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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 163 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 TEL PUT TE CONNECTIVITY PLC Technology 2,100.0 $423K NEW $201.61 +1.0%
3242 TLN PUT TALEN ENERGY CORP Utilities 1,100.0 $423K -3K -75.0% $384.26 -16.1%
3243 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 217,950.0 $423K NEW $1.94 -13.3%
3244 CTNM CONTINEUM THERAPEUTICS INC Healthcare 25,779.0 $423K -59K -69.6% $16.39 -2.3%
3245 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 50,500.0 $422K -51K -50.3% $8.35 +8.0%
3246 ROOT INC 7,539.0 $422K NEW $55.92
3247 DLO CALL DLOCAL LTD Technology 32,400.0 $421K NEW $12.99 +10.0%
3248 THRY THRYV HLDGS INC Communication Services 106,842.0 $421K NEW $3.94 -47.0%
3249 BZH BEAZER HOMES USA INC Consumer Cyclical 15,000.0 $421K NEW $28.05 +18.3%
3250 DQ CALL DAQO NEW ENERGY CORP Technology 31,400.0 $420K -21K -39.9% $13.39 +4.9%
3251 ADMA CALL ADMA BIOLOGICS INC Healthcare 50,100.0 $419K +29K +139.7% $8.37 +20.1%
3252 CLBT CELLEBRITE DI LTD Technology 28,645.0 $418K NEW $14.60 -23.0%
3253 NBN NORTHEAST BK PORTLAND ME Financial Services 3,153.0 $418K NEW $132.53 -2.4%
3254 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 153,317.0 $417K -572K -78.9% $2.72 +8.5%
3255 PRIM CALL PRIMORIS SVCS CORP Industrials 4,200.0 $416K -6K -60.8% $99.12 -19.4%
3256 NTSK CALL NETSKOPE INC Technology 37,900.0 $415K NEW $10.94 +34.4%
3257 SLQT SELECTQUOTE INC Financial Services 492,174.0 $414K NEW $0.84 -7.6%
3258 TASK TASKUS INC Technology 88,451.0 $414K NEW $4.68 +72.6%
3259 LRMR LARIMAR THERAPEUTICS INC Healthcare 134,806.0 $411K -913K -87.1% $3.05 +39.3%
3260 RKT PUT ROCKET COS INC Financial Services 26,100.0 $411K +12K +91.9% $15.75 -7.1%
Page 163 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%