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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 63 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AMPL AMPLITUDE INC Technology 1,409,424.0 $10.8M 0.01% -1.0M -41.5% $7.65 +73.7%
1242 CALL HONEYWELL INTL INC 48,150.0 $10.8M 0.01% NEW $223.90
1243 OCEANAGOLD CORP 430,583.0 $10.8M 0.01% NEW $25.03
1244 EA ELECTRONIC ARTS INC Communication Services 52,492.0 $10.8M 0.01% -10K -15.4% $205.04 +2.3%
1245 CALL ANGLOGOLD ASHANTI PLC 132,900.0 $10.8M 0.01% -21K -13.7% $80.89
1246 SKEENA RES LTD NEW 402,735.0 $10.7M 0.01% +76K +23.2% $26.67
1247 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 59,200.0 $10.7M 0.01% -18K -23.2% $180.91 +4.0%
1248 CNP CENTERPOINT ENERGY INC Utilities 243,100.0 $10.7M 0.01% -1.1M -81.6% $44.04 -12.0%
1249 AGBK AGI INC Financial Services 1,508,555.0 $10.7M 0.01% +171K +12.8% $7.08 -13.8%
1250 ABVX PUT ABIVAX SA Healthcare 80,000.0 $10.7M 0.01% NEW $133.26 -13.7%
1251 CALL HONEYWELL AEROSPACE INC 48,150.0 $10.6M 0.01% NEW $221.08
1252 KMX PUT CARMAX INC Consumer Cyclical 201,200.0 $10.6M 0.01% +33K +19.6% $52.89 +17.5%
1253 ADTRAN HOLDINGS INC 764,780.0 $10.6M 0.01% +200K +35.4% $13.90
1254 MDB CALL MONGODB INC Technology 31,500.0 $10.6M 0.01% +5K +17.5% $335.90 +28.3%
1255 AIB AIB DATA CENTERS INC Technology 4,989,717.0 $10.6M 0.01% NEW $2.12 -34.0%
1256 IYT ISHARES TR 121,700.0 $10.6M 0.01% NEW $86.75 +0.3%
1257 TTMI TTM TECHNOLOGIES INC Technology 56,447.0 $10.6M 0.01% -127K -69.3% $187.02 -40.9%
1258 PINS CALL PINTEREST INC Communication Services 501,700.0 $10.6M 0.01% +184K +57.7% $21.03 +11.3%
1259 AAP CALL ADVANCE AUTO PARTS INC Consumer Cyclical 169,400.0 $10.5M 0.01% +17K +11.3% $62.22 -31.6%
1260 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 109,580.0 $10.5M 0.01% NEW $96.12 -50.3%
Page 63 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%