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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 144 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 17,600.0 $960K 0.00% $54.54 +9.1%
2862 PODD CALL INSULET CORP Healthcare 6,300.0 $959K 0.00% +3K +96.9% $152.25 -2.7%
2863 CHYM CALL CHIME FINL INC Financial Services 46,800.0 $958K 0.00% NEW $20.48 +60.1%
2864 JBT MAREL CORPORATION 6,602.0 $957K 0.00% -212K -97.0% $145.00
2865 TTMI PUT TTM TECHNOLOGIES INC Technology 5,100.0 $954K 0.00% -30K -85.3% $187.02 -40.9%
2866 NXT PUT NEXTPOWER INC Technology 8,000.0 $953K 0.00% -17K -68.1% $119.14 -27.7%
2867 DHR CALL DANAHER CORP DEL Healthcare 5,000.0 $952K 0.00% -1.2M -99.6% $190.48 +14.9%
2868 OIS OIL STS INTL INC Energy 118,762.0 $951K 0.00% +48K +68.8% $8.01 +8.0%
2869 AMSF AMERISAFE INC Financial Services 28,026.0 $948K 0.00% +1K +5.0% $33.83 -23.1%
2870 OMC OMNICOM GROUP INC Communication Services 13,000.0 $947K 0.00% NEW $72.83 +20.2%
2871 KEYS PUT KEYSIGHT TECHNOLOGIES INC Technology 2,700.0 $945K 0.00% NEW $350.07 -9.7%
2872 VNQ PUT VANGUARD INDEX FDS 9,800.0 $945K 0.00% NEW $96.43 +2.1%
2873 VTRS CALL VIATRIS INC Healthcare 59,500.0 $945K 0.00% NEW $15.88 +2.8%
2874 ENVX ENOVIX CORPORATION Industrials 155,490.0 $944K 0.00% -541K -77.7% $6.07 -44.3%
2875 NVAX CALL NOVAVAX INC Healthcare 100,000.0 $942K 0.00% +65K +185.7% $9.42 -5.1%
2876 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 4,100.0 $941K 0.00% NEW $229.57 +14.9%
2877 SCCO PUT SOUTHERN COPPER CORP Basic Materials 5,400.0 $941K 0.00% -7K -57.1% $174.26 +24.0%
2878 BDX CALL BECTON DICKINSON & CO Healthcare 6,200.0 $938K 0.00% -2K -25.3% $151.33 +26.9%
2879 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 3,200.0 $938K 0.00% -100.0 -3.0% $293.18 +4.1%
2880 TT CALL TRANE TECHNOLOGIES PLC Industrials 1,900.0 $933K 0.00% -1K -34.5% $491.16 -7.7%
Page 144 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%