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 |
|---|---|---|---|---|---|---|---|---|
| — | RENT THE RUNWAY INC | $9.15万 | 0.00% | 29,054 | -50,596 | -63.5% | -$15.94万 | 减仓 |
| — | OXFORD SQUARE CAP CORP | $9.07万 | 0.00% | 68,742 | -3,900 | -5.4% | -$5,148 | 减仓 |
| XFOR | X4 PHARMACEUTICALS INC | $9.07万 | 0.00% | 19,426 | 5,558 | 40.1% | $2.60万 | 加仓 |
| — | AUREUS GREENWAY HLDGS INC | $9.01万 | 0.00% | 22,574 | 22,574 | — | $9.01万 | 新建仓 |
| — | NIU TECHNOLOGIES | $9.00万 | 0.00% | 44,800 | -11,400 | -20.3% | -$2.29万 | 重新持有 |
| — | AQUABOUNTY TECHNOLOGIES INC | $8.86万 | 0.00% | 82,803 | -9,998 | -10.8% | -$1.07万 | 减仓 |
| — | MARKER THERAPEUTICS INC | $8.85万 | 0.00% | 60,201 | -800 | -1.3% | -$1,176 | 减仓 |
| YEXT | YEXT INC | $8.81万 | 0.00% | 18,865 | -10,602 | -36.0% | -$4.95万 | 减仓 |
| — | REGENCELL BIOSCIENCE HLDGS L | $8.77万 | 0.00% | 14,406 | 14,406 | — | $8.77万 | 新建仓 |
| — | D MARKET ELECTR SVCS & TRADI | $8.62万 | 0.00% | 29,612 | -10,126 | -25.5% | -$2.95万 | 减仓 |
| — | PLAYSTUDIOS INC | $8.61万 | 0.00% | 172,500 | -8,600 | -4.7% | -$4,291 | 减仓 |
| — | TRX GOLD CORPORATION | $8.54万 | 0.00% | 103,531 | -343,804 | -76.9% | -$28.36万 | 减仓 |
| — | BUZZFEED INC | $8.49万 | 0.00% | 58,124 | 58,124 | — | $8.49万 | 新建仓 |
| — | BARNWELL INDS INC | $8.46万 | 0.00% | 83,787 | 83,787 | — | $8.46万 | 新建仓 |
| — | UNIVERSAL SAFETY PRODS INC | $8.38万 | 0.00% | 18,256 | -6,756 | -27.0% | -$3.10万 | 减仓 |
| — | TON STRATEGY CO | $8.34万 | 0.00% | 32,689 | 1,390 | 4.4% | $3,545 | 加仓 |
| SABR | SABRE CORP | $8.25万 | 0.00% | 39,482 | -155,171 | -79.7% | -$32.43万 | 重新持有 |
| — | JE CLEANTECH HOLDINGS LIMITE | $8.19万 | 0.00% | 57,695 | 57,695 | — | $8.19万 | 新建仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $7.77万 | 0.00% | 42,000 | -1,300 | -3.0% | -$2,405 | 减仓 |
| — | MILLENNIUM GROUP INTL HLDGS | $7.74万 | 0.00% | 51,765 | -1,480 | -2.8% | -$2,213 | 减仓 |
| — | AN2 THERAPEUTICS INC | $7.70万 | 0.00% | 15,913 | -162,605 | -91.1% | -$78.70万 | 重新持有 |
| RPAY | REPAY HLDGS CORP | $7.41万 | 0.00% | 17,649 | -5,251 | -22.9% | -$2.21万 | 减仓 |
| — | MAIA BIOTECHNOLOGY INC | $7.26万 | 0.00% | 50,383 | 50,383 | — | $7.26万 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $7.20万 | 0.00% | 54,947 | -33,638 | -38.0% | -$4.41万 | 减仓 |
| — | AUDIOEYE INC | $7.13万 | 0.00% | 12,268 | 12,268 | — | $7.13万 | 新建仓 |
| — | AEYE INC | $7.10万 | 0.00% | 49,338 | 11,320 | 29.8% | $1.63万 | 加仓 |
| — | ODYSSEY MARINE EXPL INC | $6.76万 | 0.00% | 79,485 | -13,135 | -14.2% | -$1.12万 | 减仓 |
| — | SIMPPLE LTD | $6.75万 | 0.00% | 17,362 | 17,362 | — | $6.75万 | 新建仓 |
| — | INTELLIGENT PROTECTION MANAG | $6.71万 | 0.00% | 38,577 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $6.69万 | 0.00% | 48,831 | -37,375 | -43.4% | -$5.12万 | 减仓 |
| — | INSIGHT MOLECULAR DIA INC | $6.55万 | 0.00% | 11,101 | 11,101 | — | $6.55万 | 新建仓 |
| — | XEROX HOLDINGS CORP | $6.46万 | 0.00% | 234,885 | -700 | -0.3% | -$192 | 减仓 |
| CINT | CI&T INC | $6.45万 | 0.00% | 19,304 | -29,754 | -60.7% | -$9.94万 | 重新持有 |
| — | SNDL INC | $6.40万 | 0.00% | 47,400 | -6,300 | -11.7% | -$8,505 | 减仓 |
| — | BAIRD MED INVT HLDGS LTD | $6.38万 | 0.00% | 55,500 | 8,913 | 19.1% | $1.02万 | 加仓 |
| QNC | QUANTUM EMOTION CORP | $6.38万 | 0.00% | 20,448 | 20,448 | — | $6.38万 | 新建仓 |
| — | GEMINI SPACE STA INC | $6.33万 | 0.00% | 14,850 | 14,850 | — | $6.33万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $6.20万 | 0.00% | 47,666 | -159,324 | -77.0% | -$20.71万 | 减仓 |
| — | CURRENC GROUP INC | $6.17万 | 0.00% | 22,869 | -36,667 | -61.6% | -$9.90万 | 减仓 |
| — | KORU MEDICAL SYSTEMS INC | $6.14万 | 0.00% | 14,611 | -77,034 | -84.1% | -$32.35万 | 减仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $6.07万 | 0.00% | 12,445 | -4,155 | -25.0% | -$2.03万 | 重新持有 |
| — | PRESIDIO PPTY TR INC | $5.94万 | 0.00% | 23,631 | 23,631 | — | $5.94万 | 新建仓 |
| — | OS THERAPIES INCORPORATED | $5.78万 | 0.00% | 30,414 | 4,034 | 15.3% | $7,665 | 加仓 |
| PTLO | PORTILLOS INC | $5.74万 | 0.00% | 12,100 | 12,100 | — | $5.74万 | 新建仓 |
| — | EON RESOURCES INC | $5.35万 | 0.00% | 121,251 | 15,980 | 15.2% | $7,055 | 加仓 |
| — | GULF RES INC | $5.35万 | 0.00% | 14,652 | -2,931 | -16.7% | -$1.07万 | 减仓 |
| — | MOBILICOM LTD | $5.18万 | 0.00% | 10,088 | -2,622 | -20.6% | -$1.35万 | 减仓 |
| — | CANOPY GROWTH CORPORATION | $5.11万 | 0.00% | 53,745 | 53,745 | — | $5.11万 | 新建仓 |
| — | ADAGENE INC | $5.02万 | 0.00% | 11,953 | 11,953 | — | $5.02万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $4.92万 | 0.00% | 80,411 | 13,839 | 20.8% | $8,474 | 加仓 |
| — | KULR TECHNOLOGY GROUP INC | $4.84万 | 0.00% | 12,710 | 12,710 | — | $4.84万 | 新建仓 |
| — | 5E ADVANCED MATERIALS INC | $4.79万 | 0.00% | 34,488 | 19,517 | 130.4% | $2.71万 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $4.79万 | 0.00% | 24,930 | 1,406 | 6.0% | $2,700 | 加仓 |
| — | IT TECH PACKAGING INC | $4.62万 | 0.00% | 250,000 | -58,100 | -18.9% | -$1.07万 | 减仓 |
| — | DHI GROUP INC | $4.61万 | 0.00% | 12,426 | 12,426 | — | $4.61万 | 新建仓 |
| — | ZEDGE INC | $4.51万 | 0.00% | 14,561 | 14,561 | — | $4.51万 | 新建仓 |
| GSM | FERROGLOBE PLC | $4.20万 | 0.00% | 13,200 | 1,900 | 16.8% | $6,042 | 加仓 |
| — | ZENATECH INC | $4.18万 | 0.00% | 27,861 | 27,861 | — | $4.18万 | 新建仓 |
| — | ORGANIGRAM GLOBAL INC | $3.71万 | 0.00% | 36,365 | -50,605 | -58.2% | -$5.16万 | 减仓 |
| SLDP | SOLID POWER INC | $3.60万 | 0.00% | 13,900 | -133,300 | -90.6% | -$34.52万 | 减仓 |
| — | ALLARITY THERAPEUTICS INC | $3.55万 | 0.00% | 27,492 | 0 | 0.0% | — | 不变 |
| — | TROOPS INC | $3.47万 | 0.00% | 14,116 | 0 | 0.0% | — | 不变 |
| — | AMPERCAP ACQUISITION CO | $3.40万 | 0.00% | 226,562 | 226,562 | — | $3.40万 | 新建仓 |
| — | PASITHEA THERAPEUTICS CORP | $3.31万 | 0.00% | 64,166 | 32,585 | 103.2% | $1.68万 | 加仓 |
| — | INDONESIA ENERGY CORP LTD | $3.28万 | 0.00% | 11,962 | 1,016 | 9.3% | $2,784 | 加仓 |
| — | IMMUTEP LTD | $3.22万 | 0.00% | 77,130 | -47,630 | -38.2% | -$1.99万 | 减仓 |
| — | SENTAGE HOLDINGS INC | $3.04万 | 0.00% | 15,057 | -3,900 | -20.6% | -$7,878 | 减仓 |
| — | XCEL BRANDS INC | $2.97万 | 0.00% | 16,518 | -587 | -3.4% | -$1,057 | 减仓 |
| — | TOP FINANCIAL GROUP LTD | $2.97万 | 0.00% | 16,214 | 16,214 | — | $2.97万 | 新建仓 |
| — | SERA PROGNOSTICS INC | $2.95万 | 0.00% | 16,221 | -5,743 | -26.1% | -$1.05万 | 减仓 |
| — | FULL HSE RESORTS INC | $2.87万 | 0.00% | 10,286 | 10,286 | — | $2.87万 | 新建仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $2.79万 | 0.00% | 11,461 | -15,536 | -57.5% | -$3.78万 | 减仓 |
| — | HEALTH CATALYST INC | $2.73万 | 0.00% | 13,713 | -86,384 | -86.3% | -$17.19万 | 重新持有 |
| — | 374WATER INC | $2.59万 | 0.00% | 13,627 | 0 | 0.0% | — | 不变 |
| — | SO YOUNG INTERNATIONAL INC | $2.49万 | 0.00% | 16,800 | 3,900 | 30.2% | $5,772 | 加仓 |
| — | BATTALION OIL CORP | $2.42万 | 0.00% | 18,496 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $2.37万 | 0.00% | 10,983 | -458 | -4.0% | -$989 | 减仓 |
| — | HUMACYTE INC | $2.31万 | 0.00% | 29,548 | -147,988 | -83.4% | -$11.55万 | 减仓 |
| — | KALTURA INC | $2.28万 | 0.00% | 17,572 | -27,914 | -61.4% | -$3.63万 | 重新持有 |
| — | NAMIB MINERALS | $2.24万 | 0.00% | 11,909 | -4,142 | -25.8% | -$7,787 | 重新持有 |
| — | PHIO PHARMACEUTICALS CORP | $2.20万 | 0.00% | 21,501 | -10,994 | -33.8% | -$1.13万 | 减仓 |
| — | ALSET INC | $2.12万 | 0.00% | 14,744 | -7,230 | -32.9% | -$1.04万 | 减仓 |
| — | BT BRANDS INC | $2.11万 | 0.00% | 19,699 | 8,359 | 73.7% | $8,944 | 加仓 |
| — | DRAGONFLY ENERGY HOLDINGS CO | $2.09万 | 0.00% | 10,640 | 10,640 | — | $2.09万 | 新建仓 |
| TUYA | TUYA INC | $1.99万 | 0.00% | 11,300 | 11,300 | — | $1.99万 | 新建仓 |
| — | HOUR LOOP INC | $1.92万 | 0.00% | 10,451 | -22,000 | -67.8% | -$4.05万 | 减仓 |
| — | EDUCATIONAL DEV CORP | $1.91万 | 0.00% | 12,652 | 0 | 0.0% | — | 不变 |
| — | MICROCLOUD HOLOGRAM INC | $1.87万 | 0.00% | 12,153 | 12,153 | — | $1.87万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $1.85万 | 0.00% | 14,100 | -605,766 | -97.7% | -$79.36万 | 减仓 |
| — | MEDICINOVA INC | $1.79万 | 0.00% | 13,526 | -16,283 | -54.6% | -$2.15万 | 减仓 |
| — | VERIFYME INC | $1.66万 | 0.00% | 27,101 | -13,533 | -33.3% | -$8,309 | 减仓 |
| — | NEW CONCEPT ENERGY INC | $1.66万 | 0.00% | 24,011 | 24,011 | — | $1.66万 | 新建仓 |
| — | QUEST RESOURCE HLDG CORP | $1.61万 | 0.00% | 12,801 | -3,600 | -21.9% | -$4,536 | 减仓 |
| — | HUIZE HLDG LTD | $1.45万 | 0.00% | 13,031 | -10,283 | -44.1% | -$1.14万 | 减仓 |
| — | CONTEXT THERAPEUTICS INC | $1.44万 | 0.00% | 25,941 | 25,941 | — | $1.44万 | 新建仓 |
| — | ROBIN ENERGY LTD | $1.39万 | 0.00% | 20,604 | 20,604 | — | $1.39万 | 新建仓 |
| — | MAGIC EMPIRE GLOBAL LTD | $1.34万 | 0.00% | 10,571 | 0 | 0.0% | — | 不变 |
| — | STABLECOIN DEV CORP | $1.30万 | 0.00% | 12,396 | -12,399 | -50.0% | -$1.30万 | 减仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $1.28万 | 0.00% | 14,886 | 14,886 | — | $1.28万 | 新建仓 |
| — | BIG SKY INDL INC | $1.21万 | 0.00% | 10,993 | 10,993 | — | $1.21万 | 新建仓 |