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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 51 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CALL IMMUNITYBIO INC 132,000.0 $1.2M 0.00% -28K -17.6% $8.76
1002 UAMY CALL UNITED STATES ANTIMONY CORP Basic Materials 158,800.0 $1.2M 0.00% -346K -68.5% $7.26 -22.3%
1003 SMH VANECK ETF TRUST 1,750.0 $1.1M 0.00% -3K -61.1% $655.89 -13.4%
1004 IRMD IRADIMED CORP Healthcare 11,909.0 $1.1M 0.00% -2K -16.8% $95.56 -7.8%
1005 VBK CALL VANGUARD INDEX FDS 3,100.0 $1.1M 0.00% -2K -34.0% $365.70 -1.3%
1006 HRB CALL BLOCK H & R INC Consumer Cyclical 29,700.0 $1.1M 0.00% -34K -53.4% $38.08 +34.8%
1007 PATH CALL UIPATH INC Technology 103,600.0 $1.1M 0.00% -64K -38.3% $10.87 +43.4%
1008 GSL GLOBAL SHIP LEASE INC Industrials 29,744.0 $1.1M 0.00% -134K -81.8% $37.60 +16.1%
1009 NGVT INGEVITY CORP Basic Materials 14,842.0 $1.1M 0.00% -53K -78.2% $74.67 +0.3%
1010 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 65,345.0 $1.1M 0.00% -8K -11.2% $16.96 -8.3%
1011 SKYT SKYWATER TECHNOLOGY INC Technology 31,754.0 $1.1M 0.00% -10K -23.8% $34.82 -6.8%
1012 INGN INOGEN INC Healthcare 171,342.0 $1.1M 0.00% -471K -73.3% $6.45 -11.1%
1013 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 13,900.0 $1.1M 0.00% -3K -18.7% $79.29 -23.7%
1014 KBWB INVESCO EXCH TRADED FD TR II 11,779.0 $1.1M 0.00% -198K -94.4% $92.98 +6.0%
1015 ROK PUT ROCKWELL AUTOMATION INC Industrials 2,200.0 $1.1M 0.00% -900.0 -29.0% $495.08 -11.5%
1016 CC CALL CHEMOURS CO Basic Materials 53,000.0 $1.1M 0.00% -95K -64.1% $20.52 -22.2%
1017 CMCL CALEDONIA MNG CORP Basic Materials 56,858.0 $1.1M 0.00% -26K -31.0% $19.10 +27.7%
1018 ECVT ECOVYST INC Basic Materials 87,219.0 $1.1M 0.00% -962K -91.7% $12.45 -13.8%
1019 RBRK CALL RUBRIK INC. Technology 13,500.0 $1.1M 0.00% -1K -8.2% $80.28 +24.9%
1020 FIS CALL FIDELITY NATL INFORMATION SV Technology 27,800.0 $1.1M 0.00% -17K -38.0% $38.88 +6.8%
Page 51 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 31.8%
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%