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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 185 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 PRECISION BIOSCIENCES INC 14,104.0 $111K -21K -60.4% $7.86
3682 YETI PUT YETI HLDGS INC Consumer Cyclical 2,200.0 $109K -4K -65.6% $49.56 -11.8%
3683 RHI PUT ROBERT HALF INC. Industrials 3,500.0 $107K -20K -85.4% $30.70 +42.3%
3684 SOC PUT SABLE OFFSHORE CORP Energy 34,800.0 $107K $3.08 +30.4%
3685 ABVX CALL ABIVAX SA Healthcare 800.0 $107K -9K -91.6% $133.26 -10.4%
3686 SATL CALL SATELLOGIC INC Technology 18,500.0 $106K NEW $5.72 +2.5%
3687 VFH CALL VANGUARD WORLD FD 800.0 $105K NEW $131.60 +7.5%
3688 HF FOODS GROUP INC 74,477.0 $105K NEW $1.41
3689 VFF VILLAGE FARMS INTL INC Consumer Defensive 51,641.0 $103K -94K -64.6% $2.00 +27.7%
3690 TMC CALL TMC THE METALS COMPANY INC Basic Materials 23,200.0 $103K $4.43 -12.9%
3691 VAL PUT VALARIS LTD Energy 1,400.0 $102K -56K -97.6% $72.60 +19.9%
3692 HTT HIGH TEMPLAR TECHNOLOGY LTD Financial Services 39,075.0 $100K -6K -12.9% $2.56 -2.5%
3693 VICI PUT VICI PPTYS INC Real Estate 3,700.0 $98K NEW $26.55 -1.5%
3694 AVT PUT AVNET INC Technology 1,100.0 $98K NEW $88.82 +4.1%
3695 AGL PUT AGILON HEALTH INC Healthcare 900.0 $96K NEW $107.18 -10.8%
3696 INDI CALL INDIE SEMICONDUCTOR INC Technology 21,400.0 $96K NEW $4.49 -5.9%
3697 CCOI CALL COGENT COMM HOLDINGS INC Communication Services 6,900.0 $96K -55K -88.8% $13.88 -27.1%
3698 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 13,500.0 $95K -103K -88.4% $7.05 -9.7%
3699 PRQR PROQR THRAPEUTICS N V Healthcare 50,652.0 $94K -705K -93.3% $1.86 +7.3%
3700 WRD CALL WERIDE INC Technology 16,100.0 $94K -43K -72.8% $5.82 +4.0%
Page 185 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%