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 |
|---|---|---|---|---|---|---|---|---|
| OLP | ONE LIBERTY PPTYS INC | $382.22万 | 0.00% | 156,520 | -7,787 | -4.7% | -$19.02万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $382.14万 | 0.00% | 6,220 | 1,720 | 38.2% | $105.67万 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $381.62万 | 0.00% | 2,244,829 | 208,137 | 10.2% | $35.38万 | 加仓 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $381.39万 | 0.00% | 380,625 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC 看涨期权 | $381.33万 | 0.00% | 53,000 | 49,400 | 1,372.2% | $355.43万 | 加仓 |
| ORI | OLD REP INTL CORP | $380.03万 | 0.00% | 92,872 | 26,423 | 39.8% | $108.12万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看跌期权 | $380.01万 | 0.00% | 24,200 | 1,200 | 5.2% | $18.84万 | 加仓 |
| OKLO | OKLO INC | $379.59万 | 0.00% | 72,538 | -87,779 | -54.8% | -$459.35万 | 减仓 |
| FVCB | FVCBANKCORP INC | $379.51万 | 0.00% | 216,865 | 216,865 | — | $379.51万 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $379.28万 | 0.00% | 97,802 | -216,042 | -68.8% | -$837.81万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P 看涨期权 | $379.10万 | 0.00% | 156,200 | 57,500 | 58.3% | $139.55万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $378.73万 | 0.00% | 75,310 | -535,943 | -87.7% | -$2,695.26万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $378.59万 | 0.00% | 32,000 | 29,000 | 966.7% | $343.10万 | 加仓 |
| MYE | MYERS INDS INC | $378.10万 | 0.00% | 107,081 | 64,654 | 152.4% | $228.29万 | 加仓 |
| HCIC | HENNESSY CAP INVTS CORP VIII | $377.96万 | 0.00% | 380,625 | 380,625 | — | $377.96万 | 新建仓 |
| VTRS | VIATRIS INC | $377.94万 | 0.00% | 238,000 | 37,400 | 18.6% | $59.39万 | 加仓 |
| FLEX | FLEX LTD | $377.62万 | 0.00% | 23,300 | 23,300 | — | $377.62万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $375.73万 | 0.00% | 215,937 | -235,581 | -52.2% | -$409.91万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $375.00万 | 0.00% | 90,340 | -78,676 | -46.5% | -$326.58万 | 减仓 |
| COWG | PACER FDS TR | $374.97万 | 0.00% | 93,400 | 93,400 | — | $374.97万 | 新建仓 |
| OBT | ORANGE CNTY BANCORP INC | $373.86万 | 0.00% | 101,648 | 23,343 | 29.8% | $85.86万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $373.30万 | 0.00% | 57,921 | -825,173 | -93.4% | -$5,318.24万 | 减仓 |
| TBBK | BANCORP INC DEL | $372.74万 | 0.00% | 59,505 | -35,009 | -37.0% | -$219.30万 | 减仓 |
| — | SILVER PEGASUS ACQUISITION C | $372.29万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $372.15万 | 0.00% | 70,993 | 34,693 | 95.6% | $181.86万 | 重新持有 |
| CZWI | CITIZENS CMNTY BANCORP INC M | $372.02万 | 0.00% | 159,050 | 84,639 | 113.7% | $197.97万 | 加仓 |
| DGICA | DONEGAL GROUP INC | $371.98万 | 0.00% | 197,233 | 19,591 | 11.0% | $36.95万 | 加仓 |
| FDUS | FIDUS INVT CORP | $371.67万 | 0.00% | 194,900 | -78,809 | -28.8% | -$150.29万 | 减仓 |
| NSTR | VIKING ACQUISITION CORP I | $370.48万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $370.09万 | 0.00% | 252,964 | 16,844 | 7.1% | $24.64万 | 加仓 |
| TEM | TEMPUS AI INC | $369.96万 | 0.00% | 63,864 | -735,534 | -92.0% | -$4,260.95万 | 减仓 |
| SAAQ | SPACE ASSET ACQUISITION CORP | $369.75万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SVCS INC | $369.23万 | 0.00% | 94,383 | -27,047 | -22.3% | -$105.81万 | 减仓 |
| SVIV | SPRING VY ACQUISITION CORP I | $369.02万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $368.87万 | 0.00% | 41,224 | 34,647 | 526.8% | $310.02万 | 加仓 |
| — | TILLYS INC | $368.57万 | 0.00% | 877,537 | 67,028 | 8.3% | $28.15万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $367.48万 | 0.00% | 71,218 | -2,200 | -3.0% | -$11.35万 | 减仓 |
| CBK | COMMERCIAL BANCGROUP INC | $367.41万 | 0.00% | 113,783 | 4,049 | 3.7% | $13.07万 | 加仓 |
| DASH | DOORDASH INC 看涨期权 | $367.21万 | 0.00% | 19,900 | -4,400 | -18.1% | -$81.19万 | 减仓 |
| FTRA/U | FUTURECORP SPACE ACQUISITION | $367.21万 | 0.00% | 362,500 | 362,500 | — | $367.21万 | 新建仓 |
| V | VISA INC 看跌期权 | $367.11万 | 0.00% | 10,700 | -3,600 | -25.2% | -$123.51万 | 重新持有 |
| ANF | ABERCROMBIE & FITCH CO | $366.66万 | 0.00% | 40,736 | 1,911 | 4.9% | $17.20万 | 加仓 |
| RNGT | RANGE CAP ACQUISITION CORP I | $366.49万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| HSLV | HIGHLANDER SILVER CORP | $366.48万 | 0.00% | 786,441 | 786,441 | — | $366.48万 | 新建仓 |
| SVAQ | SILICON VY ACQUISITION CORP | $365.76万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $364.75万 | 0.00% | 37,896 | -23,499 | -38.3% | -$226.18万 | 减仓 |
| SAC | SAFEGUARD ACQUISITION CORP | $364.68万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $364.43万 | 0.00% | 88,198 | -58,406 | -39.8% | -$241.33万 | 减仓 |
| IRHO | IRON HORSE ACQUISIT II CORP | $363.59万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| ADAC | AMERICAN DRIVE ACQUISITION C | $363.23万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC | $363.18万 | 0.00% | 668,839 | 361,085 | 117.3% | $196.07万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看涨期权 | $362.99万 | 0.00% | 24,500 | 24,500 | — | $362.99万 | 新建仓 |
| TER | TERADYNE INC 看跌期权 | $362.88万 | 0.00% | 7,500 | 3,100 | 70.5% | $149.99万 | 加仓 |
| KCA/U | KENSINGTON CAP ACQUISITION | $362.86万 | 0.00% | 362,500 | 362,500 | — | $362.86万 | 新建仓 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $362.86万 | 0.00% | 362,500 | 362,500 | — | $362.86万 | 新建仓 |
| GSRVU | GSR V ACQUISITION CORP | $362.86万 | 0.00% | 362,500 | 362,500 | — | $362.86万 | 新建仓 |
| CARE | CARTER BANKSHARES INC | $362.51万 | 0.00% | 106,590 | 76,286 | 251.7% | $259.45万 | 加仓 |
| GPAC | GENERAL PURP ACQUISITION COR | $362.50万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| LPCV | LAUNCHPAD CADENZA ACQU CORP | $362.50万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| AEAQ | ACTIVATE ENERGY ACQUISIT COR | $362.50万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| BIXI | BITCOIN INFRASTRUCTURE ACQUI | $362.32万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| XCBE | X3 ACQUISITION CORP LTD | $362.14万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| SHOTU | RMG ML SPORTS HOLDINGS | $362.14万 | 0.00% | 362,500 | 362,500 | — | $362.14万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $362.05万 | 0.00% | 30,176 | -52,600 | -63.5% | -$631.09万 | 减仓 |
| VHCP | VINE HILL CAP INVTS CORP II | $361.77万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| ITHA | ITHAX ACQUISITION CORP III | $361.77万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP 看涨期权 | $361.14万 | 0.00% | 32,900 | 20,400 | 163.2% | $223.93万 | 加仓 |
| WLCOU | WILCO 63 CORP | $360.69万 | 0.00% | 362,500 | 362,500 | — | $360.69万 | 新建仓 |
| ACGC | ACP HOLDINGS ACQUISITION COR | $360.32万 | 0.00% | 362,500 | 362,500 | — | $360.32万 | 新建仓 |
| HZO | MARINEMAX INC | $360.30万 | 0.00% | 98,388 | 26,226 | 36.3% | $96.04万 | 加仓 |
| FGII | FG IMPERII ACQUISITION CORP | $359.96万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| QLEP | QUANTUM LEAP ACQUISITION COR | $359.96万 | 0.00% | 362,500 | 362,500 | — | $359.96万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC 看跌期权 | $359.76万 | 0.00% | 6,700 | 5,900 | 737.5% | $316.80万 | 加仓 |
| LEGO | LEGATO MERGER CORP IV | $359.60万 | 0.00% | 362,500 | 362,500 | — | $359.60万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC 看涨期权 | $359.41万 | 0.00% | 2,600 | -600 | -18.8% | -$82.94万 | 减仓 |
| CAQ | CAMBRIDGE ACQUISITION CORP | $359.24万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| XSLL | XSOLLA SPAC 1 | $359.24万 | 0.00% | 362,500 | 0 | 0.0% | — | 不变 |
| QADR | QDRO ACQUISITION CORP | $359.24万 | 0.00% | 362,500 | 362,500 | — | $359.24万 | 新建仓 |
| KVUE | KENVUE INC | $359.15万 | 0.00% | 187,937 | 187,937 | — | $359.15万 | 新建仓 |
| AACO | ABONY ACQUISITION CORP I | $358.88万 | 0.00% | 362,500 | 362,500 | — | $358.88万 | 新建仓 |
| ILLU | ILLUMINATION ACQUISITIO CORP | $358.88万 | 0.00% | 362,500 | 362,500 | — | $358.88万 | 新建仓 |
| WTBA | WEST BANCORPORATION INC | $358.86万 | 0.00% | 135,265 | 49,286 | 57.3% | $130.76万 | 加仓 |
| TRGS | TRG LATIN AMER ACQUIS CORP | $358.51万 | 0.00% | 362,500 | 362,500 | — | $358.51万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $358.25万 | 0.00% | 616,604 | 0 | 0.0% | — | 不变 |
| — | CH4 NATURAL SOLUTIONS CORP | $357.06万 | 0.00% | 362,500 | 362,500 | — | $357.06万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $356.09万 | 0.00% | 17,218 | 7,018 | 68.8% | $145.14万 | 加仓 |
| DASH | DOORDASH INC | $356.00万 | 0.00% | 19,292 | -12,655 | -39.6% | -$233.52万 | 减仓 |
| AGNC | AGNC INVT CORP | $355.23万 | 0.00% | 325,899 | 325,899 | — | $355.23万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $354.93万 | 0.00% | 134,700 | 8,600 | 6.8% | $22.66万 | 加仓 |
| NRG | NRG ENERGY INC 看涨期权 | $354.93万 | 0.00% | 24,300 | 24,300 | — | $354.93万 | 新建仓 |
| — | FB BANCORP INC | $354.78万 | 0.00% | 235,576 | 87,768 | 59.4% | $132.18万 | 加仓 |
| RSKD | RISKIFIED LTD | $353.96万 | 0.00% | 702,293 | 536,093 | 322.6% | $270.19万 | 加仓 |
| — | FUTUREFUEL CORP | $353.50万 | 0.00% | 782,079 | -45,996 | -5.6% | -$20.79万 | 减仓 |
| USNA | USANA HEALTH SCIENCES INC | $353.37万 | 0.00% | 165,514 | 20,884 | 14.4% | $44.59万 | 加仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $353.22万 | 0.00% | 34,800 | 30,800 | 770.0% | $312.62万 | 加仓 |
| MLKN | MILLERKNOLL INC | $352.13万 | 0.00% | 172,108 | -79,127 | -31.5% | -$161.89万 | 减仓 |
| EMBJ | EMBRAER S.A. | $351.79万 | 0.00% | 55,139 | 339 | 0.6% | $2.16万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $351.30万 | 0.00% | 29,941 | 14,000 | 87.8% | $164.26万 | 重新持有 |
| — | DOCEBO INC | $351.19万 | 0.00% | 196,195 | -77,737 | -28.4% | -$139.15万 | 减仓 |
| VERX | VERTEX INC | $350.72万 | 0.00% | 305,506 | 200,618 | 191.3% | $230.31万 | 加仓 |