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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 32 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 XPERI INC 86,694.0 $713K 0.00% NEW $8.23
622 USRT ISHARES TR 10,730.0 $713K 0.00% NEW $66.45 +1.0%
623 AIQ GLOBAL X FDS 10,856.0 $712K 0.00% NEW $65.61 -3.5%
624 LIBERTY CAP CORP 32,499.0 $712K 0.00% NEW $21.90
625 AGL CALL AGILON HEALTH INC Healthcare 6,600.0 $707K 0.00% NEW $107.18 -12.5%
626 BBAR BANCO BBVA ARGENTINA S A Financial Services 35,765.0 $701K 0.00% NEW $19.61 -28.0%
627 EYPT EYEPOINT INC Healthcare 48,574.0 $695K 0.00% NEW $14.30 -64.5%
628 LWLG CALL LIGHTWAVE LOGIC INC Basic Materials 72,500.0 $686K 0.00% NEW $9.46 -34.5%
629 LC CALL HAPPEN INC Financial Services 32,800.0 $680K 0.00% NEW $20.74 -7.4%
630 JYNT JOINT CORP Healthcare 76,519.0 $672K 0.00% NEW $8.78 -3.4%
631 MBWM MERCANTILE BK CORP Financial Services 11,634.0 $668K 0.00% NEW $57.42 +4.3%
632 CERS CERUS CORP Healthcare 228,172.0 $666K 0.00% NEW $2.92 -3.9%
633 CVLT CALL COMMVAULT SYS INC Technology 4,700.0 $666K 0.00% NEW $141.73 -6.7%
634 HST HOST HOTELS & RESORTS INC Real Estate 27,028.0 $641K 0.00% NEW $23.71 -2.3%
635 KARO KAROOOOO LTD Technology 12,944.0 $639K 0.00% NEW $49.36 +28.8%
636 ATEX PUT ANTERIX INC Communication Services 6,200.0 $638K 0.00% NEW $102.94 -12.3%
637 W PUT WAYFAIR INC Consumer Cyclical 6,900.0 $638K 0.00% NEW $92.42 +9.6%
638 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 109,791.0 $637K 0.00% NEW $5.80 -7.8%
639 EIX PUT EDISON INTL Utilities 8,500.0 $633K 0.00% NEW $74.45 -3.5%
640 MCHI PUT ISHARES TR 12,400.0 $633K 0.00% NEW $51.02 +9.1%
Page 32 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 31.9%
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%