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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 111 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 SUPV GRUPO SUPERVIELLE S.A. Financial Services 274,547.0 $2.7M 0.00% +209K +319.3% $9.66 -11.5%
2202 CC PUT CHEMOURS CO Basic Materials 129,200.0 $2.7M 0.00% -52K -28.7% $20.52 -25.0%
2203 WGS CALL GENEDX HOLDINGS CORP Healthcare 38,600.0 $2.6M 0.00% +32K +459.4% $68.65 +24.1%
2204 CCB COASTAL FINL CORP WA Financial Services 34,182.0 $2.6M 0.00% +20K +140.1% $77.51 -39.4%
2205 ENVX PUT ENOVIX CORPORATION Industrials 436,300.0 $2.6M 0.00% +106K +32.1% $6.07 -46.1%
2206 PANL PANGAEA LOGISTICS SOLUTION L Industrials 407,356.0 $2.6M 0.00% -144K -26.1% $6.50 +28.6%
2207 ABSI ABSCI CORPORATION Healthcare 227,923.0 $2.6M 0.00% NEW $11.59 -23.7%
2208 PH CALL PARKER-HANNIFIN CORP Industrials 2,700.0 $2.6M 0.00% +2K +285.7% $978.12 +3.7%
2209 VITL CALL VITAL FARMS INC Consumer Defensive 226,600.0 $2.6M 0.00% +114K +101.1% $11.63 -4.7%
2210 AVT AVNET INC Technology 29,590.0 $2.6M 0.00% -31K -51.1% $88.82 -2.9%
2211 CEPU CENTRAL PUERTO S A Utilities 176,109.0 $2.6M 0.00% +17K +11.0% $14.86 -10.4%
2212 KODK EASTMAN KODAK CO Industrials 282,597.0 $2.6M 0.00% -73K -20.6% $9.25 +4.6%
2213 PAAS PUT PAN AMERN SILVER CORP Basic Materials 58,300.0 $2.6M 0.00% +6K +11.7% $44.79 +19.7%
2214 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 260,917.0 $2.6M 0.00% NEW $10.00 -3.2%
2215 URI CALL UNITED RENTALS INC Industrials 2,300.0 $2.6M 0.00% -6K -71.6% $1132.89 -4.4%
2216 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 85,101.0 $2.6M 0.00% +24K +40.2% $30.61 +27.0%
2217 STRATEGY INC 3,000,000.0 $2.6M 0.00% -84.5M -96.6% $0.87
2218 ASC ARDMORE SHIPPING CORP Industrials 184,678.0 $2.6M 0.00% -126K -40.6% $14.01 +30.3%
2219 CSIQ PUT CANADIAN SOLAR INC Energy 161,500.0 $2.6M 0.00% +54K +50.4% $16.02 -10.6%
2220 FIGS FIGS INC Consumer Cyclical 252,691.0 $2.6M 0.00% +12K +5.0% $10.23 +48.7%
Page 111 of 197  ·  3,923 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%