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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 63 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ANIK ANIKA THERAPEUTICS INC Healthcare 22,515.0 $329K -7K -23.0% $14.63 +46.6%
1242 AMBA CALL AMBARELLA INC Technology 3,800.0 $326K -21K -84.8% $85.80 -10.8%
1243 CPRT CALL COPART INC Industrials 11,500.0 $324K -7K -36.5% $28.19 +14.0%
1244 NXDR NEXTDOOR HOLDINGS INC Communication Services 142,440.0 $323K -193K -57.6% $2.27 +10.1%
1245 VCR VANGUARD WORLD FD 815.0 $323K -869.0 -51.6% $396.61 -1.0%
1246 SOUN CALL SOUNDHOUND AI INC Technology 49,800.0 $322K -16K -23.9% $6.47 +8.7%
1247 OR CALL OR ROYALTIES INC. Basic Materials 10,000.0 $316K -6K -39.4% $31.63 +3.9%
1248 BWFG BANKWELL FINL GROUP INC Financial Services 5,355.0 $315K -1K -21.5% $58.75 +14.8%
1249 KRMN CALL KARMAN HLDGS INC Industrials 6,300.0 $314K -6K -49.2% $49.92 +21.6%
1250 TOL CALL TOLL BROTHERS INC Consumer Cyclical 1,900.0 $313K -24K -92.5% $164.75 -12.2%
1251 UNTY UNITY BANCORP INC Financial Services 5,303.0 $311K -2K -23.8% $58.69 +4.2%
1252 EQNR PUT EQUINOR ASA Energy 9,900.0 $311K -282K -96.6% $31.40 +33.2%
1253 CCOI PUT COGENT COMM HOLDINGS INC Communication Services 22,300.0 $310K -44K -66.5% $13.88 -26.1%
1254 CRGY CALL CRESCENT ENERGY COMPANY Energy 30,590.0 $300K -53K -63.3% $9.82 +29.3%
1255 AVUV CALL AMERICAN CENTY ETF TR 2,400.0 $299K -5K -69.2% $124.76 +2.2%
1256 CRWV COREWEAVE INC Technology 3,000.0 $299K -24K -88.8% $99.54 -0.5%
1257 IAT CALL ISHARES TR 4,800.0 $299K -3K -40.0% $62.21 +4.7%
1258 SCHH SCHWAB STRATEGIC TR 12,603.0 $298K -60K -82.7% $23.68 +1.6%
1259 RFIL RF INDS LTD Industrials 13,917.0 $295K -29K -67.7% $21.21 -38.5%
1260 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 7,100.0 $295K -20K -74.0% $41.51 -25.2%
Page 63 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%