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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 186 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 BALL PUT BALL CORP Consumer Cyclical 1,500.0 $94K NEW $62.40 -1.4%
3702 GREENFIRE RES LTD NEW 16,446.0 $93K NEW $5.65
3703 NIO CALL NIO INC Consumer Cyclical 18,300.0 $93K NEW $5.06 -11.0%
3704 ATOM ATOMERA INC Technology 10,532.0 $92K NEW $8.71 -42.2%
3705 GWRS GLOBAL WTR RES INC Utilities 12,506.0 $91K NEW $7.24 +22.5%
3706 DOV CALL DOVER CORP Industrials 400.0 $90K NEW $224.28 -9.4%
3707 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 10,300.0 $87K NEW $8.49 +25.8%
3708 SGHT SIGHT SCIENCES INC Healthcare 16,125.0 $87K -83K -83.7% $5.42 +52.3%
3709 ALLY PUT ALLY FINL INC Financial Services 1,900.0 $87K NEW $45.95 -5.2%
3710 GLOB CALL GLOBANT S A Technology 3,000.0 $87K -10K -76.4% $28.94 +27.8%
3711 CLAR CLARUS CORP NEW Consumer Cyclical 27,549.0 $87K NEW $3.15 +14.6%
3712 CALL AMCOR PLC 2,000.0 $87K NEW $43.35
3713 VYM VANGUARD WHITEHALL FDS 545.0 $86K NEW $158.03 +4.8%
3714 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 44,927.0 $85K NEW $1.90 +0.5%
3715 INSM PUT INSMED INC Healthcare 800.0 $85K -24K -96.8% $106.62 +20.5%
3716 OLN PUT OLIN CORP Basic Materials 4,300.0 $85K -3K -44.2% $19.82 -6.2%
3717 KRMN PUT KARMAN HLDGS INC Industrials 1,700.0 $85K -9K -83.5% $49.92 +22.1%
3718 PLAB PUT PHOTRONICS INC Technology 2,600.0 $85K NEW $32.53 -2.4%
3719 CURI CURIOSITYSTREAM INC Communication Services 31,693.0 $84K NEW $2.66 +4.4%
3720 BMNR CALL BITMINE IMMERSION TECHS INC Financial Services 6,300.0 $84K -26K -80.2% $13.31 +40.8%
Page 186 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%