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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 145 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 PBF PUT PBF ENERGY INC Energy 20,400.0 $929K 0.00% NEW $45.52 +61.5%
2882 QUIK QUICKLOGIC CORP Technology 46,420.0 $927K 0.00% +28K +149.4% $19.97 -42.7%
2883 ALC CALL ALCON AG Healthcare 13,800.0 $926K 0.00% NEW $67.10 +9.7%
2884 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 29,792.0 $924K 0.00% -40K -57.4% $31.02 -11.0%
2885 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 7,800.0 $922K 0.00% -3K -25.0% $118.21 -6.6%
2886 PRIM PUT PRIMORIS SVCS CORP Industrials 9,300.0 $922K 0.00% -4K -27.3% $99.12 -22.1%
2887 IJK ISHARES TR 7,836.0 $921K 0.00% NEW $117.50 -1.7%
2888 SYF PUT SYNCHRONY FINANCIAL Financial Services 12,100.0 $920K 0.00% NEW $76.05 +4.5%
2889 HIMALAYA SHIPPING LTD 68,835.0 $920K 0.00% -25K -27.0% $13.36
2890 MKTX MARKETAXESS HLDGS INC Financial Services 8,100.0 $919K 0.00% -245K -96.8% $113.49 +42.8%
2891 GRRR GORILLA TECHNOLOGY GROUP INC Technology 46,237.0 $919K 0.00% NEW $19.88 -19.2%
2892 TEO TELECOM ARGENTINA SA Communication Services 70,644.0 $918K 0.00% -7K -8.8% $13.00 +1.1%
2893 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 36,590.0 $917K 0.00% -250K -87.2% $25.06 +15.9%
2894 FFIV CALL F5 INC Technology 2,200.0 $915K 0.00% NEW $415.96 -7.5%
2895 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 175,442.0 $914K 0.00% NEW $5.21 -36.1%
2896 EME PUT EMCOR GROUP INC Industrials 1,100.0 $913K 0.00% -15K -93.3% $829.88 -6.4%
2897 SR SPIRE INC Utilities 11,664.0 $911K 0.00% NEW $78.09 +3.6%
2898 HTH HILLTOP HLDGS INC Financial Services 23,414.0 $908K 0.00% -41K -63.8% $38.78 -0.3%
2899 DAC DANAOS CORPORATION Industrials 7,416.0 $907K 0.00% NEW $122.37 +22.4%
2900 GGAL CALL GRUPO FINANCIERO GALICIA S.A Financial Services 18,000.0 $901K 0.00% +7K +57.9% $50.03 -17.1%
Page 145 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%