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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 182 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 UUUU ENERGY FUELS INC Energy 10,000.0 $145K NEW $14.50 -2.7%
3622 D. BORAL ARC ACQ I CORP. 80,000.0 $145K NEW $1.81
3623 CRNC PUT CERENCE INC Technology 12,700.0 $144K -17K -57.2% $11.32 -25.2%
3624 IAT PUT ISHARES TR 2,300.0 $143K NEW $62.21 +4.4%
3625 AMPY AMPLIFY ENERGY CORP NEW Energy 35,865.0 $143K -144K -80.0% $3.98 +21.0%
3626 GPK CALL GRAPHIC PACKAGING HLDG CO Consumer Cyclical 13,500.0 $143K NEW $10.57 +4.4%
3627 VRNS PUT VARONIS SYS INC Technology 3,400.0 $143K NEW $41.96 +4.3%
3628 BBBY PUT BED BATH & BEYOND INC Consumer Cyclical 24,600.0 $142K NEW $5.79 -24.9%
3629 DIGIMARC CORP 17,255.0 $142K NEW $8.22
3630 NTR NUTRIEN LTD Basic Materials 2,269.0 $142K -640K -99.7% $62.50 +10.8%
3631 BRZE CALL BRAZE INC Technology 6,500.0 $141K NEW $21.69 +35.2%
3632 TTEC TTEC HLDGS INC Technology 71,831.0 $139K NEW $1.94 -25.5%
3633 INSM CALL INSMED INC Healthcare 1,300.0 $139K -12K -90.4% $106.62 +20.5%
3634 CE PUT CELANESE CORP DEL Basic Materials 3,000.0 $138K -8K -71.7% $46.00 -3.5%
3635 CVRX CVRX INC Healthcare 26,773.0 $138K NEW $5.14 -46.3%
3636 KD PUT KYNDRYL HLDGS INC Technology 12,100.0 $137K -8K -40.4% $11.31 +10.5%
3637 AMLX PUT AMYLYX PHARMACEUTICALS INC Healthcare 7,600.0 $136K NEW $17.96 +94.0%
3638 DLO PUT DLOCAL LTD Technology 10,500.0 $136K NEW $12.99 +5.5%
3639 FIVN PUT FIVE9 INC Technology 6,400.0 $136K -10K -61.7% $21.32 +53.7%
3640 IVE CALL ISHARES TR 600.0 $136K -1K -64.7% $227.06 +4.4%
Page 182 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%