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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 196 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 500.0 $9K -37K -98.7% $17.92 -18.6%
3902 SPLASH BEVERAGE GROUP INC 56,950.0 $9K NEW $0.15
3903 MERC MERCER INTL INC Basic Materials 12,867.0 $8K -9K -40.7% $0.66 -26.3%
3904 TNYA TENAYA THERAPEUTICS INC Healthcare 11,346.0 $8K NEW $0.74 -5.3%
3905 TIGR PUT UP FINTECH HLDG LTD Financial Services 1,800.0 $8K -16K -89.6% $4.40 +10.0%
3906 DB PUT DEUTSCHE BK AG Financial Services 200.0 $7K NEW $33.76 +12.9%
3907 ALTISOURCE PORTFOLIO SOLUTIO 14,711.0 $6K $0.40
3908 PUT SPIRE GLOBAL INC 300.0 $6K NEW $18.60
3909 INDA CALL ISHARES TR 100.0 $5K NEW $49.39 +0.4%
3910 CALL ODDITY TECH LTD 300.0 $5K NEW $15.13
3911 CANGO INC 21,738.0 $4K -3K -11.4% $0.20
3912 XEROX HOLDINGS CORP 14,760.0 $4K NEW $0.28
3913 MIR CALL MIRION TECHNOLOGIES INC Industrials 200.0 $4K -11K -98.2% $17.93 -12.2%
3914 PUT TREKOR METALS LTD 500.0 $3K NEW $6.88
3915 ITOC ITONIC HOLDINGS LTD Healthcare 10,852.0 $3K $0.30 -8.3%
3916 KVUE CALL KENVUE INC Consumer Defensive 100.0 $2K -134K -99.9% $19.11 -1.7%
3917 PUT CNH INDL N V 100.0 $1K NEW $11.23
3918 LXU CALL LSB INDS INC Basic Materials 100.0 $1K NEW $10.81 -2.9%
3919 ATOM CALL ATOMERA INC Technology 100.0 $871.0 NEW $8.71 -37.8%
3920 TDOC PUT TELADOC HEALTH INC Healthcare 100.0 $848.0 NEW $8.48 -22.9%
Page 196 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%