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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 89 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 JETS CALL ETF SER SOLUTIONS 150,000.0 $5.0M 0.01% +16K +11.9% $33.22 -10.0%
1762 PHR PHREESIA INC Healthcare 484,115.0 $5.0M 0.01% NEW $10.29 +11.7%
1763 YELP YELP INC Communication Services 202,912.0 $5.0M 0.01% -237K -53.9% $24.52 -3.6%
1764 SFL SFL CORPORATION LTD Industrials 487,348.0 $5.0M 0.01% +399K +451.8% $10.20 +20.3%
1765 AGRO ADECOAGRO S A Consumer Defensive 519,039.0 $5.0M 0.01% +421K +429.0% $9.55 +15.0%
1766 DGX QUEST DIAGNOSTICS INC Healthcare 23,380.0 $5.0M 0.01% NEW $211.95 +15.1%
1767 CALL PAGAYA TECHNOLOGIES LTD 271,200.0 $4.9M 0.01% NEW $18.25
1768 CALL TECHNIPFMC PLC 74,600.0 $4.9M 0.01% +69K +1281.5% $66.30
1769 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 22,100.0 $4.9M 0.01% -11K -33.4% $223.65 -1.8%
1770 CVS CALL CVS HEALTH CORP Healthcare 47,700.0 $4.9M 0.01% -71K -59.7% $103.45 -10.3%
1771 FLNC CALL FLUENCE ENERGY INC Utilities 248,200.0 $4.9M 0.01% +32K +14.6% $19.88 -43.7%
1772 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 198,700.0 $4.9M 0.01% -97K -32.8% $24.83 -15.1%
1773 NG NOVAGOLD RESOURCES INC Basic Materials 826,287.0 $4.9M 0.01% +320K +63.3% $5.97 +62.9%
1774 MELI PUT MERCADOLIBRE INC Consumer Cyclical 2,900.0 $4.9M 0.01% -100.0 -3.3% $1697.39 +17.2%
1775 DVN PUT DEVON ENERGY CORP NEW Energy 119,020.0 $4.9M 0.01% -59K -33.2% $41.32 +14.4%
1776 FCF FIRST COMWLTH FINL CORP PA Financial Services 241,676.0 $4.9M 0.01% +117K +93.8% $20.33 +2.1%
1777 USB CALL US BANCORP Financial Services 81,000.0 $4.9M 0.01% +54K +201.1% $60.40 +3.2%
1778 ARKQ CALL ARK ETF TR 37,000.0 $4.9M 0.01% -28K -42.8% $132.22 -7.4%
1779 SWBI SMITH & WESSON BRANDS INC Industrials 324,653.0 $4.9M 0.01% +188K +137.2% $15.04 -10.1%
1780 GH CALL GUARDANT HEALTH INC Healthcare 32,500.0 $4.9M 0.01% -12K -27.5% $150.03 +9.4%
Page 89 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%