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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 135 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 NORTHPOINTE BANCSHARES INC. 66,022.0 $1.3M 0.00% -3K -4.8% $19.18
2682 Z CALL ZILLOW GROUP INC Communication Services 40,100.0 $1.3M 0.00% $31.52 +13.8%
2683 LEVI PUT LEVI STRAUSS & CO NEW Consumer Cyclical 50,800.0 $1.3M 0.00% NEW $24.83 -13.4%
2684 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 21,800.0 $1.3M 0.00% -16K -43.1% $57.84 +11.4%
2685 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 15,400.0 $1.3M 0.00% +4K +33.9% $81.51 +6.9%
2686 MOD PUT MODINE MFG CO Consumer Cyclical 4,700.0 $1.3M 0.00% -6K -53.9% $267.02 -26.0%
2687 VDE VANGUARD WORLD FD 8,344.0 $1.3M 0.00% NEW $150.13 +19.6%
2688 CALL HYCROFT MINING HOLDING CORP 53,400.0 $1.2M 0.00% NEW $23.40
2689 CMPR CIMPRESS PLC Communication Services 12,285.0 $1.2M 0.00% NEW $101.70 -13.8%
2690 CAR AVIS BUDGET GROUP INC Industrials 8,447.0 $1.2M 0.00% NEW $147.83 -0.8%
2691 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 11,100.0 $1.2M 0.00% -18K -62.0% $112.32 +40.5%
2692 XLP SELECT SECTOR SPDR TR 15,000.0 $1.2M 0.00% NEW $83.07 +3.5%
2693 SEB SEABOARD CORP DEL Industrials 279.0 $1.2M 0.00% NEW $4464.33 -4.6%
2694 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 77,658.0 $1.2M 0.00% NEW $16.03 +13.4%
2695 OOMA OOMA INC Communication Services 64,736.0 $1.2M 0.00% -21K -24.4% $19.22 +14.6%
2696 MPWR CALL MONOLITHIC PWR SYS INC Technology 900.0 $1.2M 0.00% -600.0 -40.0% $1382.36 -4.8%
2697 SMBC SOUTHERN MO BANCORP INC Financial Services 16,304.0 $1.2M 0.00% NEW $76.21 -2.4%
2698 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 429,627.0 $1.2M 0.00% -86K -16.6% $2.89 +6.6%
2699 USAR PUT USA RARE EARTH INC Basic Materials 57,500.0 $1.2M 0.00% -151K -72.5% $21.58 -10.8%
2700 BW CALL BABCOCK & WILCOX ENTERPRISES Industrials 87,900.0 $1.2M 0.00% +71K +408.1% $14.10 -41.3%
Page 135 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%