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 |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$675.56万 | 清仓 |
| — | CENTURION ACQUISITION CORP | $0 | 0.00% | 0 | -625,000 | -100.0% | -$672.50万 | 清仓 |
| — | CARTESIAN GROWTH CORP III | $0 | 0.00% | 0 | -653,259 | -100.0% | -$669.92万 | 清仓 |
| BOBS | BOBS DISC FURNITURE INC | $0 | 0.00% | 0 | -564,122 | -100.0% | -$662.84万 | 清仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -67,700 | -100.0% | -$656.55万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -100,522 | -100.0% | -$652.79万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -130,500 | -100.0% | -$647.41万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -1,055,155 | -100.0% | -$622.54万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -52,600 | -100.0% | -$620.79万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -300,580 | -100.0% | -$619.80万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -72,600 | -100.0% | -$604.10万 | 清仓 |
| GWW | WW GRAINGER INC 看涨期权 | $0 | 0.00% | 0 | -5,400 | -100.0% | -$589.04万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -213,686 | -100.0% | -$583.79万 | 清仓 |
| — | IDEA ACQUISITION CORP | $0 | 0.00% | 0 | -583,593 | -100.0% | -$578.34万 | 清仓 |
| — | REAL ASSET ACQUISITION CORP | $0 | 0.00% | 0 | -543,750 | -100.0% | -$570.94万 | 清仓 |
| — | SPRING VY ACQUISITION CORP I | $0 | 0.00% | 0 | -554,070 | -100.0% | -$562.94万 | 清仓 |
| GLD | SPDR GOLD TR 看跌期权 | $0 | 0.00% | 0 | -13,000 | -100.0% | -$559.38万 | 清仓 |
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -13,000 | -100.0% | -$559.38万 | 清仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $0 | 0.00% | 0 | -543,750 | -100.0% | -$556.80万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -533,400 | -100.0% | -$554.74万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -6,000,000 | -100.0% | -$540.91万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -106,348 | -100.0% | -$538.76万 | 清仓 |
| — | SIM ACQUISITION CORP. I | $0 | 0.00% | 0 | -500,000 | -100.0% | -$536.00万 | 清仓 |
| — | VINE HILL CAP INVT CORP. | $0 | 0.00% | 0 | -481,542 | -100.0% | -$529.70万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -45,600 | -100.0% | -$529.46万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看跌期权 | $0 | 0.00% | 0 | -8,900 | -100.0% | -$527.75万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -38,200 | -100.0% | -$514.36万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -68,938 | -100.0% | -$494.70万 | 清仓 |
| — | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -4,300,000 | -100.0% | -$492.35万 | 清仓 |
| FACT | FACT II ACQUISITION CORP | $0 | 0.00% | 0 | -464,728 | -100.0% | -$487.96万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -196,698 | -100.0% | -$486.24万 | 清仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -122,100 | -100.0% | -$479.49万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -30,993 | -100.0% | -$472.18万 | 清仓 |
| — | MOZAYYX ACQUISITION CORP | $0 | 0.00% | 0 | -473,062 | -100.0% | -$470.22万 | 清仓 |
| — | HCM IV ACQUISITION CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$454.48万 | 清仓 |
| — | BLEICHROEDER ACQUISITI CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$454.03万 | 清仓 |
| — | AVERIN CAP ACQUISITION CORP | $0 | 0.00% | 0 | -453,124 | -100.0% | -$453.12万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -85,096 | -100.0% | -$438.93万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -46,700 | -100.0% | -$435.52万 | 清仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -45,400 | -100.0% | -$434.43万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -102,900 | -100.0% | -$432.69万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | -47,824 | -100.0% | -$417.98万 | 清仓 |
| UVXY | PROSHARES TR II | $0 | 0.00% | 0 | -79,385 | -100.0% | -$415.18万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -16,299 | -100.0% | -$409.61万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -319,709 | -100.0% | -$399.00万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -302,340 | -100.0% | -$396.07万 | 清仓 |
| — | NIO INC | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$395.50万 | 清仓 |
| — | TAVIA ACQUISITION CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$382.80万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -265,113 | -100.0% | -$382.56万 | 清仓 |
| — | HENNESSY CAP INVTS CORP VIII | $0 | 0.00% | 0 | -380,625 | -100.0% | -$380.62万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$378.24万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -1,931,748 | -100.0% | -$376.69万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -137,664 | -100.0% | -$376.10万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC 看涨期权 | $0 | 0.00% | 0 | -266,700 | -100.0% | -$374.45万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -85,200 | -100.0% | -$372.66万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -343,029 | -100.0% | -$371.16万 | 清仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -77,100 | -100.0% | -$370.62万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -151,030 | -100.0% | -$364.13万 | 清仓 |
| — | KENSINGTON CAP ACQUIST CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$363.95万 | 清仓 |
| — | LEGATO MERGER CORP IV | $0 | 0.00% | 0 | -362,500 | -100.0% | -$361.77万 | 清仓 |
| — | TRG LATIN AMER ACQUIS CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$360.69万 | 清仓 |
| — | WISDOMTREE INC | $0 | 0.00% | 0 | -2,712,000 | -100.0% | -$360.34万 | 清仓 |
| — | ABONY ACQUISITION CORP I | $0 | 0.00% | 0 | -362,500 | -100.0% | -$359.96万 | 清仓 |
| SPUS | TIDAL TRUST I | $0 | 0.00% | 0 | -74,700 | -100.0% | -$359.76万 | 清仓 |
| — | ILLUMINATION ACQUISITIO CORP | $0 | 0.00% | 0 | -362,500 | -100.0% | -$359.60万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -20,623 | -100.0% | -$355.75万 | 清仓 |
| — | RANGE CAP ACQUISITION CORP | $0 | 0.00% | 0 | -332,291 | -100.0% | -$349.24万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -130,627 | -100.0% | -$348.64万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -9,145 | -100.0% | -$347.42万 | 清仓 |
| — | QDRO ACQUISITION CORP | $0 | 0.00% | 0 | -342,708 | -100.0% | -$339.62万 | 清仓 |
| — | A PARADISE ACQUISITION CORP | $0 | 0.00% | 0 | -332,419 | -100.0% | -$338.07万 | 清仓 |
| — | SPARTACUS ACQUISITION CORP I | $0 | 0.00% | 0 | -336,458 | -100.0% | -$337.47万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -61,465 | -100.0% | -$332.77万 | 清仓 |
| PEP | PEPSICO INC 看跌期权 | $0 | 0.00% | 0 | -21,200 | -100.0% | -$329.21万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -81,700 | -100.0% | -$328.35万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -60,092 | -100.0% | -$325.04万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -20,222 | -100.0% | -$324.20万 | 清仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -23,300 | -100.0% | -$320.61万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -28,934 | -100.0% | -$320.18万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -85,625 | -100.0% | -$316.81万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP 看涨期权 | $0 | 0.00% | 0 | -51,000 | -100.0% | -$315.79万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -112,500 | -100.0% | -$311.94万 | 清仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -38,400 | -100.0% | -$311.46万 | 清仓 |
| — | INFLECTION PT ACQUISIT CORP | $0 | 0.00% | 0 | -307,500 | -100.0% | -$311.19万 | 清仓 |
| BETA | BETA TECHNOLOGIES INC | $0 | 0.00% | 0 | -210,987 | -100.0% | -$310.15万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -153,459 | -100.0% | -$308.91万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -54,676 | -100.0% | -$304.38万 | 清仓 |
| PEP | PEPSICO INC 看涨期权 | $0 | 0.00% | 0 | -19,500 | -100.0% | -$302.82万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -118,700 | -100.0% | -$291.41万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -54,366 | -100.0% | -$286.62万 | 清仓 |
| BCH | BANCO DE CHILE | $0 | 0.00% | 0 | -75,255 | -100.0% | -$278.74万 | 清仓 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,600 | -100.0% | -$277.84万 | 清仓 |
| — | SUMA ACQUISITION CORP | $0 | 0.00% | 0 | -271,875 | -100.0% | -$272.42万 | 清仓 |
| — | KPET ULTRA PACELINE CORP | $0 | 0.00% | 0 | -271,875 | -100.0% | -$271.88万 | 清仓 |
| — | PALOMA ACQUISITION CORP I | $0 | 0.00% | 0 | -271,875 | -100.0% | -$271.33万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -31,577 | -100.0% | -$268.69万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -27,837 | -100.0% | -$251.43万 | 清仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -45,000 | -100.0% | -$250.47万 | 清仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -28,900 | -100.0% | -$244.26万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -145,184 | -100.0% | -$239.84万 | 清仓 |