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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 173 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 GSM FERROGLOBE PLC Basic Materials 78,063.0 $248K NEW $3.18 +30.8%
3442 CRGY PUT CRESCENT ENERGY COMPANY Energy 25,270.0 $248K -37K -59.2% $9.82 +31.9%
3443 PATH PUT UIPATH INC Technology 22,800.0 $248K -10K -31.3% $10.87 +43.3%
3444 VOX ROYALTY CORP 52,305.0 $247K -72K -58.0% $4.73
3445 CRS CALL CARPENTER TECHNOLOGY CORP Industrials 400.0 $247K NEW $616.84 -13.8%
3446 RC READY CAPITAL CORP Real Estate 140,791.0 $246K -356K -71.7% $1.75 -3.4%
3447 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 21,600.0 $246K +7K +51.0% $11.40 -12.9%
3448 NTSK PUT NETSKOPE INC Technology 22,500.0 $246K NEW $10.94 +40.5%
3449 VRA VERA BRADLEY INC Consumer Cyclical 63,253.0 $246K +50K +378.3% $3.89 -19.8%
3450 FIGS CALL FIGS INC Consumer Cyclical 24,000.0 $246K +13K +118.2% $10.23 +38.4%
3451 AMT CALL AMERICAN TOWER CORP Real Estate 1,500.0 $245K -71K -97.9% $163.57 +5.4%
3452 ITW PUT ILLINOIS TOOL WKS INC Industrials 900.0 $243K NEW $270.47 +5.2%
3453 PEBK PEOPLES BANCORP N C INC Financial Services 5,647.0 $243K NEW $43.09 +5.0%
3454 PACS CALL PACS GROUP INC Financial Services 5,700.0 $243K -90K -94.0% $42.64 +2.7%
3455 ASCENTAGE PHARMA GROUP INTL 13,841.0 $243K -2K -13.8% $17.56
3456 BBY CALL BEST BUY INC Consumer Cyclical 3,200.0 $243K NEW $75.88 +15.0%
3457 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 10,078.0 $242K -8K -43.9% $24.04 +2.2%
3458 EBMT EAGLE BANCORP MONT INC Financial Services 10,076.0 $241K NEW $23.93 -1.7%
3459 CALL BIRKENSTOCK HOLDING PLC 5,600.0 $241K -7K -56.6% $43.03
3460 ALX ALEXANDERS INC Real Estate 873.0 $241K -5K -85.1% $275.56 -2.7%
Page 173 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%