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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 170 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 MAT CALL MATTEL INC Consumer Cyclical 21,500.0 $298K NEW $13.88 +6.2%
3382 BARK BARK INC Consumer Cyclical 29,844.0 $298K NEW $9.98 +6.0%
3383 ESI CALL ELEMENT SOLUTIONS INC Basic Materials 6,200.0 $296K NEW $47.75 -23.1%
3384 KARDIGAN INC 12,386.0 $295K NEW $23.85
3385 VIRC VIRCO MFG CO Consumer Cyclical 48,085.0 $295K NEW $6.14 -2.3%
3386 RFIL RF INDS LTD Industrials 13,917.0 $295K -29K -67.7% $21.21 -44.2%
3387 AVD AMERICAN VANGUARD CORP Basic Materials 105,379.0 $295K +16K +17.8% $2.80 -14.5%
3388 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 7,100.0 $295K -20K -74.0% $41.51 -26.0%
3389 ADMA PUT ADMA BIOLOGICS INC Healthcare 35,100.0 $294K NEW $8.37 +19.3%
3390 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 34,600.0 $289K NEW $8.35 +8.6%
3391 ICLN PUT ISHARES TR 14,100.0 $289K -115K -89.1% $20.49 -13.3%
3392 CALL CRH PLC 2,700.0 $289K -5K -63.5% $107.00
3393 FUBO CALL FUBOTV INC Communication Services 31,400.0 $289K NEW $9.20 +11.6%
3394 MLM PUT MARTIN MARIETTA MATLS INC Basic Materials 500.0 $288K -100.0 -16.7% $576.70 -7.4%
3395 CRCL CIRCLE INTERNET GROUP INC Financial Services 4,600.0 $288K NEW $62.63 +26.2%
3396 FLXS FLEXSTEEL INDS INC Consumer Cyclical 3,831.0 $285K NEW $74.48 +3.5%
3397 CALL DIGI PWR X INC 51,800.0 $282K NEW $5.45
3398 PNBK PATRIOT NATL BANCORP INC Financial Services 294,294.0 $282K +209K +246.8% $0.96 +8.6%
3399 HAS CALL HASBRO INC Consumer Cyclical 3,400.0 $281K NEW $82.59 +13.5%
3400 PUT IRIDIUM COMMUNICATIONS INC 5,100.0 $280K NEW $54.85
Page 170 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%