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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 64 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SOUNDTHINKING INC 54,516.0 $493K 0.00% +42K +346.0% $9.05
1262 STRATA CRITICAL MEDICAL INC 93,363.0 $492K 0.00% +26K +39.3% $5.27
1263 AM CALL ANTERO MIDSTREAM CORP Energy 21,000.0 $478K 0.00% +2K +13.5% $22.75 -2.6%
1264 WELL CALL WELLTOWER INC Real Estate 2,100.0 $477K 0.00% +1K +90.9% $226.97 +3.7%
1265 NDAQ CALL NASDAQ INC Financial Services 6,000.0 $473K 0.00% +1K +22.4% $78.82 +22.7%
1266 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 800.0 $461K 0.00% +200.0 +33.3% $576.70 -6.6%
1267 INTEGRA RES CORP 199,742.0 $453K +102K +103.8% $2.27
1268 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 3,400.0 $451K +1K +47.8% $132.52 +3.2%
1269 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 14,937.0 $447K +2K +11.3% $29.93 +11.8%
1270 IE IVANHOE ELECTRIC INC Technology 45,750.0 $440K +3K +7.3% $9.61 +10.2%
1271 ADMA CALL ADMA BIOLOGICS INC Healthcare 50,100.0 $419K +29K +139.7% $8.37 +11.6%
1272 RKT PUT ROCKET COS INC Financial Services 26,100.0 $411K +12K +91.9% $15.75 -7.9%
1273 EDIT EDITAS MEDICINE INC Healthcare 125,234.0 $406K +8K +7.0% $3.24 -12.3%
1274 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 4,400.0 $405K +1K +46.7% $92.09 -2.0%
1275 PFBC PREFERRED BK LOS ANGELES CA Financial Services 3,690.0 $392K +178.0 +5.1% $106.26 +1.1%
1276 POWW OUTDOOR HOLDING CO Industrials 165,970.0 $378K +93K +127.6% $2.28 -2.6%
1277 HDV CALL ISHARES TR 13,500.0 $370K +8K +128.8% $27.41 +6.6%
1278 LYEL LYELL IMMUNOPHARMA INC Healthcare 26,080.0 $366K +5K +22.5% $14.05 -3.6%
1279 ACHR CALL ARCHER AVIATION INC Industrials 77,100.0 $365K +60K +340.6% $4.73 +35.1%
1280 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 4,300.0 $364K +500.0 +13.2% $84.58 -4.7%
Page 64 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%