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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 115 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 UPST PUT UPSTART HLDGS INC Financial Services 66,400.0 $2.4M 0.00% +34K +103.1% $35.43 -15.8%
2282 STNE PUT STONECO LTD Technology 216,600.0 $2.3M 0.00% -84K -27.8% $10.84 -11.4%
2283 PVH CALL PVH CORPORATION Consumer Cyclical 31,600.0 $2.3M 0.00% +22K +247.2% $74.26 +3.7%
2284 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 66,857.0 $2.3M 0.00% +44K +188.9% $35.09 +1.2%
2285 LILAK LIBERTY LATIN AMERICA LTD Communication Services 300,000.0 $2.3M 0.00% +35K +13.4% $7.79 +7.8%
2286 LYFT CALL LYFT INC Technology 159,900.0 $2.3M 0.00% +98K +156.2% $14.61 +20.1%
2287 CAG CALL CONAGRA BRANDS INC Consumer Defensive 173,500.0 $2.3M 0.00% +50K +41.1% $13.46 +23.5%
2288 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 296,935.0 $2.3M 0.00% +134K +82.1% $7.86 +7.2%
2289 CPF CENTRAL PAC FINL CORP Financial Services 61,078.0 $2.3M 0.00% +49K +408.5% $38.20 -0.8%
2290 ASTL ALGOMA STL GROUP INC Basic Materials 575,225.0 $2.3M 0.00% +501K +678.2% $4.05 +0.2%
2291 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 52,970.0 $2.3M 0.00% +44K +498.5% $43.86 -5.0%
2292 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 6,000.0 $2.3M 0.00% -10K -61.8% $386.73 +4.0%
2293 HELE CALL HELEN OF TROY LTD Consumer Defensive 79,700.0 $2.3M 0.00% -11K -12.0% $29.07 -2.1%
2294 SYM CALL SYMBOTIC INC Industrials 51,400.0 $2.3M 0.00% -31K -37.6% $44.95 -9.3%
2295 KZIA KAZIA THERAPEUTICS LTD Healthcare 200,300.0 $2.3M 0.00% $11.50 +14.1%
2296 CTSH PUT COGNIZANT TECHNOLOGY SOLUTIO Technology 59,300.0 $2.3M 0.00% NEW $38.73 +60.1%
2297 KMI PUT KINDER MORGAN INC DEL Energy 71,800.0 $2.3M 0.00% -39K -35.4% $31.97 -3.1%
2298 AMP CALL AMERIPRISE FINL INC Financial Services 5,000.0 $2.3M 0.00% NEW $458.76 +22.2%
2299 RCKT ROCKET PHARMACEUTICALS INC Healthcare 670,527.0 $2.3M 0.00% -342K -33.8% $3.42 +2.5%
2300 TWLO CALL TWILIO INC Communication Services 11,100.0 $2.3M 0.00% +9K +455.0% $206.33 +8.5%
Page 115 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%