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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 184 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 REAX THE REAL BROKERAGE INC Real Estate 68,948.0 $125K -969K -93.4% $1.82 +45.6%
3662 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 26,900.0 $124K NEW $4.62 -27.3%
3663 SAP CALL SAP SE Technology 800.0 $123K NEW $154.11 +36.6%
3664 PTON CALL PELOTON INTERACTIVE INC Consumer Cyclical 20,800.0 $123K NEW $5.91 -10.2%
3665 SPXC CALL SPX TECHNOLOGIES INC Industrials 500.0 $123K NEW $245.17 -13.3%
3666 API AGORA INC Technology 30,430.0 $121K +2K +6.6% $3.99 +11.5%
3667 NIU NIU TECHNOLOGIES Consumer Cyclical 60,145.0 $121K NEW $2.01 +1.0%
3668 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 300.0 $121K NEW $401.84 -0.1%
3669 BDRY AMPLIFY COMMODITY TRUST Financial Services 10,000.0 $119K NEW $11.87 +16.4%
3670 APYX APYX MEDICAL CORPORATION Healthcare 26,350.0 $118K -8K -24.2% $4.49 -30.7%
3671 PUT CRH PLC 1,100.0 $118K -4K -76.6% $107.00
3672 SHREYA ACQUISITION GROUP 11,800.0 $117K NEW $9.89
3673 KOPN CALL KOPIN CORP Technology 26,000.0 $116K NEW $4.48 +12.5%
3674 NG PUT NOVAGOLD RESOURCES INC Basic Materials 19,500.0 $116K -24K -55.4% $5.97 +24.1%
3675 HAS PUT HASBRO INC Consumer Cyclical 1,400.0 $116K NEW $82.59 +13.8%
3676 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 71,227.0 $114K -356K -83.3% $1.60 +43.1%
3677 CHGG CHEGG INC Consumer Defensive 112,199.0 $113K +56K +98.1% $1.01 -24.8%
3678 FND PUT FLOOR & DECOR HLDGS INC Consumer Cyclical 1,900.0 $113K -6K -74.7% $59.36 -5.6%
3679 PYXS PYXIS ONCOLOGY INC Healthcare 37,092.0 $112K +5K +15.9% $3.01 -0.7%
3680 KROS KEROS THERAPEUTICS INC Healthcare 10,393.0 $111K -99K -90.5% $10.70 -0.8%
Page 184 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%