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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 72 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 TRX GOLD CORPORATION 23,493.0 $20K -2K -6.4% $0.86
1422 DDL DINGDONG CAYMAN LTD Consumer Defensive 10,365.0 $20K -37K -78.0% $1.93 +18.7%
1423 SONY CALL SONY GROUP CORP Technology 900.0 $18K -38K -97.7% $20.06 +18.1%
1424 WVE CALL WAVE LIFE SCIENCES LTD Healthcare 2,800.0 $16K -34K -92.3% $5.81 -12.4%
1425 BDX PUT BECTON DICKINSON & CO Healthcare 100.0 $15K -13K -99.2% $151.33 +20.3%
1426 FLNA FILANA THERAPEUTICS INC Healthcare 11,575.0 $14K -28K -70.4% $1.19 -25.2%
1427 GPRO CALL GOPRO INC Technology 17,700.0 $14K -2K -10.6% $0.78 -21.0%
1428 XLB SELECT SECTOR SPDR TR 247.0 $13K -395K -99.9% $50.83 +2.8%
1429 DQ PUT DAQO NEW ENERGY CORP Technology 900.0 $12K -52K -98.3% $13.39 +6.3%
1430 CSGP CALL COSTAR GROUP INC Real Estate 400.0 $11K -10K -96.1% $28.32 +10.7%
1431 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 500.0 $9K -37K -98.7% $17.92 -18.6%
1432 MERC MERCER INTL INC Basic Materials 12,867.0 $8K -9K -40.7% $0.66 -26.3%
1433 TIGR PUT UP FINTECH HLDG LTD Financial Services 1,800.0 $8K -16K -89.6% $4.40 +10.0%
1434 CANGO INC 21,738.0 $4K -3K -11.4% $0.20
1435 MIR CALL MIRION TECHNOLOGIES INC Industrials 200.0 $4K -11K -98.2% $17.93 -12.2%
1436 KVUE CALL KENVUE INC Consumer Defensive 100.0 $2K -134K -99.9% $19.11 -1.7%
1437 PLUG PUT PLUG PWR INC Industrials 300.0 $813.0 -133K -99.8% $2.71 -15.9%
Page 72 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%