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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 32 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SE CALL SEA LTD Consumer Cyclical 49,200.0 $4.7M 0.01% -21K -30.2% $95.83 +22.6%
622 FNV CALL FRANCO NEV CORP Basic Materials 22,500.0 $4.7M 0.01% -22K -49.1% $208.44 +27.5%
623 EBAY CALL EBAY INC. Consumer Cyclical 41,900.0 $4.7M 0.01% -30K -42.1% $111.75 -6.8%
624 AES AES CORP Utilities 319,010.0 $4.7M 0.01% -53K -14.3% $14.66 +0.8%
625 BA BOEING CO Industrials 21,500.0 $4.7M 0.01% -220K -91.1% $216.47 -1.0%
626 MAT MATTEL INC Consumer Cyclical 334,904.0 $4.6M 0.01% -1.9M -84.9% $13.88 +4.5%
627 PGR CALL PROGRESSIVE CORP Financial Services 21,200.0 $4.6M 0.01% -1K -5.8% $218.45 +0.4%
628 LGIH LGI HOMES INC Consumer Cyclical 71,200.0 $4.5M 0.01% -22K -23.8% $63.68 -8.7%
629 IFS INTERCORP FINL SVCS INC Financial Services 79,554.0 $4.5M 0.01% -3K -3.8% $56.96 -3.6%
630 VERTEX INC 5,000,000.0 $4.5M 0.01% -10.0M -66.7% $0.90
631 SOLID BIOSCIENCES INC 448,008.0 $4.5M 0.01% -1.6M -78.2% $9.99
632 MFC MANULIFE FINL CORP Financial Services 110,009.0 $4.5M 0.01% -124K -52.9% $40.49 +5.0%
633 FMC PUT FMC CORP Basic Materials 386,100.0 $4.4M 0.01% -38K -8.9% $11.50 -4.2%
634 QBTS PUT D-WAVE QUANTUM INC Technology 184,800.0 $4.4M 0.01% -44K -19.3% $23.99 -15.0%
635 UBER UBER TECHNOLOGIES INC Technology 61,026.0 $4.4M 0.01% -43K -41.2% $72.16 +9.2%
636 SO PUT SOUTHERN CO Utilities 45,900.0 $4.4M 0.01% -11K -19.1% $95.71 -7.1%
637 OKEANIS ECO TANKERS COR 87,559.0 $4.4M 0.01% -44K -33.2% $50.12
638 FUTU CALL FUTU HLDGS LTD Financial Services 46,800.0 $4.4M 0.01% -39K -45.3% $93.74 +31.9%
639 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 117,217.0 $4.4M 0.01% -3.1M -96.4% $37.21 +8.5%
640 BCPC BALCHEM CORP Basic Materials 25,803.0 $4.4M 0.01% -67K -72.1% $168.95 +7.3%
Page 32 of 72  ·  1,437 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%