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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 39 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 MAT CALL MATTEL INC Consumer Cyclical 21,500.0 $298K NEW $13.88 +6.1%
762 BARK BARK INC Consumer Cyclical 29,844.0 $298K NEW $9.98 -0.4%
763 ESI CALL ELEMENT SOLUTIONS INC Basic Materials 6,200.0 $296K NEW $47.75 -25.6%
764 KARDIGAN INC 12,386.0 $295K NEW $23.85
765 VIRC VIRCO MFG CO Consumer Cyclical 48,085.0 $295K NEW $6.14 -4.1%
766 ADMA PUT ADMA BIOLOGICS INC Healthcare 35,100.0 $294K NEW $8.37 +16.6%
767 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 34,600.0 $289K NEW $8.35 +6.0%
768 FUBO CALL FUBOTV INC Communication Services 31,400.0 $289K NEW $9.20 +15.1%
769 CRCL CIRCLE INTERNET GROUP INC Financial Services 4,600.0 $288K NEW $62.63 +33.6%
770 FLXS FLEXSTEEL INDS INC Consumer Cyclical 3,831.0 $285K NEW $74.48 +7.5%
771 CALL DIGI PWR X INC 51,800.0 $282K NEW $5.45
772 HAS CALL HASBRO INC Consumer Cyclical 3,400.0 $281K NEW $82.59 +13.3%
773 PUT IRIDIUM COMMUNICATIONS INC 5,100.0 $280K NEW $54.85
774 FORBRIGHT INC 15,251.0 $279K NEW $18.29
775 BBBY CALL BED BATH & BEYOND INC Consumer Cyclical 47,800.0 $277K NEW $5.79 -26.1%
776 ARCC CALL ARES CAPITAL CORP Financial Services 14,900.0 $276K NEW $18.53 +6.7%
777 UTI PUT UNIVERSAL TECHNICAL INST INC Consumer Defensive 6,300.0 $269K NEW $42.77 -46.4%
778 MSBI MIDLAND STATES BANCORP INC Financial Services 8,609.0 $268K NEW $31.14 +4.5%
779 VSCO PUT VICTORIAS SECRET AND CO Consumer Cyclical 3,200.0 $267K NEW $83.48 +0.7%
780 CF BANKSHARES INC 8,098.0 $265K NEW $32.77
Page 39 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%