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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 122 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 MEDIWOUND LTD 129,248.0 $1.9M 0.00% -46K -26.4% $14.70
2422 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 20,800.0 $1.9M 0.00% -1K -4.6% $91.20 -16.6%
2423 MBUU MALIBU BOATS INC Consumer Cyclical 68,967.0 $1.9M 0.00% NEW $27.43 +7.5%
2424 BDN BRANDYWINE RLTY TR Real Estate 596,291.0 $1.9M 0.00% -755K -55.9% $3.17 -4.4%
2425 GRNT GRANITE RIDGE RESOURCES INC Energy 427,319.0 $1.9M 0.00% +80K +23.1% $4.41 +15.9%
2426 MTW MANITOWOC CO INC Industrials 135,540.0 $1.9M 0.00% -53K -28.0% $13.89 +41.7%
2427 SG CALL SWEETGREEN INC Consumer Cyclical 213,600.0 $1.9M 0.00% $8.81 -20.7%
2428 MS PUT MORGAN STANLEY Financial Services 9,000.0 $1.9M 0.00% -19K -67.6% $209.04 +2.5%
2429 LIBERTY GLOBAL LTD 165,082.0 $1.9M 0.00% NEW $11.37
2430 PKG PACKAGING CORP AMER Consumer Cyclical 7,866.0 $1.9M 0.00% NEW $238.28 +6.1%
2431 BSBR BANCO SANTANDER BRASIL S A Financial Services 356,801.0 $1.9M 0.00% +163K +84.3% $5.25 +9.3%
2432 CERIBELL INC 96,251.0 $1.9M 0.00% +19K +23.8% $19.45
2433 CTKB CYTEK BIOSCIENCES INC Healthcare 422,361.0 $1.9M 0.00% NEW $4.43 +8.6%
2434 NEXA NEXA RES S A Basic Materials 152,677.0 $1.9M 0.00% -212K -58.2% $12.24 +25.8%
2435 VIXY PROSHARES TR II Financial Services 87,500.0 $1.9M 0.00% NEW $21.29 -14.5%
2436 HAMILTON INSURANCE GROUP LTD 54,754.0 $1.9M 0.00% -141K -72.0% $33.94
2437 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 34,000.0 $1.9M 0.00% +30K +844.4% $54.62 +20.4%
2438 COKE PUT COCA COLA CONS INC Consumer Defensive 9,700.0 $1.9M 0.00% +9K +781.8% $190.92 -1.0%
2439 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 7,000.0 $1.8M 0.00% +4K +118.8% $263.26 +40.0%
2440 ASYS AMTECH SYS INC Technology 79,684.0 $1.8M 0.00% +50K +167.8% $23.08 -36.6%
Page 122 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%