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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 192 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 LIT GLOBAL X FDS 495.0 $39K -42K -98.8% $78.28 -2.6%
3822 ATLANTIC INTL CORP 42,037.0 $39K NEW $0.92
3823 CMTL COMTECH TELECOMMUNICATIONS C Technology 18,331.0 $38K -15K -45.6% $2.10 -20.5%
3824 SMRT SMARTRENT INC Technology 32,208.0 $38K -351K -91.6% $1.19 +24.4%
3825 AMSC PUT AMERICAN SUPERCONDUCTOR CORP Industrials 900.0 $37K -106K -99.2% $41.51 -22.6%
3826 CLDX PUT CELLDEX THERAPEUTICS INC NEW Healthcare 1,000.0 $37K NEW $37.21 +12.7%
3827 CRDF CARDIFF ONCOLOGY INC Healthcare 28,385.0 $37K NEW $1.30 -30.4%
3828 CARR CALL CARRIER GLOBAL CORPORATION Industrials 500.0 $37K -16K -96.9% $73.35 -14.7%
3829 SOC CALL SABLE OFFSHORE CORP Energy 11,900.0 $37K $3.08 +30.5%
3830 STEX STREAMEX CORP Financial Services 42,298.0 $36K NEW $0.85 +5.4%
3831 FND CALL FLOOR & DECOR HLDGS INC Consumer Cyclical 600.0 $36K -8K -93.3% $59.36 -4.6%
3832 TROX CALL TRONOX HOLDINGS PLC Basic Materials 5,600.0 $35K NEW $6.30 -8.3%
3833 SCCO CALL SOUTHERN COPPER CORP Basic Materials 200.0 $35K -4K -95.6% $174.26 +10.2%
3834 QSI QUANTUM SI INC Healthcare 39,133.0 $35K NEW $0.89 -15.9%
3835 RFL RAFAEL HLDGS INC Real Estate 10,433.0 $34K NEW $3.28 -43.0%
3836 PUT CORPAY INC 100.0 $33K NEW $333.27
3837 TII TITAN MNG CORP Basic Materials 15,169.0 $33K NEW $2.19 +20.1%
3838 ORBS EIGHTCO HOLDINGS INC Technology 47,419.0 $33K -87K -64.7% $0.70 -1.9%
3839 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 46,527.0 $32K NEW $0.69 -13.4%
3840 REKR REKOR SYSTEMS INC Technology 46,093.0 $32K NEW $0.69 -6.7%
Page 192 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%