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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 70 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 TSSI CALL TSS INC DEL Technology 5,900.0 $73K -76K -92.8% $12.30 -22.9%
1382 PEPG PEPGEN INC Healthcare 39,720.0 $71K -26K -39.8% $1.80 +68.9%
1383 YATSEN HLDG LTD 22,073.0 $70K -231K -91.3% $3.17
1384 SNDL INC 51,007.0 $69K -43K -45.8% $1.35
1385 DOV PUT DOVER CORP Industrials 300.0 $67K -700.0 -70.0% $224.28 -7.9%
1386 MVST MICROVAST HOLDINGS INC Industrials 55,606.0 $65K -143K -72.0% $1.17 -31.0%
1387 BIIB CALL BIOGEN INC Healthcare 300.0 $65K -4K -93.6% $216.06 -3.2%
1388 YUM PUT YUM BRANDS INC Consumer Cyclical 400.0 $64K -4K -91.7% $159.86 -9.2%
1389 NICE CALL NICE LTD Technology 700.0 $64K -4K -83.7% $90.85 +7.8%
1390 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 100.0 $62K -600.0 -85.7% $616.84 -12.1%
1391 TDOC CALL TELADOC HEALTH INC Healthcare 7,200.0 $61K -38K -84.2% $8.48 -22.9%
1392 ASPN ASPEN AEROGELS INC Industrials 9,006.0 $57K -248K -96.5% $6.34 -8.2%
1393 PACS PUT PACS GROUP INC Financial Services 1,300.0 $55K -6K -80.9% $42.64 +3.9%
1394 WLDN CALL WILLDAN GROUP INC Industrials 700.0 $55K -6K -89.9% $79.10 +5.5%
1395 ALEC ALECTOR INC Healthcare 26,699.0 $54K -53K -66.7% $2.01 +2.0%
1396 COMMERCE.COM INC 17,684.0 $52K -250K -93.4% $2.96
1397 CYTK PUT CYTOKINETICS INC Healthcare 600.0 $51K -6K -91.3% $85.19 -10.9%
1398 SPXC PUT SPX TECHNOLOGIES INC Industrials 200.0 $49K -1K -83.3% $245.17 -11.2%
1399 JMIA PUT JUMIA TECHNOLOGIES AG Consumer Cyclical 6,700.0 $47K -71K -91.4% $7.05 -10.2%
1400 ICLN CALL ISHARES TR 2,200.0 $45K -232K -99.1% $20.49 -11.6%
Page 70 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%