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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 162 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 EWJ ISHARES INC 4,750.0 $443K NEW $93.27 +1.1%
3222 TKO CALL TKO GROUP HOLDINGS INC Communication Services 2,200.0 $443K -11K -83.5% $201.31 -0.6%
3223 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 14,000.0 $442K -27K -65.7% $31.60 +62.0%
3224 KIDS ORTHOPEDIATRICS CORP Healthcare 23,126.0 $442K -13K -35.6% $19.13 +37.1%
3225 BLND BLEND LABS INC Technology 257,170.0 $440K NEW $1.71 -10.5%
3226 IE IVANHOE ELECTRIC INC Technology 45,750.0 $440K +3K +7.3% $9.61 +9.9%
3227 ZBH PUT ZIMMER BIOMET HOLDINGS INC Healthcare 5,100.0 $439K NEW $86.09 +17.0%
3228 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 94,898.0 $438K NEW $4.62 -32.7%
3229 LC PUT HAPPEN INC Financial Services 21,100.0 $438K NEW $20.74 -7.4%
3230 FIVN CALL FIVE9 INC Technology 20,500.0 $437K -10K -32.3% $21.32 +52.1%
3231 VDE CALL VANGUARD WORLD FD 2,900.0 $435K -39K -93.1% $150.13 +20.4%
3232 NIOCORP DEVS LTD 90,065.0 $434K -416K -82.2% $4.82
3233 MKC PUT MCCORMICK & CO INC Consumer Defensive 8,600.0 $434K NEW $50.42 +10.8%
3234 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 4,700.0 $433K -400.0 -7.8% $92.09 -1.0%
3235 CNXC PUT CONCENTRIX CORP Technology 19,300.0 $432K -2K -9.4% $22.41 +15.8%
3236 SVC CALL SERVICE PPTYS TR Real Estate 254,800.0 $431K NEW $1.69 +375.7%
3237 HCC CALL WARRIOR MET COAL INC Energy 5,300.0 $430K $81.16 +26.8%
3238 CALL APTIV PLC 7,000.0 $430K NEW $61.38
3239 KEN KENON HLDGS LTD Utilities 6,390.0 $427K NEW $66.86 -2.0%
3240 GLD SPDR GOLD TR Financial Services 1,151.0 $424K -49K -97.7% $368.38 +11.3%
Page 162 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%