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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 43 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MRAM CALL EVERSPIN TECHNOLOGIES INC Technology 8,800.0 $213K NEW $24.18 -27.9%
842 PLBC PLUMAS BANCORP Financial Services 3,593.0 $210K NEW $58.44 +4.3%
843 TRDA ENTRADA THERAPEUTICS INC Healthcare 28,500.0 $210K NEW $7.36 +5.7%
844 RPV INVESCO EXCHANGE TRADED FD T 1,837.0 $209K NEW $113.82 +7.3%
845 SSSS SURO CAPITAL CORP Financial Services 16,348.0 $205K NEW $12.54 -13.6%
846 OFLX OMEGA FLEX INC Industrials 6,530.0 $205K NEW $31.39 -11.0%
847 WELL PUT WELLTOWER INC Real Estate 900.0 $204K NEW $226.97 +3.9%
848 FBIN PUT FORTUNE BRANDS INNOVATIONS I Industrials 3,700.0 $203K NEW $54.90 -15.3%
849 HDB PUT HDFC BANK LTD Financial Services 7,800.0 $201K NEW $25.83 -10.3%
850 FERROVIAL NV 2,930.0 $201K NEW $68.61
851 VOT VANGUARD INDEX FDS 654.0 $200K NEW $306.30 -0.2%
852 CALL CORPAY INC 600.0 $200K NEW $333.27
853 DBV TECHNOLOGIES S A 12,148.0 $199K NEW $16.40
854 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 600.0 $198K NEW $330.46 +1.3%
855 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 600.0 $198K NEW $330.46 +1.3%
856 ARIS CALL ARIS MINING CORPORATION Basic Materials 13,200.0 $197K NEW $14.91 +31.5%
857 VICI CALL VICI PPTYS INC Real Estate 7,400.0 $196K NEW $26.55 -0.7%
858 XFOR X4 PHARMACEUTICALS INC Healthcare 41,072.0 $192K NEW $4.67 -10.9%
859 ICHR PUT ICHOR HOLDINGS Technology 1,700.0 $191K NEW $112.28 -45.5%
860 ITW CALL ILLINOIS TOOL WKS INC Industrials 700.0 $189K NEW $270.47 +5.1%
Page 43 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%