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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 35 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SYY PUT SYSCO CORP Consumer Defensive 5,600.0 $468K 0.00% NEW $83.58 -0.6%
682 BROOKFIELD WEALTH SOL LTD 10,945.0 $466K 0.00% NEW $42.57
683 SHOULDER INNOVATIONS INC 22,920.0 $465K 0.00% NEW $20.28
684 CACI CALL CACI INTL INC Technology 1,000.0 $463K 0.00% NEW $463.26 +39.5%
685 BARNES & NOBLE ED INC 36,697.0 $461K 0.00% NEW $12.56
686 TSAT TELESAT CORP Technology 9,066.0 $459K 0.00% NEW $50.60 -12.5%
687 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 14,900.0 $458K 0.00% NEW $30.71 +17.4%
688 FUBO PUT FUBOTV INC Communication Services 49,600.0 $456K 0.00% NEW $9.20 +15.1%
689 RNAC CARTESIAN THERAPEUTICS INC Healthcare 43,627.0 $455K 0.00% NEW $10.42 -1.8%
690 EWJ ISHARES INC 4,750.0 $443K NEW $93.27 +1.1%
691 BLND BLEND LABS INC Technology 257,170.0 $440K NEW $1.71 -14.6%
692 ZBH PUT ZIMMER BIOMET HOLDINGS INC Healthcare 5,100.0 $439K NEW $86.09 +15.0%
693 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 94,898.0 $438K NEW $4.62 -32.5%
694 LC PUT HAPPEN INC Financial Services 21,100.0 $438K NEW $20.74 -7.4%
695 MKC PUT MCCORMICK & CO INC Consumer Defensive 8,600.0 $434K NEW $50.42 +9.5%
696 SVC CALL SERVICE PPTYS TR Real Estate 254,800.0 $431K NEW $1.69 +378.7%
697 CALL APTIV PLC 7,000.0 $430K NEW $61.38
698 KEN KENON HLDGS LTD Utilities 6,390.0 $427K NEW $66.86 -2.5%
699 TEL PUT TE CONNECTIVITY PLC Technology 2,100.0 $423K NEW $201.61 -0.5%
700 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 217,950.0 $423K NEW $1.94 -14.4%
Page 35 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%