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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 188 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 TEADS HLDG CO 96,272.0 $74K NEW $0.77
3742 DHX DHI GROUP INC Industrials 19,825.0 $74K +2K +11.4% $3.71 +14.6%
3743 IESC CALL IES HOLDINGS INC Industrials 100.0 $73K NEW $734.66 +8.1%
3744 CGAU PUT CENTERRA GOLD INC Basic Materials 4,600.0 $73K -16K -78.0% $15.86 +38.2%
3745 TSSI CALL TSS INC DEL Technology 5,900.0 $73K -76K -92.8% $12.30 -22.9%
3746 VNCE VINCE HLDG CORP Consumer Cyclical 10,016.0 $72K NEW $7.15 -13.4%
3747 PEPG PEPGEN INC Healthcare 39,720.0 $71K -26K -39.8% $1.80 +68.9%
3748 GENELUX CORPORATION 23,538.0 $71K NEW $3.01
3749 VNET PUT VNET GROUP INC Technology 8,800.0 $71K NEW $8.04 -1.5%
3750 YATSEN HLDG LTD 22,073.0 $70K -231K -91.3% $3.17
3751 SNDL INC 51,007.0 $69K -43K -45.8% $1.35
3752 EVR CALL EVERCORE INC Financial Services 200.0 $68K NEW $341.44 -11.2%
3753 EVR PUT EVERCORE INC Financial Services 200.0 $68K NEW $341.44 -11.2%
3754 DOV PUT DOVER CORP Industrials 300.0 $67K -700.0 -70.0% $224.28 -7.9%
3755 SKY HARBOUR GROUP CORPORATIO 145,103.0 $67K $0.46
3756 EMBC EMBECTA CORP Healthcare 20,236.0 $66K NEW $3.26 +57.4%
3757 GFS PUT GLOBALFOUNDRIES INC Technology 800.0 $66K NEW $82.41 -35.2%
3758 ISPR ISPIRE TECHNOLOGY INC Consumer Defensive 58,769.0 $66K NEW $1.12 +40.2%
3759 SRG SERITAGE GROWTH PPTYS Real Estate 24,959.0 $66K +2K +8.5% $2.63 -12.9%
3760 MVST MICROVAST HOLDINGS INC Industrials 55,606.0 $65K -143K -72.0% $1.17 -31.0%
Page 188 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%