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Portfolio (Quarterly) Guide ↗

Point72 Asset Management, L.P.

· CIK 0001603466
13F Portfolio $90.7B AUM 3,923 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1078 New 1315 Added 1437 Reduced 859 Exited
Page 27 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,139,811.0 $15.8M 0.02% +1.1M +3982.3% $13.86 -23.3%
522 TRP PUT TC ENERGY CORP Energy 238,700.0 $15.8M 0.02% +147K +161.2% $66.14 -5.7%
523 OXY PUT OCCIDENTAL PETE CORP Energy 323,400.0 $15.7M 0.02% +31K +10.5% $48.57 +23.7%
524 NEM PUT NEWMONT CORP Basic Materials 168,000.0 $15.7M 0.02% +34K +25.6% $93.40 +33.9%
525 SUNC SUNOCOCORP LLC Energy 231,418.0 $15.7M 0.02% +102K +79.0% $67.67 +13.8%
526 CALL BUNGE GLOBAL SA 146,400.0 $15.6M 0.02% +32K +28.4% $106.73
527 SU PUT SUNCOR ENERGY INC NEW Energy 290,200.0 $15.6M 0.02% +21K +7.6% $53.68 +25.7%
528 CTVA CORTEVA INC Basic Materials 183,340.0 $15.5M 0.02% +160K +699.0% $84.69 -7.2%
529 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 1,803,451.0 $15.5M 0.02% +1.7M +1691.7% $8.57 +53.6%
530 KVUE KENVUE INC Consumer Defensive 808,029.0 $15.4M 0.02% +347K +75.2% $19.11 +0.1%
531 DE CALL DEERE & CO Industrials 24,200.0 $15.4M 0.02% +6K +36.0% $634.33 -8.5%
532 NN NEXTNAV INC Communication Services 855,637.0 $15.3M 0.02% +400K +87.7% $17.83 +2.4%
533 HAL PUT HALLIBURTON CO Energy 448,700.0 $15.2M 0.02% +430K +2312.4% $33.95 +3.2%
534 CVNA CALL CARVANA CO Consumer Cyclical 231,100.0 $15.2M 0.02% +201K +675.5% $65.82 +7.0%
535 DOW CALL DOW HLDGS INC Basic Materials 550,900.0 $15.1M 0.02% +32K +6.2% $27.36 +16.0%
536 NOK PUT NOKIA CORP Technology 1,129,000.0 $15.0M 0.02% +354K +45.8% $13.28 -23.7%
537 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 1,079,700.0 $15.0M 0.02% +844K +357.1% $13.86 -23.3%
538 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 1,166,752.0 $14.9M 0.02% +1.0M +830.3% $12.76 -0.2%
539 T PUT AT&T INC Communication Services 718,500.0 $14.9M 0.02% +538K +298.7% $20.70 +21.4%
540 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 252,700.0 $14.8M 0.02% +25K +10.9% $58.44 -44.2%
Page 27 of 66  ·  1,315 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%