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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 150 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 ICLN ISHARES TR 36,876.0 $756K 0.00% NEW $20.49 -14.2%
2982 STRL CALL STERLING INFRASTRUCTURE INC Industrials 900.0 $755K 0.00% -4K -80.0% $839.36 -38.4%
2983 HOMETRUST BANCSHARES INC 15,141.0 $755K 0.00% NEW $49.89
2984 ARI APOLLO COML REAL ESTATE FIN Real Estate 70,461.0 $753K 0.00% NEW $10.68 -35.1%
2985 PR PUT PERMIAN RESOURCES CORP Energy 40,600.0 $747K 0.00% NEW $18.41 +29.0%
2986 ASPI ASP ISOTOPES INC Basic Materials 120,159.0 $747K 0.00% NEW $6.22 -35.7%
2987 ERII ENERGY RECOVERY INC Industrials 82,819.0 $747K 0.00% NEW $9.02 -12.4%
2988 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,400.0 $742K 0.00% -7K -60.0% $168.66 -3.6%
2989 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 26,269.0 $742K 0.00% NEW $28.24 +10.1%
2990 GTLB CALL GITLAB INC Technology 24,200.0 $739K 0.00% -42K -63.3% $30.53 +36.5%
2991 BALL CALL BALL CORP Consumer Cyclical 11,800.0 $736K 0.00% NEW $62.40 +1.9%
2992 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 303,845.0 $735K 0.00% -338K -52.6% $2.42 -1.7%
2993 LNC PUT LINCOLN NATL CORP IND Financial Services 20,800.0 $735K 0.00% -140K -87.1% $35.35 +19.2%
2994 CALL ALMONTY INDS INC 44,400.0 $735K 0.00% NEW $16.56
2995 OCGN OCUGEN INC Healthcare 477,821.0 $731K 0.00% -357K -42.7% $1.53 -9.2%
2996 BMNR PUT BITMINE IMMERSION TECHS INC Financial Services 54,800.0 $729K 0.00% NEW $13.31 +71.5%
2997 HTZ HERTZ GLOBAL HLDGS INC Industrials 321,027.0 $727K 0.00% -831K -72.1% $2.27 -0.7%
2998 ALTO ALTO INGREDIENTS INC Basic Materials 127,321.0 $726K 0.00% -207K -62.0% $5.70 -23.2%
2999 BROS PUT DUTCH BROS INC Consumer Cyclical 10,100.0 $725K 0.00% -15K -60.1% $71.81 -30.6%
3000 ALG ALAMO GROUP INC Industrials 4,406.0 $725K 0.00% NEW $164.49 -0.1%
Page 150 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%