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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 161 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3201 SHOULDER INNOVATIONS INC 22,920.0 $465K 0.00% NEW $20.28
3202 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 8,700.0 $464K 0.00% -91K -91.3% $53.30 +3.4%
3203 CACI CALL CACI INTL INC Technology 1,000.0 $463K 0.00% NEW $463.26 +39.5%
3204 INBK FIRST INTERNET BANCORP Financial Services 16,649.0 $463K 0.00% -3K -14.2% $27.80 +2.8%
3205 EBF ENNIS INC Industrials 21,763.0 $462K 0.00% -19K -47.1% $21.25 +4.2%
3206 MUX PUT MCEWEN INC. Basic Materials 25,500.0 $462K 0.00% -135K -84.1% $18.13 +11.8%
3207 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 800.0 $461K 0.00% +200.0 +33.3% $576.70 -8.9%
3208 BARNES & NOBLE ED INC 36,697.0 $461K 0.00% NEW $12.56
3209 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 3,500.0 $461K 0.00% -6K -61.1% $131.58 +4.3%
3210 TSAT TELESAT CORP Technology 9,066.0 $459K 0.00% NEW $50.60 -12.5%
3211 WPP WPP PLC NEW Communication Services 29,604.0 $459K 0.00% -230K -88.6% $15.49 +69.6%
3212 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 14,900.0 $458K 0.00% NEW $30.71 +17.4%
3213 FUBO PUT FUBOTV INC Communication Services 49,600.0 $456K 0.00% NEW $9.20 +15.1%
3214 RNAC CARTESIAN THERAPEUTICS INC Healthcare 43,627.0 $455K 0.00% NEW $10.42 -1.8%
3215 XLU SELECT SECTOR SPDR TR 10,000.0 $453K 0.00% $45.34 -3.5%
3216 INTEGRA RES CORP 199,742.0 $453K +102K +103.8% $2.27
3217 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 3,400.0 $451K +1K +47.8% $132.52 +3.5%
3218 HITI HIGH TIDE INC Healthcare 196,962.0 $449K -46K -18.8% $2.28 +7.5%
3219 CARR PUT CARRIER GLOBAL CORPORATION Industrials 6,100.0 $447K -10K -62.1% $73.35 -18.0%
3220 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 14,937.0 $447K +2K +11.3% $29.93 +11.9%
Page 161 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 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%