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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 119 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 POWL CALL POWELL INDS INC Industrials 7,300.0 $2.1M 0.00% -2K -24.0% $286.36 -34.0%
2362 TRN TRINITY INDS INC Industrials 60,444.0 $2.1M 0.00% NEW $34.58 -14.1%
2363 CAL CALERES INC Consumer Cyclical 168,137.0 $2.1M 0.00% -30K -15.0% $12.37 +10.3%
2364 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 16,900.0 $2.1M 0.00% +9K +113.9% $123.05 +55.9%
2365 SANA SANA BIOTECHNOLOGY INC Healthcare 595,091.0 $2.1M 0.00% NEW $3.49 +8.3%
2366 RVLV REVOLVE GROUP INC Consumer Cyclical 90,673.0 $2.1M 0.00% NEW $22.89 +4.7%
2367 PEN PENUMBRA INC Healthcare 6,557.0 $2.1M 0.00% NEW $315.75 +2.5%
2368 GRMN PUT GARMIN LTD Technology 8,700.0 $2.1M 0.00% NEW $237.54 +22.6%
2369 POOL PUT POOL CORP Industrials 9,600.0 $2.1M 0.00% +4K +71.4% $214.90 -12.4%
2370 HELE PUT HELEN OF TROY LTD Consumer Defensive 70,800.0 $2.1M 0.00% -11K -13.4% $29.07 -1.7%
2371 MAA MID-AMER APT CMNTYS INC Real Estate 14,805.0 $2.1M 0.00% -148K -90.9% $138.94 -4.2%
2372 ODC OIL DRI CORP AMER Basic Materials 20,118.0 $2.1M 0.00% +12K +151.0% $102.21 -9.8%
2373 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 54,342.0 $2.1M 0.00% -826K -93.8% $37.76 +17.4%
2374 WM PUT WASTE MGMT INC DEL Industrials 9,200.0 $2.1M 0.00% -15K -62.6% $222.88 +1.6%
2375 RGR STURM RUGER & CO INC Industrials 54,092.0 $2.0M 0.00% -13K -19.1% $37.85 +1.6%
2376 IPX IPERIONX LTD Basic Materials 68,808.0 $2.0M 0.00% +44K +180.2% $29.73 -27.0%
2377 TPC TUTOR PERINI CORP Industrials 24,637.0 $2.0M 0.00% +9K +58.2% $82.97 +6.4%
2378 ARGX PUT ARGENX SE Healthcare 2,200.0 $2.0M 0.00% -500.0 -18.5% $927.77 +9.0%
2379 EVEX EVE HLDG INC Industrials 813,157.0 $2.0M 0.00% -146K -15.2% $2.51 -1.2%
2380 NTAP CALL NETAPP INC Technology 13,100.0 $2.0M 0.00% NEW $154.76 +20.7%
Page 119 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%