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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 49 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 DLTH DULUTH HLDGS INC Consumer Cyclical 17,359.0 $78K NEW $4.48 -14.3%
962 LASR CALL NLIGHT INC Technology 1,100.0 $77K NEW $69.62 -32.2%
963 AES PUT AES CORP Utilities 5,200.0 $76K NEW $14.66 +0.8%
964 SMJF SMJ INTL HOLDINGS INC Industrials 14,883.0 $76K NEW $5.10 +120.2%
965 AYI PUT ACUITY INC Industrials 200.0 $75K NEW $376.66 -9.3%
966 TEADS HLDG CO 96,272.0 $74K NEW $0.77
967 IESC CALL IES HOLDINGS INC Industrials 100.0 $73K NEW $734.66 -7.0%
968 VNCE VINCE HLDG CORP Consumer Cyclical 10,016.0 $72K NEW $7.15 -18.7%
969 GENELUX CORPORATION 23,538.0 $71K NEW $3.01
970 VNET PUT VNET GROUP INC Technology 8,800.0 $71K NEW $8.04 -17.3%
971 EVR CALL EVERCORE INC Financial Services 200.0 $68K NEW $341.44 -15.9%
972 EVR PUT EVERCORE INC Financial Services 200.0 $68K NEW $341.44 -15.9%
973 EMBC EMBECTA CORP Healthcare 20,236.0 $66K NEW $3.26 +67.8%
974 GFS PUT GLOBALFOUNDRIES INC Technology 800.0 $66K NEW $82.41 -42.6%
975 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 58,769.0 $66K NEW $1.12 +34.8%
976 BIIB PUT BIOGEN INC Healthcare 300.0 $65K NEW $216.06 -0.8%
977 LSAK LESAKA TECHNOLOGIES INC Technology 12,717.0 $63K NEW $4.97 -8.2%
978 NSIT CALL INSIGHT ENTERPRISES INC Technology 500.0 $61K NEW $121.80 +20.1%
979 ALIT ALIGHT INC Technology 107,642.0 $60K NEW $11.20 +19.7%
980 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 25,566.0 $60K NEW $2.33 +2.1%
Page 49 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%