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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 34 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CHAGEE HLDGS LTD 734,651.0 $8.8M 0.01% +717K +4182.4% $12.02
662 VICR CALL VICOR CORP Technology 23,200.0 $8.8M 0.01% +14K +144.2% $379.78 -47.2%
663 EPAC ENERPAC TOOL GROUP CORP Industrials 245,463.0 $8.8M 0.01% +191K +347.2% $35.86 +3.9%
664 ARIS ARIS MINING CORPORATION Basic Materials 589,486.0 $8.8M 0.01% +242K +69.6% $14.90 +40.0%
665 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 931,000.0 $8.7M 0.01% +342K +58.1% $9.39 +20.0%
666 KASPI KZ JSC 99,918.0 $8.7M 0.01% +92K +1185.0% $86.64
667 ETN PUT EATON CORP PLC Industrials 20,200.0 $8.6M 0.01% +2K +11.0% $426.12 -1.6%
668 WLDN WILLDAN GROUP INC Industrials 108,675.0 $8.6M 0.01% +30K +38.6% $79.10 +8.2%
669 NWS NEWS CORP NEW 303,874.0 $8.5M 0.01% +294K +3069.3% $28.06
670 PKX POSCO HOLDINGS INC Basic Materials 164,778.0 $8.5M 0.01% +133K +423.1% $51.38 +11.6%
671 NVS CALL NOVARTIS AG Healthcare 54,000.0 $8.5M 0.01% +10K +23.3% $156.72 +1.4%
672 ERO ERO COPPER CORP Basic Materials 316,880.0 $8.5M 0.01% +28K +9.8% $26.69 +47.7%
673 KLAC CALL KLA CORP Technology 27,900.0 $8.4M 0.01% +26K +1450.0% $301.71 -39.0%
674 WING PUT WINGSTOP INC Consumer Cyclical 48,500.0 $8.4M 0.01% +47K +3133.3% $173.41 -33.4%
675 LASR NLIGHT INC Technology 120,666.0 $8.4M 0.01% +26K +27.6% $69.62 -31.9%
676 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 240,579.0 $8.3M 0.01% +12K +5.4% $34.53 +22.4%
677 UPST CALL UPSTART HLDGS INC Financial Services 232,000.0 $8.2M 0.01% +131K +129.5% $35.43 -14.5%
678 SCHD PUT SCHWAB STRATEGIC TR 259,200.0 $8.2M 0.01% +18K +7.6% $31.71 +10.7%
679 HAE HAEMONETICS CORP MASS Healthcare 109,236.0 $8.2M 0.01% +52K +92.1% $75.00 +45.1%
680 CSIQ CALL CANADIAN SOLAR INC Energy 510,000.0 $8.2M 0.01% +122K +31.3% $16.02 -9.2%
Page 34 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%