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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 14 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MT PUT ARCELORMITTAL SA LUXEMBOURG Basic Materials 103,500.0 $6.2M 0.01% NEW $60.22 +19.6%
262 TROW PUT PRICE T ROWE GROUP INC Financial Services 54,400.0 $6.2M 0.01% NEW $113.69 -3.0%
263 UHS UNIVERSAL HLTH SVCS INC Healthcare 41,363.0 $6.2M 0.01% NEW $148.69 +16.4%
264 ROKU ROKU INC Communication Services 43,201.0 $6.0M 0.01% NEW $138.14 +14.2%
265 AVAV AEROVIRONMENT INC Industrials 35,825.0 $5.9M 0.01% NEW $165.07 +5.5%
266 PURR CALL HYPERLIQUID STRATEGIES INC Basic Materials 750,000.0 $5.9M 0.01% NEW $7.87 -8.5%
267 MAIR MADISON AIR SOLUTIONS CORP Industrials 149,881.0 $5.8M 0.01% NEW $39.00 -29.6%
268 FIRST HAWAIIAN INC 196,198.0 $5.7M 0.01% NEW $29.30
269 TS TENARIS S A Energy 103,502.0 $5.7M 0.01% NEW $55.49 -4.6%
270 NEWAMSTERDAM PHARMA COMPANY 168,901.0 $5.7M 0.01% NEW $33.89
271 NUVL NUVALENT INC Healthcare 46,306.0 $5.7M 0.01% NEW $123.50 +0.4%
272 UFPT UFP TECHNOLOGIES INC Healthcare 21,326.0 $5.7M 0.01% NEW $265.13 +18.4%
273 EWT PUT ISHARES INC 51,700.0 $5.6M 0.01% NEW $108.61 -3.9%
274 HNGE CALL HINGE HEALTH INC Healthcare 67,300.0 $5.6M 0.01% NEW $83.00 +6.3%
275 BROOKFIELD ASSET MANAGMT LTD 124,098.0 $5.6M 0.01% NEW $44.89
276 PUK PRUDENTIAL PLC Financial Services 206,351.0 $5.5M 0.01% NEW $26.81 +4.7%
277 KYIV KYIVSTAR GROUP LTD Communication Services 341,559.0 $5.5M 0.01% NEW $16.17 -20.2%
278 TIGR UP FINTECH HLDG LTD Financial Services 1,242,406.0 $5.5M 0.01% NEW $4.40 +8.6%
279 PELAGOS INS CAP LTD 222,880.0 $5.4M 0.01% NEW $24.35
280 SRAD SPORTRADAR GROUP AG Technology 354,924.0 $5.3M 0.01% NEW $14.97 -14.1%
Page 14 of 54  ·  1,078 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%