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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 166 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 WAFD WAFD INC Financial Services 9,690.0 $372K NEW $38.37 -4.3%
3302 DHT PUT DHT HOLDINGS INC Energy 22,400.0 $370K $16.53 +20.9%
3303 AA PUT ALCOA CORP Basic Materials 7,100.0 $370K -2K -22.8% $52.14 -1.2%
3304 HDV CALL ISHARES TR 13,500.0 $370K +8K +128.8% $27.41 +9.2%
3305 MXCT MAXCYTE INC Healthcare 299,853.0 $369K NEW $1.23 +13.0%
3306 ELME COMMUNITIES 249,030.0 $369K -3K -1.3% $1.48
3307 LYEL LYELL IMMUNOPHARMA INC Healthcare 26,080.0 $366K +5K +22.5% $14.05 +12.2%
3308 ACHR CALL ARCHER AVIATION INC Industrials 77,100.0 $365K +60K +340.6% $4.73 +36.4%
3309 ASTS PUT AST SPACEMOBILE INC Technology 4,100.0 $364K -360K -98.9% $88.86 -25.2%
3310 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 7,273.0 $364K NEW $50.03 -17.1%
3311 PXED PHOENIX ED PARTNERS INC Consumer Defensive 11,075.0 $364K NEW $32.85 -15.2%
3312 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 4,300.0 $364K +500.0 +13.2% $84.58 -6.2%
3313 RELY CALL REMITLY GLOBAL INC Technology 16,200.0 $363K NEW $22.41 +11.8%
3314 GLRE GREENLIGHT CAP RE LTD Financial Services 22,399.0 $362K -23K -50.8% $16.18 -5.8%
3315 PHI PLDT INC Communication Services 20,600.0 $361K -212.0 -1.0% $17.52 +8.6%
3316 WRLD WORLD ACCEP CORPORATION Financial Services 1,609.0 $360K -4K -69.3% $223.83 -17.5%
3317 ICHR CALL ICHOR HOLDINGS Technology 3,200.0 $359K NEW $112.28 -45.5%
3318 ACAD CALL ACADIA PHARMACEUTICALS INC Healthcare 14,200.0 $359K +500.0 +3.6% $25.30 +19.4%
3319 ACAD PUT ACADIA PHARMACEUTICALS INC Healthcare 14,200.0 $359K +500.0 +3.6% $25.30 +19.4%
3320 MTRN CALL MATERION CORP Basic Materials 1,200.0 $357K NEW $297.39 -17.5%
Page 166 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%