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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 165 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 BHP PUT BHP BILLITON LIMITED Basic Materials 4,700.0 $392K NEW $83.31 +10.8%
3282 OSS PUT ONE STOP SYS INC Technology 21,500.0 $391K NEW $18.18 -33.4%
3283 ESEA EUROSEAS LTD Industrials 5,887.0 $391K -956.0 -14.0% $66.37 +12.3%
3284 NICE PUT NICE LTD Technology 4,300.0 $391K -8K -63.6% $90.85 +11.1%
3285 VKTX PUT VIKING THERAPEUTICS INC Healthcare 10,000.0 $390K NEW $39.01 -7.8%
3286 ATLC ATLANTICUS HOLDINGS CORP Financial Services 3,809.0 $389K NEW $102.25 -3.1%
3287 YSWY YESWAY INC 19,161.0 $389K NEW $20.30 +26.9%
3288 BRBR CALL BELLRING BRANDS INC Consumer Defensive 30,000.0 $388K -1K -4.5% $12.94 -17.1%
3289 AIG CALL AMERICAN INTL GROUP INC Financial Services 5,200.0 $388K -6K -51.4% $74.53 +1.6%
3290 WISE GROUP PLC 32,515.0 $387K NEW $11.91
3291 NIO PUT NIO INC Consumer Cyclical 76,500.0 $387K NEW $5.06 -9.6%
3292 VIOT VIOMI TECHNOLOGY CO LTD Consumer Cyclical 493,500.0 $386K $0.78 -10.5%
3293 LIT CALL GLOBAL X FDS 4,900.0 $384K $78.28 -4.7%
3294 XLB PUT SELECT SECTOR SPDR TR 7,500.0 $381K -228K -96.8% $50.83 +3.3%
3295 SANM PUT SANMINA CORP Technology 1,500.0 $380K NEW $253.08 -23.1%
3296 POWW OUTDOOR HOLDING CO Industrials 165,970.0 $378K +93K +127.6% $2.28 -0.0%
3297 WYFI PUT WHITEFIBER INC Technology 9,700.0 $377K NEW $38.85 -45.0%
3298 GRAN TIERRA ENERGY INC 60,118.0 $375K -314K -83.9% $6.24
3299 COLD CALL AMERICOLD REALTY TRUST INC Real Estate 23,800.0 $374K -136K -85.1% $15.72 -4.1%
3300 CPRI PUT CAPRI HOLDINGS LIMITED Consumer Cyclical 20,100.0 $373K NEW $18.57 -22.5%
Page 165 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%