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 |
|---|---|---|---|---|---|---|---|---|
| — | AEYE INC | $7.10万 | 0.00% | 49,338 | 11,320 | 29.8% | $1.63万 | 加仓 |
| — | AUDIOEYE INC | $7.13万 | 0.00% | 12,268 | 12,268 | — | $7.13万 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $7.20万 | 0.00% | 54,947 | -33,638 | -38.0% | -$4.41万 | 减仓 |
| — | MAIA BIOTECHNOLOGY INC | $7.26万 | 0.00% | 50,383 | 50,383 | — | $7.26万 | 新建仓 |
| RPAY | REPAY HLDGS CORP | $7.41万 | 0.00% | 17,649 | -5,251 | -22.9% | -$2.21万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $7.70万 | 0.00% | 15,913 | -162,605 | -91.1% | -$78.70万 | 重新持有 |
| — | MILLENNIUM GROUP INTL HLDGS | $7.74万 | 0.00% | 51,765 | -1,480 | -2.8% | -$2,213 | 减仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $7.77万 | 0.00% | 42,000 | -1,300 | -3.0% | -$2,405 | 减仓 |
| — | JE CLEANTECH HOLDINGS LIMITE | $8.19万 | 0.00% | 57,695 | 57,695 | — | $8.19万 | 新建仓 |
| SABR | SABRE CORP | $8.25万 | 0.00% | 39,482 | -155,171 | -79.7% | -$32.43万 | 重新持有 |
| — | TON STRATEGY CO | $8.34万 | 0.00% | 32,689 | 1,390 | 4.4% | $3,545 | 加仓 |
| — | UNIVERSAL SAFETY PRODS INC | $8.38万 | 0.00% | 18,256 | -6,756 | -27.0% | -$3.10万 | 减仓 |
| — | BARNWELL INDS INC | $8.46万 | 0.00% | 83,787 | 83,787 | — | $8.46万 | 新建仓 |
| — | BUZZFEED INC | $8.49万 | 0.00% | 58,124 | 58,124 | — | $8.49万 | 新建仓 |
| — | TRX GOLD CORPORATION | $8.54万 | 0.00% | 103,531 | -343,804 | -76.9% | -$28.36万 | 减仓 |
| — | PLAYSTUDIOS INC | $8.61万 | 0.00% | 172,500 | -8,600 | -4.7% | -$4,291 | 减仓 |
| — | D MARKET ELECTR SVCS & TRADI | $8.62万 | 0.00% | 29,612 | -10,126 | -25.5% | -$2.95万 | 减仓 |
| — | REGENCELL BIOSCIENCE HLDGS L | $8.77万 | 0.00% | 14,406 | 14,406 | — | $8.77万 | 新建仓 |
| YEXT | YEXT INC | $8.81万 | 0.00% | 18,865 | -10,602 | -36.0% | -$4.95万 | 减仓 |
| — | MARKER THERAPEUTICS INC | $8.85万 | 0.00% | 60,201 | -800 | -1.3% | -$1,176 | 减仓 |
| — | AQUABOUNTY TECHNOLOGIES INC | $8.86万 | 0.00% | 82,803 | -9,998 | -10.8% | -$1.07万 | 减仓 |
| — | NIU TECHNOLOGIES | $9.00万 | 0.00% | 44,800 | -11,400 | -20.3% | -$2.29万 | 重新持有 |
| — | AUREUS GREENWAY HLDGS INC | $9.01万 | 0.00% | 22,574 | 22,574 | — | $9.01万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $9.07万 | 0.00% | 19,426 | 5,558 | 40.1% | $2.60万 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $9.07万 | 0.00% | 68,742 | -3,900 | -5.4% | -$5,148 | 减仓 |
| — | RENT THE RUNWAY INC | $9.15万 | 0.00% | 29,054 | -50,596 | -63.5% | -$15.94万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $9.34万 | 0.00% | 12,576 | 12,576 | — | $9.34万 | 新建仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $9.42万 | 0.00% | 31,730 | 31,730 | — | $9.42万 | 新建仓 |
| — | DRILLING TOOLS INTL CORP | $9.46万 | 0.00% | 49,038 | 49,038 | — | $9.46万 | 新建仓 |
| OFIX | ORTHOFIX MED INC | $9.50万 | 0.00% | 10,389 | 10,389 | — | $9.50万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. | $9.53万 | 0.00% | 25,978 | 25,978 | — | $9.53万 | 新建仓 |
| — | BRILLIANT EARTH GROUP INC | $9.56万 | 0.00% | 84,569 | -23,998 | -22.1% | -$2.71万 | 减仓 |
| — | VIOMI TECHNOLOGY CO LTD | $9.60万 | 0.00% | 122,800 | -119,368 | -49.3% | -$9.33万 | 减仓 |
| — | INOGEN INC | $9.68万 | 0.00% | 15,015 | 3,496 | 30.3% | $2.25万 | 加仓 |
| — | KALARIS THERAPEUTICS INC | $9.71万 | 0.00% | 23,847 | -6,803 | -22.2% | -$2.77万 | 减仓 |
| SBET | SHARPLINK INC | $9.71万 | 0.00% | 20,232 | 20,232 | — | $9.71万 | 新建仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $9.74万 | 0.00% | 22,563 | -37,544 | -62.5% | -$16.20万 | 减仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $9.91万 | 0.00% | 42,515 | 24,386 | 134.5% | $5.68万 | 加仓 |
| ACHR | ARCHER AVIATION INC 看跌期权 | $9.93万 | 0.00% | 21,000 | -44,000 | -67.7% | -$20.81万 | 减仓 |
| — | ENLIVEX LTD | $10.11万 | 0.00% | 183,924 | 37,512 | 25.6% | $2.06万 | 加仓 |
| — | SNAIL INC | $10.12万 | 0.00% | 163,123 | 163,123 | — | $10.12万 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC 看涨期权 | $10.22万 | 0.00% | 13,400 | 200 | 1.5% | $1,526 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $10.34万 | 0.00% | 15,988 | 5,740 | 56.0% | $3.71万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $10.36万 | 0.00% | 12,552 | -900 | -6.7% | -$7,425 | 减仓 |
| — | SENSEONICS HLDGS INC | $10.41万 | 0.00% | 18,331 | 18,331 | — | $10.41万 | 新建仓 |
| — | NETWORK-1 TECHNOLOGIES INC | $10.51万 | 0.00% | 71,500 | 71,500 | — | $10.51万 | 新建仓 |
| AUR | AURORA INNOVATION INC 看跌期权 | $10.64万 | 0.00% | 15,600 | 15,600 | — | $10.64万 | 新建仓 |
| — | PRAIRIE OPER CO | $10.74万 | 0.00% | 148,895 | 54,176 | 57.2% | $3.91万 | 加仓 |
| — | NRX PHARMACEUTICALS INC | $10.81万 | 0.00% | 26,429 | 8,993 | 51.6% | $3.68万 | 重新持有 |
| — | MOTORSPORT GAMES INC | $11.16万 | 0.00% | 27,911 | -6,950 | -19.9% | -$2.78万 | 减仓 |
| — | CVD EQUIP CORP | $11.18万 | 0.00% | 15,053 | 15,053 | — | $11.18万 | 新建仓 |
| — | PULMONX CORP | $11.25万 | 0.00% | 86,575 | 17,963 | 26.2% | $2.34万 | 加仓 |
| — | HERON THERAPEUTICS INC | $11.37万 | 0.00% | 266,314 | -51,086 | -16.1% | -$2.18万 | 减仓 |
| — | EDESA BIOTECH INC | $11.41万 | 0.00% | 14,032 | 14,032 | — | $11.41万 | 新建仓 |
| — | BLINK CHARGING CO | $11.61万 | 0.00% | 181,486 | -45,685 | -20.1% | -$2.92万 | 减仓 |
| BLND | BLEND LABS INC | $11.63万 | 0.00% | 68,008 | -22,835 | -25.1% | -$3.90万 | 减仓 |
| — | IMAGENEBIO INC | $11.74万 | 0.00% | 19,900 | 19,900 | — | $11.74万 | 新建仓 |
| — | TELIX PHARMACEUTICAL LTD | $11.80万 | 0.00% | 10,233 | 10,233 | — | $11.80万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $11.85万 | 0.00% | 20,495 | 20,495 | — | $11.85万 | 新建仓 |
| — | PEPGEN INC | $11.93万 | 0.00% | 66,268 | -115,437 | -63.5% | -$20.78万 | 减仓 |
| — | VIVID SEATS INC | $11.93万 | 0.00% | 18,299 | -23,470 | -56.2% | -$15.30万 | 重新持有 |
| — | LEONABIO INC | $12.20万 | 0.00% | 13,276 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC 看涨期权 | $12.28万 | 0.00% | 18,000 | 18,000 | — | $12.28万 | 新建仓 |
| — | TEADS HLDG CO | $12.35万 | 0.00% | 161,058 | -50,381 | -23.8% | -$3.86万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $12.43万 | 0.00% | 10,673 | 10,673 | — | $12.43万 | 新建仓 |
| — | UPLAND SOFTWARE INC | $12.51万 | 0.00% | 26,790 | -385,324 | -93.5% | -$179.95万 | 减仓 |
| DCTH | DELCATH SYS INC | $12.66万 | 0.00% | 10,054 | 10,054 | — | $12.66万 | 新建仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $12.88万 | 0.00% | 14,227 | -37,040 | -72.2% | -$33.52万 | 重新持有 |
| HNST | HONEST CO INC | $12.93万 | 0.00% | 35,315 | 615 | 1.8% | $2,251 | 加仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $12.98万 | 0.00% | 32,945 | 32,945 | — | $12.98万 | 新建仓 |
| ARX | ACCELERANT HOLDINGS | $12.98万 | 0.00% | 11,079 | 11,079 | — | $12.98万 | 新建仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $13.00万 | 0.00% | 10,836 | -12,135 | -52.8% | -$14.56万 | 重新持有 |
| CWH | CAMPING WORLD HLDGS INC 看跌期权 | $13.12万 | 0.00% | 17,200 | 3,700 | 27.4% | $2.82万 | 加仓 |
| AGNC | AGNC INVT CORP 看涨期权 | $13.30万 | 0.00% | 12,200 | 12,200 | — | $13.30万 | 新建仓 |
| — | AMERICAS CAR-MART INC | $13.55万 | 0.00% | 48,556 | 24,433 | 101.3% | $6.82万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC 看涨期权 | $13.56万 | 0.00% | 18,300 | -13,700 | -42.8% | -$10.15万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC 看跌期权 | $13.56万 | 0.00% | 18,300 | -1,100 | -5.7% | -$8,151 | 减仓 |
| — | ALPHA COGNITION INC | $13.60万 | 0.00% | 18,832 | 2,946 | 18.5% | $2.13万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $13.64万 | 0.00% | 23,554 | -337,608 | -93.5% | -$195.48万 | 重新持有 |
| RDNW | RIDENOW GROUP INC | $13.71万 | 0.00% | 20,592 | -6,179 | -23.1% | -$4.12万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC 看涨期权 | $13.82万 | 0.00% | 25,500 | 25,500 | — | $13.82万 | 新建仓 |
| — | XILIO THERAPEUTICS INC | $13.93万 | 0.00% | 14,544 | 14,544 | — | $13.93万 | 新建仓 |
| EGY | VAALCO ENERGY INC | $14.04万 | 0.00% | 27,641 | -37,561 | -57.6% | -$19.08万 | 减仓 |
| — | WAH FU EDUCATION GROUP LIMIT | $14.12万 | 0.00% | 92,873 | -1,600 | -1.7% | -$2,432 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC 看涨期权 | $14.16万 | 0.00% | 10,200 | 10,200 | — | $14.16万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $14.25万 | 0.00% | 25,675 | 4,281 | 20.0% | $2.38万 | 加仓 |
| UEC | URANIUM ENERGY CORP 看跌期权 | $14.39万 | 0.00% | 13,500 | 100 | 0.7% | $1,066 | 加仓 |
| — | BROADWIND INC | $14.57万 | 0.00% | 30,164 | 30,164 | — | $14.57万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $15.33万 | 0.00% | 20,500 | -273,181 | -93.0% | -$204.34万 | 减仓 |
| SLI | STANDARD LITHIUM CORP | $15.37万 | 0.00% | 55,891 | 10,421 | 22.9% | $2.87万 | 加仓 |
| — | VUZIX CORP | $15.43万 | 0.00% | 53,197 | 39,463 | 287.3% | $11.44万 | 加仓 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $15.46万 | 0.00% | 14,500 | 3,300 | 29.5% | $3.52万 | 加仓 |
| — | CUMBERLAND PHARMACEUTICALS I | $15.54万 | 0.00% | 23,981 | 12,896 | 116.3% | $8.36万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO 看跌期权 | $15.58万 | 0.00% | 23,600 | 23,600 | — | $15.58万 | 新建仓 |
| — | 1 800 FLOWERS COM INC | $15.58万 | 0.00% | 44,772 | -16,400 | -26.8% | -$5.71万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.71万 | 0.00% | 16,400 | -9,600 | -36.9% | -$9.20万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $15.90万 | 0.00% | 19,534 | -74,350 | -79.2% | -$60.52万 | 减仓 |
| — | LIVE VENTURES INC | $15.91万 | 0.00% | 16,682 | -2,086 | -11.1% | -$1.99万 | 减仓 |
| FWDI | FORWARD INDUSTRIES INC | $16.12万 | 0.00% | 38,209 | -105,539 | -73.4% | -$44.54万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $16.19万 | 0.00% | 25,900 | 1,500 | 6.1% | $9,375 | 加仓 |