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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 143 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 BLFS BIOLIFE SOLUTIONS INC Healthcare 35,019.0 $989K 0.00% NEW $28.24 +31.4%
2842 HMY PUT HARMONY GOLD MNG LTD Basic Materials 65,000.0 $989K 0.00% +39K +151.0% $15.21 +54.8%
2843 VKTX CALL VIKING THERAPEUTICS INC Healthcare 25,300.0 $987K 0.00% +6K +33.2% $39.01 -13.1%
2844 MP CALL MP MATERIALS CORP Basic Materials 17,600.0 $986K 0.00% -189K -91.5% $56.01 +7.2%
2845 PRCH PORCH GROUP INC Technology 65,372.0 $983K 0.00% NEW $15.04 +13.6%
2846 CANE CALL TEUCRIUM COMMODITY TR Financial Services 100,000.0 $979K 0.00% NEW $9.79 +14.5%
2847 PDBC INVESCO ACTVELY MNGD ETC FD 61,623.0 $979K 0.00% NEW $15.88 +17.4%
2848 ARKK CALL ARK ETF TR 12,100.0 $978K 0.00% -48K -79.8% $80.82 +6.7%
2849 SYK CALL STRYKER CORPORATION Healthcare 3,100.0 $976K 0.00% +2K +181.8% $314.84 +4.6%
2850 TRNS TRANSCAT INC Industrials 10,519.0 $976K 0.00% NEW $92.77 -0.3%
2851 M CALL MACYS INC Consumer Cyclical 41,400.0 $975K 0.00% -27K -39.3% $23.55 -3.1%
2852 QTRX QUANTERIX CORP Healthcare 225,653.0 $975K 0.00% +132K +142.0% $4.32 -30.8%
2853 WYNN WYNN RESORTS LTD Consumer Cyclical 10,000.0 $971K 0.00% -18K -64.8% $97.09 +3.3%
2854 EDN EMPRESA DIST Y COMERCIAL NOR Utilities 38,862.0 $970K 0.00% NEW $24.96 -10.7%
2855 ALK CALL ALASKA AIR GROUP INC Industrials 18,500.0 $966K 0.00% -19K -50.5% $52.20 -22.6%
2856 RDW CALL REDWIRE CORPORATION Industrials 78,900.0 $965K 0.00% +21K +36.5% $12.23 -1.7%
2857 SSP SCRIPPS E W CO OHIO Communication Services 348,009.0 $964K 0.00% +152K +77.9% $2.77 +18.1%
2858 DXPE DXP ENTERPRISES INC Industrials 5,711.0 $964K 0.00% NEW $168.74 +12.8%
2859 BN CALL BROOKFIELD CORP Financial Services 22,600.0 $963K 0.00% -4K -14.7% $42.59 -2.1%
2860 NPK INTERNATIONAL INC 60,425.0 $961K 0.00% -244K -80.1% $15.91
Page 143 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%