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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 48 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ATOM ATOMERA INC Technology 10,532.0 $92K NEW $8.71 -43.5%
942 GWRS GLOBAL WTR RES INC Utilities 12,506.0 $91K NEW $7.24 +21.1%
943 DOV CALL DOVER CORP Industrials 400.0 $90K NEW $224.28 -9.5%
944 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 10,300.0 $87K NEW $8.49 +24.4%
945 ALLY PUT ALLY FINL INC Financial Services 1,900.0 $87K NEW $45.95 -5.0%
946 CLAR CLARUS CORP NEW Consumer Cyclical 27,549.0 $87K NEW $3.15 +14.9%
947 CALL AMCOR PLC 2,000.0 $87K NEW $43.35
948 VYM VANGUARD WHITEHALL FDS 545.0 $86K NEW $158.03 +4.8%
949 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 44,927.0 $85K NEW $1.90 +0.5%
950 PLAB PUT PHOTRONICS INC Technology 2,600.0 $85K NEW $32.53 -2.0%
951 CURI CURIOSITYSTREAM INC Communication Services 31,693.0 $84K NEW $2.66 +7.5%
952 MEI CALL METHODE ELECTRS INC Technology 4,400.0 $83K NEW $18.97 -15.6%
953 DB CALL DEUTSCHE BK AG Financial Services 2,400.0 $81K NEW $33.76 +12.8%
954 ISSC PUT INNOVATIVE SOLUTIONS & SUPPO Industrials 4,500.0 $81K NEW $18.00 +37.7%
955 WALD WALDENCAST PLC Technology 45,632.0 $80K NEW $1.76 -22.2%
956 NRGV CALL ENERGY VAULT HOLDINGS INC Utilities 17,000.0 $80K NEW $4.71 -22.5%
957 BKKT CALL BAKKT INC Technology 10,200.0 $80K NEW $7.81 -11.3%
958 ALSN PUT ALLISON TRANSMISSION HLDGS I Consumer Cyclical 700.0 $79K NEW $112.74 +11.3%
959 PSN PUT PARSONS CORP DEL Industrials 1,500.0 $79K NEW $52.39 -11.3%
960 OPUS GENETICS INC 18,922.0 $78K NEW $4.11
Page 48 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%