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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 134 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 PLD PUT PROLOGIS INC. Real Estate 9,700.0 $1.3M 0.00% -4K -31.2% $135.47 +4.7%
2662 DVA CALL DAVITA INC Healthcare 5,900.0 $1.3M 0.00% NEW $222.48 -21.9%
2663 PAR PAR TECHNOLOGY CORP Technology 75,246.0 $1.3M 0.00% NEW $17.42 +12.1%
2664 SN CALL SHARKNINJA INC Consumer Cyclical 8,600.0 $1.3M 0.00% -6K -42.3% $152.27 +18.7%
2665 LEVI CALL LEVI STRAUSS & CO NEW Consumer Cyclical 52,700.0 $1.3M 0.00% NEW $24.83 -13.4%
2666 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 41,891.0 $1.3M 0.00% NEW $31.20 +3.8%
2667 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,625.0 $1.3M 0.00% NEW $496.73 +10.3%
2668 SCHL SCHOLASTIC CORP Communication Services 28,322.0 $1.3M 0.00% -2K -6.9% $46.00 -12.7%
2669 PAX PATRIA INVESTMENTS LIMITED Financial Services 117,596.0 $1.3M 0.00% NEW $10.98 +4.4%
2670 GGAL PUT GRUPO FINANCIERO GALICIA S.A Financial Services 25,800.0 $1.3M 0.00% +3K +14.2% $50.03 -17.1%
2671 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 24,200.0 $1.3M 0.00% -151K -86.2% $53.30 +8.2%
2672 DIS DISNEY WALT CO Communication Services 13,400.0 $1.3M 0.00% NEW $96.25 +12.0%
2673 STM CALL STMICROELECTRONICS N V Technology 17,200.0 $1.3M 0.00% -4K -20.4% $74.89 -32.5%
2674 SLDP SOLID POWER INC Industrials 497,280.0 $1.3M 0.00% -77K -13.4% $2.59 -8.5%
2675 OWL CALL BLUE OWL CAPITAL INC Financial Services 147,000.0 $1.3M 0.00% +35K +30.8% $8.75 +33.4%
2676 BILI PUT BILIBILI INC Technology 75,100.0 $1.3M 0.00% +57K +308.1% $17.03 +0.2%
2677 LHX PUT L3HARRIS TECHNOLOGIES INC Industrials 4,400.0 $1.3M 0.00% NEW $290.59 -8.2%
2678 VDE PUT VANGUARD WORLD FD 8,500.0 $1.3M 0.00% -67K -88.7% $150.13 +19.6%
2679 ENLIGHT RENEWABLE ENERGY LTD 14,297.0 $1.3M 0.00% NEW $89.02
2680 DAMORA THERAPEUTICS INC 48,754.0 $1.3M 0.00% -1.1M -95.9% $26.01
Page 134 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%