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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 33 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AVUV AMERICAN CENTY ETF TR 5,068.0 $632K 0.00% NEW $124.76 +1.0%
642 SSTK SHUTTERSTOCK INC Communication Services 44,935.0 $627K 0.00% NEW $13.95 -61.4%
643 CTVA CALL CORTEVA INC Basic Materials 7,400.0 $627K 0.00% NEW $84.69 -4.4%
644 MTRN PUT MATERION CORP Basic Materials 2,100.0 $625K 0.00% NEW $297.39 -23.5%
645 CGNX CALL COGNEX CORP Technology 8,600.0 $623K 0.00% NEW $72.42 -17.8%
646 PACK RANPAK HOLDINGS CORP Consumer Cyclical 84,765.0 $620K 0.00% NEW $7.31 -30.4%
647 FRHC FREEDOM HOLDING CORP Financial Services 4,732.0 $617K 0.00% NEW $130.47 +28.2%
648 FSTR FOSTER L B CO Industrials 13,524.0 $611K 0.00% NEW $45.17 -16.5%
649 LINCOLN INTL INC 25,582.0 $611K 0.00% NEW $23.87
650 FENC FENNEC PHARMACEUTICALS INC Healthcare 56,407.0 $606K 0.00% NEW $10.75 +6.7%
651 IYM ISHARES TR 3,346.0 $601K 0.00% NEW $179.53 +8.6%
652 PUT ROBOSTRATEGY INC 15,000.0 $596K 0.00% NEW $39.75
653 GMR SOLUTIONS INC 37,956.0 $587K 0.00% NEW $15.46
654 IDXX CALL IDEXX LABS INC Healthcare 1,100.0 $579K 0.00% NEW $526.44 +5.2%
655 OCTAVE INTELLIGENCE PLC 35,242.0 $574K 0.00% NEW $16.30
656 JACK JACK IN THE BOX INC Consumer Cyclical 35,591.0 $563K 0.00% NEW $15.81 +7.2%
657 WMB PUT WILLIAMS COS INC Energy 7,500.0 $558K 0.00% NEW $74.34 -5.8%
658 YOU PUT CLEAR SECURE INC Technology 10,000.0 $557K 0.00% NEW $55.73 -22.4%
659 FRONTVIEW REIT INC 27,400.0 $554K 0.00% NEW $20.23
660 RWR SPDR SERIES TRUST 4,874.0 $551K 0.00% NEW $112.97 +1.1%
Page 33 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%