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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 28 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 STN STANTEC INC Industrials 213,126.0 $14.7M 0.02% +161K +308.7% $68.88 +7.5%
542 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 311,493.0 $14.7M 0.02% +106K +51.7% $47.13 -2.8%
543 DOCN PUT DIGITALOCEAN HLDGS INC Technology 93,000.0 $14.6M 0.02% +71K +328.6% $157.03 -26.4%
544 KKR CALL KKR & CO INC 158,400.0 $14.5M 0.02% +31K +24.7% $91.78
545 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 231,500.0 $14.5M 0.02% +126K +118.4% $62.63 +40.4%
546 PEP CALL PEPSICO INC Consumer Defensive 106,900.0 $14.5M 0.02% +48K +82.4% $135.40 +6.0%
547 AJG GALLAGHER ARTHUR J & CO Financial Services 63,010.0 $14.5M 0.02% +32K +104.0% $229.57 +15.0%
548 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 150,300.0 $14.4M 0.02% +2K +1.4% $96.12 -50.3%
549 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 450,727.0 $14.3M 0.02% +141K +45.6% $31.80 +9.3%
550 WU WESTERN UN CO Financial Services 1,857,989.0 $14.3M 0.02% +609K +48.7% $7.70 -5.3%
551 AXP PUT AMERICAN EXPRESS CO Financial Services 41,900.0 $14.2M 0.02% +29K +232.5% $338.25 -0.6%
552 AZO CALL AUTOZONE INC Consumer Cyclical 4,400.0 $14.1M 0.02% +3K +266.7% $3195.94 -7.4%
553 POET CALL POET TECHNOLOGIES INC Technology 1,341,400.0 $13.8M 0.01% +783K +140.2% $10.28 -19.7%
554 MMS MAXIMUS INC Industrials 256,453.0 $13.8M 0.01% +53K +26.2% $53.76 +8.3%
555 LUV PUT SOUTHWEST AIRLS CO Industrials 268,100.0 $13.8M 0.01% +61K +29.3% $51.42 -21.5%
556 HPQ CALL HP INC Technology 626,400.0 $13.7M 0.01% +64K +11.3% $21.94 +35.4%
557 AXP CALL AMERICAN EXPRESS CO Financial Services 40,300.0 $13.6M 0.01% +21K +108.8% $338.25 -0.6%
558 LBRDK LIBERTY BROADBAND CORP Communication Services 409,638.0 $13.6M 0.01% +143K +53.7% $33.26 +8.3%
559 COLD AMERICOLD REALTY TRUST INC Real Estate 860,862.0 $13.5M 0.01% +793K +1160.7% $15.72 -3.0%
560 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 399,200.0 $13.5M 0.01% +16K +4.1% $33.88 +10.2%
Page 28 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%