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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 177 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 CDE PUT COEUR MNG INC Basic Materials 12,900.0 $211K -62K -82.7% $16.32 +13.4%
3522 PLBC PLUMAS BANCORP Financial Services 3,593.0 $210K NEW $58.44 +6.0%
3523 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 900.0 $210K -2K -67.9% $233.10 +3.6%
3524 TRDA ENTRADA THERAPEUTICS INC Healthcare 28,500.0 $210K NEW $7.36 -1.2%
3525 CVI PUT CVR ENERGY INC Energy 7,600.0 $209K $27.54 +33.1%
3526 RPV INVESCO EXCHANGE TRADED FD T 1,837.0 $209K NEW $113.82 +7.1%
3527 STNG CALL SCORPIO TANKERS INC Energy 3,000.0 $208K -8K -72.7% $69.26 +14.6%
3528 HSAI PUT HESAI GROUP Consumer Cyclical 11,400.0 $208K -29K -72.0% $18.22 -6.1%
3529 NNBR NN INC Industrials 57,560.0 $207K +45K +342.0% $3.59 +7.0%
3530 VMC PUT VULCAN MATLS CO Basic Materials 700.0 $207K -300.0 -30.0% $295.01 -7.9%
3531 FDIS FIDELITY COVINGTON TRUST 2,008.0 $207K -650.0 -24.4% $102.84 -1.2%
3532 SSSS SURO CAPITAL CORP Financial Services 16,348.0 $205K NEW $12.54 -13.6%
3533 OFLX OMEGA FLEX INC Industrials 6,530.0 $205K NEW $31.39 -10.0%
3534 LI PUT LI AUTO INC Consumer Cyclical 17,400.0 $204K -74K -81.0% $11.74 +3.2%
3535 WELL PUT WELLTOWER INC Real Estate 900.0 $204K NEW $226.97 +3.7%
3536 ESOA ENERGY SERVICES OF AMER CORP Industrials 10,548.0 $204K -32K -75.0% $19.34 -35.1%
3537 FBIN PUT FORTUNE BRANDS INNOVATIONS I Industrials 3,700.0 $203K NEW $54.90 -17.5%
3538 OMFL INVESCO EXCH TRD SLF IDX FD 2,952.0 $202K -3K -52.2% $68.54 +3.2%
3539 HDB PUT HDFC BANK LTD Financial Services 7,800.0 $201K NEW $25.83 -10.3%
3540 FERROVIAL NV 2,930.0 $201K NEW $68.61
Page 177 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%