | -100.0% | -$7.46万 | 清仓 |
| SNAP | SNAP INC 看涨期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$7.36万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -15,400 | -100.0% | -$7.11万 | 清仓 |
| — | FOREMOST CLEAN ENERGY LTD | $0 | 0.00% | 0 | -39,559 | -100.0% | -$6.96万 | 清仓 |
| — | QVC GROUP INC | $0 | 0.00% | 0 | -28,864 | -100.0% | -$6.26万 | 清仓 |
| — | FLEXIBLE SOLUTIONS INTL INC | $0 | 0.00% | 0 | -11,100 | -100.0% | -$5.99万 | 清仓 |
| — | EIGHTCO HOLDINGS INC | $0 | 0.00% | 0 | -59,900 | -100.0% | -$5.58万 | 清仓 |
| — | ALPHA TEKNOVA INC | $0 | 0.00% | 0 | -19,117 | -100.0% | -$5.52万 | 清仓 |
| — | BINAH CAP GROUP INC | $0 | 0.00% | 0 | -26,702 | -100.0% | -$5.37万 | 清仓 |
| — | BITCOIN DEPOT INC | $0 | 0.00% | 0 | -24,219 | -100.0% | -$5.28万 | 清仓 |
| — | COFFEE HLDG CO INC | $0 | 0.00% | 0 | -12,100 | -100.0% | -$5.14万 | 清仓 |
| — | MDXHEALTH SA | $0 | 0.00% | 0 | -21,184 | -100.0% | -$4.87万 | 清仓 |
| — | FORUM MARKETS INC | $0 | 0.00% | 0 | -16,316 | -100.0% | -$4.72万 | 清仓 |
| — | SOLARMAX TECHNOLOGY INC | $0 | 0.00% | 0 | -61,828 | -100.0% | -$4.34万 | 清仓 |
| — | ARMADA ACQUISITION CORP III | $0 | 0.00% | 0 | -203,906 | -100.0% | -$4.29万 | 清仓 |
| — | QUANTUM SI INC | $0 | 0.00% | 0 | -52,924 | -100.0% | -$4.10万 | 清仓 |
| — | COLOMBIER ACQUISITION CORP I | $0 | 0.00% | 0 | -58,906 | -100.0% | -$3.95万 | 清仓 |
| — | GALMED PHARMACEUTICALS LTD | $0 | 0.00% | 0 | -80,177 | -100.0% | -$3.93万 | 清仓 |
| — | FLUX PWR HLDGS INC | $0 | 0.00% | 0 | -35,896 | -100.0% | -$3.84万 | 清仓 |
| — | DOGNESS INTERNATIONAL CORP | $0 | 0.00% | 0 | -26,209 | -100.0% | -$3.75万 | 清仓 |
| — | ANIXA BIOSCIENCES INC | $0 | 0.00% | 0 | -14,492 | -100.0% | -$3.74万 | 清仓 |
| — | E-POWER INC | $0 | 0.00% | 0 | -48,131 | -100.0% | -$3.72万 | 清仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $0 | 0.00% | 0 | -15,404 | -100.0% | -$3.54万 | 清仓 |
| — | TRAWS PHARMA INC | $0 | 0.00% | 0 | -19,244 | -100.0% | -$3.52万 | 清仓 |
| — | GEE GROUP INC | $0 | 0.00% | 0 | -140,500 | -100.0% | -$3.37万 | 清仓 |
| — | NEUROSENSE THERAPEUTICS LTD | $0 | 0.00% | 0 | -44,445 | -100.0% | -$3.36万 | 清仓 |
| — | INTERLINK ELECTRS INC | $0 | 0.00% | 0 | -11,233 | -100.0% | -$3.30万 | 清仓 |
| — | ALAUNOS THERAPEUTICS INC | $0 | 0.00% | 0 | -10,839 | -100.0% | -$3.10万 | 清仓 |
| — | CAMBRIDGE ACQUISITION CORP | $0 | 0.00% | 0 | -120,833 | -100.0% | -$3.02万 | 清仓 |
| — | AMBER INTL HLDG LTD | $0 | 0.00% | 0 | -17,253 | -100.0% | -$2.71万 | 清仓 |
| — | SMART SH GLOBAL LTD | $0 | 0.00% | 0 | -23,685 | -100.0% | -$2.68万 | 清仓 |
| — | DARE BIOSCIENCE INC | $0 | 0.00% | 0 | -13,279 | -100.0% | -$2.42万 | 清仓 |
| — | KAIROS PHARMA LTD | $0 | 0.00% | 0 | -39,543 | -100.0% | -$2.21万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -35,262 | -100.0% | -$2.08万 | 清仓 |
| — | HUADI INTERNATIONAL GRP CO L | $0 | 0.00% | 0 | -13,305 | -100.0% | -$1.65万 | 清仓 |
| — | PRESURANCE HOLDINGS INC | $0 | 0.00% | 0 | -31,569 | -100.0% | -$1.61万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -31,087 | -100.0% | -$1.61万 | 清仓 |
| — | GAXOS.AI INC | $0 | 0.00% | 0 | -13,239 | -100.0% | -$1.60万 | 清仓 |
| — | SKYE BIOSCIENCE INC | $0 | 0.00% | 0 | -25,684 | -100.0% | -$1.58万 | 清仓 |
| — | COGNITION THERAPEUTICS INC | $0 | 0.00% | 0 | -19,229 | -100.0% | -$1.46万 | 清仓 |
| — | ECARX HOLDINGS INC | $0 | 0.00% | 0 | -14,400 | -100.0% | -$1.41万 | 清仓 |
| — | MUSTANG BIO INC | $0 | 0.00% | 0 | -16,754 | -100.0% | -$1.22万 | 清仓 |
| — | AGEAGLE AERIAL SYS INC NEW | $0 | 0.00% | 0 | -12,900 | -100.0% | -$1.17万 | 清仓 |
| — | MICROVISION INC DEL | $0 | 0.00% | 0 | -17,439 | -100.0% | -$1.12万 | 清仓 |
| — | INTRUSION INC | $0 | 0.00% | 0 | -13,483 | -100.0% | -$1.11万 | 清仓 |
| — | WING YIP FOOD CHINA HLDGS GR | $0 | 0.00% | 0 | -23,589 | -100.0% | -$1.01万 | 清仓 |