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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 60 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 EE EXCELERATE ENERGY INC Utilities 12,751.0 $484K 0.00% -16K -55.9% $37.99 -1.9%
1182 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 7,499.0 $483K 0.00% -204K -96.5% $64.45 +0.1%
1183 ZIP ZIPRECRUITER INC Industrials 127,677.0 $479K 0.00% -42K -24.8% $3.75 +32.5%
1184 MDXG MIMEDX GROUP INC Healthcare 123,557.0 $476K 0.00% -91K -42.4% $3.85 +12.7%
1185 J PUT JACOBS SOLUTIONS INC Industrials 3,700.0 $466K 0.00% -8K -67.3% $126.00 +13.4%
1186 DHC CALL DIVERSIFIED HEALTHCARE TR Real Estate 50,000.0 $465K 0.00% -150K -75.0% $9.30 -14.2%
1187 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 8,700.0 $464K 0.00% -91K -91.3% $53.30 +9.2%
1188 INBK FIRST INTERNET BANCORP Financial Services 16,649.0 $463K 0.00% -3K -14.2% $27.80 +5.7%
1189 EBF ENNIS INC Industrials 21,763.0 $462K 0.00% -19K -47.1% $21.25 +6.0%
1190 MUX PUT MCEWEN INC. Basic Materials 25,500.0 $462K 0.00% -135K -84.1% $18.13 +1.3%
1191 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 3,500.0 $461K 0.00% -6K -61.1% $131.58 +3.6%
1192 WPP WPP PLC NEW Communication Services 29,604.0 $459K 0.00% -230K -88.6% $15.49 +70.4%
1193 HITI HIGH TIDE INC Healthcare 196,962.0 $449K -46K -18.8% $2.28 +5.3%
1194 CARR PUT CARRIER GLOBAL CORPORATION Industrials 6,100.0 $447K -10K -62.1% $73.35 -16.3%
1195 TKO CALL TKO GROUP HOLDINGS INC Communication Services 2,200.0 $443K -11K -83.5% $201.31 -4.6%
1196 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 14,000.0 $442K -27K -65.7% $31.60 +55.3%
1197 KIDS ORTHOPEDIATRICS CORP Healthcare 23,126.0 $442K -13K -35.6% $19.13 +33.3%
1198 FIVN CALL FIVE9 INC Technology 20,500.0 $437K -10K -32.3% $21.32 +52.2%
1199 VDE CALL VANGUARD WORLD FD 2,900.0 $435K -39K -93.1% $150.13 +19.4%
1200 NIOCORP DEVS LTD 90,065.0 $434K -416K -82.2% $4.82
Page 60 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%