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 |
|---|---|---|---|---|---|---|---|---|
| DBVT | DBV TECHNOLOGIES S A | $19.07万 | 0.00% | 11,630 | -22,317 | -65.7% | -$36.60万 | 重新持有 |
| — | MAMMOTH ENERGY SVCS INC | $19.02万 | 0.00% | 58,538 | 58,538 | — | $19.02万 | 新建仓 |
| — | GOPRO INC | $18.95万 | 0.00% | 243,614 | -169,189 | -41.0% | -$13.16万 | 减仓 |
| CHA | CHAGEE HLDGS LTD | $18.91万 | 0.00% | 15,732 | 15,732 | — | $18.91万 | 新建仓 |
| DGXX | DIGI PWR X INC | $18.82万 | 0.00% | 34,539 | 7,400 | 27.3% | $4.03万 | 加仓 |
| NWL | NEWELL BRANDS INC 看跌期权 | $18.73万 | 0.00% | 30,500 | 30,500 | — | $18.73万 | 新建仓 |
| — | CARLSMED INC | $18.69万 | 0.00% | 18,008 | 18,008 | — | $18.69万 | 新建仓 |
| — | COCRYSTAL PHARMA INC | $18.41万 | 0.00% | 175,379 | 175,379 | — | $18.41万 | 新建仓 |
| — | AMPLIFY ENERGY CORP NEW | $18.18万 | 0.00% | 45,672 | 45,672 | — | $18.18万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $18.05万 | 0.00% | 14,000 | 800 | 6.1% | $1.03万 | 加仓 |
| VTRS | VIATRIS INC 看跌期权 | $17.94万 | 0.00% | 11,300 | 11,300 | — | $17.94万 | 新建仓 |
| MOMO | HELLO GROUP INC | $17.91万 | 0.00% | 30,871 | 6,971 | 29.2% | $4.04万 | 加仓 |
| — | PALLADYNE AI CORP | $17.85万 | 0.00% | 29,359 | 166 | 0.6% | $1,009 | 加仓 |
| — | FRACTYL HEALTH INC | $17.84万 | 0.00% | 224,537 | -255,200 | -53.2% | -$20.27万 | 减仓 |
| — | SELECTQUOTE INC | $17.83万 | 0.00% | 212,033 | 190,575 | 888.1% | $16.03万 | 加仓 |
| — | DOCGO INC | $17.74万 | 0.00% | 343,711 | 343,711 | — | $17.74万 | 新建仓 |
| CNDT | CONDUENT INC | $17.71万 | 0.00% | 121,300 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $17.67万 | 0.00% | 46,867 | -1,822,407 | -97.5% | -$687.05万 | 减仓 |
| — | ASCENT SOLAR TECHNOLOGIES IN | $17.53万 | 0.00% | 35,057 | 35,057 | — | $17.53万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $16.99万 | 0.00% | 13,505 | 13,505 | — | $16.99万 | 新建仓 |
| ANGI | ANGI INC | $16.98万 | 0.00% | 28,542 | 28,542 | — | $16.98万 | 新建仓 |
| ACHR | ARCHER AVIATION INC 看涨期权 | $16.74万 | 0.00% | 35,400 | -27,500 | -43.7% | -$13.01万 | 减仓 |
| — | OLAPLEX HLDGS INC | $16.74万 | 0.00% | 81,661 | 36,961 | 82.7% | $7.58万 | 加仓 |
| ENIC | ENEL CHILE SA | $16.74万 | 0.00% | 37,200 | -28,720 | -43.6% | -$12.92万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $16.30万 | 0.00% | 11,747 | 11,747 | — | $16.30万 | 新建仓 |
| FUBO | FUBOTV INC | $16.25万 | 0.00% | 17,661 | 17,661 | — | $16.25万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $16.19万 | 0.00% | 25,900 | 1,500 | 6.1% | $9,375 | 加仓 |
| FWDI | FORWARD INDUSTRIES INC | $16.12万 | 0.00% | 38,209 | -105,539 | -73.4% | -$44.54万 | 减仓 |
| — | LIVE VENTURES INC | $15.91万 | 0.00% | 16,682 | -2,086 | -11.1% | -$1.99万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $15.90万 | 0.00% | 19,534 | -74,350 | -79.2% | -$60.52万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.71万 | 0.00% | 16,400 | -9,600 | -36.9% | -$9.20万 | 减仓 |
| — | 1 800 FLOWERS COM INC | $15.58万 | 0.00% | 44,772 | -16,400 | -26.8% | -$5.71万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO 看跌期权 | $15.58万 | 0.00% | 23,600 | 23,600 | — | $15.58万 | 新建仓 |
| — | CUMBERLAND PHARMACEUTICALS I | $15.54万 | 0.00% | 23,981 | 12,896 | 116.3% | $8.36万 | 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 |
| — | VUZIX CORP | $15.43万 | 0.00% | 53,197 | 39,463 | 287.3% | $11.44万 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $15.37万 | 0.00% | 55,891 | 10,421 | 22.9% | $2.87万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $15.33万 | 0.00% | 20,500 | -273,181 | -93.0% | -$204.34万 | 减仓 |
| — | BROADWIND INC | $14.57万 | 0.00% | 30,164 | 30,164 | — | $14.57万 | 新建仓 |
| UEC | URANIUM ENERGY CORP 看跌期权 | $14.39万 | 0.00% | 13,500 | 100 | 0.7% | $1,066 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $14.25万 | 0.00% | 25,675 | 4,281 | 20.0% | $2.38万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC 看涨期权 | $14.16万 | 0.00% | 10,200 | 10,200 | — | $14.16万 | 新建仓 |
| — | WAH FU EDUCATION GROUP LIMIT | $14.12万 | 0.00% | 92,873 | -1,600 | -1.7% | -$2,432 | 减仓 |
| EGY | VAALCO ENERGY INC | $14.04万 | 0.00% | 27,641 | -37,561 | -57.6% | -$19.08万 | 减仓 |
| — | XILIO THERAPEUTICS INC | $13.93万 | 0.00% | 14,544 | 14,544 | — | $13.93万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC 看涨期权 | $13.82万 | 0.00% | 25,500 | 25,500 | — | $13.82万 | 新建仓 |
| RDNW | RIDENOW GROUP INC | $13.71万 | 0.00% | 20,592 | -6,179 | -23.1% | -$4.12万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $13.64万 | 0.00% | 23,554 | -337,608 | -93.5% | -$195.48万 | 重新持有 |
| — | ALPHA COGNITION INC | $13.60万 | 0.00% | 18,832 | 2,946 | 18.5% | $2.13万 | 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 |
| — | AMERICAS CAR-MART INC | $13.55万 | 0.00% | 48,556 | 24,433 | 101.3% | $6.82万 | 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 |
| 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 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $13.00万 | 0.00% | 10,836 | -12,135 | -52.8% | -$14.56万 | 重新持有 |
| ARX | ACCELERANT HOLDINGS | $12.98万 | 0.00% | 11,079 | 11,079 | — | $12.98万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $12.98万 | 0.00% | 32,945 | 32,945 | — | $12.98万 | 新建仓 |
| HNST | HONEST CO INC | $12.93万 | 0.00% | 35,315 | 615 | 1.8% | $2,251 | 加仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $12.88万 | 0.00% | 14,227 | -37,040 | -72.2% | -$33.52万 | 重新持有 |
| DCTH | DELCATH SYS INC | $12.66万 | 0.00% | 10,054 | 10,054 | — | $12.66万 | 新建仓 |
| — | UPLAND SOFTWARE INC | $12.51万 | 0.00% | 26,790 | -385,324 | -93.5% | -$179.95万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $12.43万 | 0.00% | 10,673 | 10,673 | — | $12.43万 | 新建仓 |
| — | TEADS HLDG CO | $12.35万 | 0.00% | 161,058 | -50,381 | -23.8% | -$3.86万 | 减仓 |
| AUR | AURORA INNOVATION INC 看涨期权 | $12.28万 | 0.00% | 18,000 | 18,000 | — | $12.28万 | 新建仓 |
| — | LEONABIO INC | $12.20万 | 0.00% | 13,276 | 0 | 0.0% | — | 不变 |
| — | VIVID SEATS INC | $11.93万 | 0.00% | 18,299 | -23,470 | -56.2% | -$15.30万 | 重新持有 |
| — | PEPGEN INC | $11.93万 | 0.00% | 66,268 | -115,437 | -63.5% | -$20.78万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $11.85万 | 0.00% | 20,495 | 20,495 | — | $11.85万 | 新建仓 |
| — | TELIX PHARMACEUTICAL LTD | $11.80万 | 0.00% | 10,233 | 10,233 | — | $11.80万 | 新建仓 |
| — | IMAGENEBIO INC | $11.74万 | 0.00% | 19,900 | 19,900 | — | $11.74万 | 新建仓 |
| BLND | BLEND LABS INC | $11.63万 | 0.00% | 68,008 | -22,835 | -25.1% | -$3.90万 | 减仓 |
| — | BLINK CHARGING CO | $11.61万 | 0.00% | 181,486 | -45,685 | -20.1% | -$2.92万 | 减仓 |
| — | EDESA BIOTECH INC | $11.41万 | 0.00% | 14,032 | 14,032 | — | $11.41万 | 新建仓 |
| — | HERON THERAPEUTICS INC | $11.37万 | 0.00% | 266,314 | -51,086 | -16.1% | -$2.18万 | 减仓 |
| — | PULMONX CORP | $11.25万 | 0.00% | 86,575 | 17,963 | 26.2% | $2.34万 | 加仓 |
| — | CVD EQUIP CORP | $11.18万 | 0.00% | 15,053 | 15,053 | — | $11.18万 | 新建仓 |
| — | MOTORSPORT GAMES INC | $11.16万 | 0.00% | 27,911 | -6,950 | -19.9% | -$2.78万 | 减仓 |
| — | NRX PHARMACEUTICALS INC | $10.81万 | 0.00% | 26,429 | 8,993 | 51.6% | $3.68万 | 重新持有 |
| — | PRAIRIE OPER CO | $10.74万 | 0.00% | 148,895 | 54,176 | 57.2% | $3.91万 | 加仓 |
| AUR | AURORA INNOVATION INC 看跌期权 | $10.64万 | 0.00% | 15,600 | 15,600 | — | $10.64万 | 新建仓 |
| — | NETWORK-1 TECHNOLOGIES INC | $10.51万 | 0.00% | 71,500 | 71,500 | — | $10.51万 | 新建仓 |
| — | SENSEONICS HLDGS INC | $10.41万 | 0.00% | 18,331 | 18,331 | — | $10.41万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $10.36万 | 0.00% | 12,552 | -900 | -6.7% | -$7,425 | 减仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $10.34万 | 0.00% | 15,988 | 5,740 | 56.0% | $3.71万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC 看涨期权 | $10.22万 | 0.00% | 13,400 | 200 | 1.5% | $1,526 | 加仓 |
| — | SNAIL INC | $10.12万 | 0.00% | 163,123 | 163,123 | — | $10.12万 | 新建仓 |
| — | ENLIVEX LTD | $10.11万 | 0.00% | 183,924 | 37,512 | 25.6% | $2.06万 | 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 |
| — | PROTALIX BIOTHERAPEUTICS INC | $9.91万 | 0.00% | 42,515 | 24,386 | 134.5% | $5.68万 | 加仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $9.74万 | 0.00% | 22,563 | -37,544 | -62.5% | -$16.20万 | 减仓 |
| SBET | SHARPLINK INC | $9.71万 | 0.00% | 20,232 | 20,232 | — | $9.71万 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $9.71万 | 0.00% | 23,847 | -6,803 | -22.2% | -$2.77万 | 减仓 |
| — | INOGEN INC | $9.68万 | 0.00% | 15,015 | 3,496 | 30.3% | $2.25万 | 加仓 |
| — | VIOMI TECHNOLOGY CO LTD | $9.60万 | 0.00% | 122,800 | -119,368 | -49.3% | -$9.33万 | 减仓 |
| — | BRILLIANT EARTH GROUP INC | $9.56万 | 0.00% | 84,569 | -23,998 | -22.1% | -$2.71万 | 减仓 |
| ANGX | ANGEL STUDIOS INC. | $9.53万 | 0.00% | 25,978 | 25,978 | — | $9.53万 | 新建仓 |
| OFIX | ORTHOFIX MED INC | $9.50万 | 0.00% | 10,389 | 10,389 | — | $9.50万 | 新建仓 |
| — | DRILLING TOOLS INTL CORP | $9.46万 | 0.00% | 49,038 | 49,038 | — | $9.46万 | 新建仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $9.42万 | 0.00% | 31,730 | 31,730 | — | $9.42万 | 新建仓 |
| LUXE | LUXEXPERIENCE BV | $9.34万 | 0.00% | 12,576 | 12,576 | — | $9.34万 | 新建仓 |