TWO SIGMA INVESTMENTS, LP – Q2 2026 PF Holdings AUM: $125.95B NEWLY BOUGHT Top-25: #INTU #XLE #ICE #SPCX #FTV #SMCIP #GOOGN #CMCSA #LYB #NXPI #AVLV #VLUE #GOOGM #XME #TDG #AESI #DFAC #AVUS #XLB #RIO #DKS #DFLV #HUT #SOMN #EWC INCREASED Top-25: #BRK.B #BSX #COST #MA #ISRG #LMT #TMUS #C #SCHW #ABT #MSFT #GS #ASML #KMB #IBKR #CME #RBLX #DOW #AMD #EQIX #CMG #WFC #RTX #ITW #CI NO-CHANGE Top-25: #CEPF #KFII #KRSP #CCXI #DE #TLNC #AEXA #TACO #GKOS #ATII #AACB #OTGA #GLW #PM #CCXIU #NHIC #SZZL #AXIN #RTAC #NLY #MLAA #NWAX #APXT #MESH #KOYN REDUCED Top-25: #AMZN #NVDA #AAPL #TSLA #JPM #GOOGL #TJX #MS #PGR #BMY #ALNY #NET #ROST #BE #WCN #PLTR #AER #REGN #ON #META #GH #MU #MRNA #HPE #FCX SOLD-OFF Top-15: #XLK #XLRE #IYR #IBN #CHTR #IWM #ECL #MGC #VV #SMH #UHS #DFAR #MTUM #MCD #XLC Positive Returns (YTD): #SMH:+56% #XLK:+31% #MTUM:+25% #IWM:+22% #DFAR:+16% #VV:+13% #MGC:+13% #XLRE:+12% #IYR:+12% #ECL:+5% Negative Returns: #CHTR:-26% #UHS:-23% #MCD:-10% #XLC:-3% #IBN:-1% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis