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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 93 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 MFC MANULIFE FINL CORP Financial Services 110,009.0 $4.5M 0.01% -124K -52.9% $40.49 +6.6%
1842 FMC PUT FMC CORP Basic Materials 386,100.0 $4.4M 0.01% -38K -8.9% $11.50 -2.9%
1843 NOMD NOMAD FOODS LTD Consumer Defensive 404,970.0 $4.4M 0.01% +316K +353.2% $10.95 +8.6%
1844 QBTS PUT D-WAVE QUANTUM INC Technology 184,800.0 $4.4M 0.01% -44K -19.3% $23.99 -19.3%
1845 PNC PUT PNC FINL SVCS GROUP INC Financial Services 18,000.0 $4.4M 0.01% +300.0 +1.7% $246.22 -0.9%
1846 TRMK TRUSTMARK CORP Financial Services 95,945.0 $4.4M 0.01% NEW $46.01 +0.2%
1847 WGS PUT GENEDX HOLDINGS CORP Healthcare 64,200.0 $4.4M 0.01% NEW $68.65 +27.3%
1848 UBER UBER TECHNOLOGIES INC Technology 61,026.0 $4.4M 0.01% -43K -41.2% $72.16 +11.3%
1849 MSI CALL MOTOROLA SOLUTIONS INC Technology 10,600.0 $4.4M 0.01% +9K +430.0% $415.29 +16.9%
1850 SO PUT SOUTHERN CO Utilities 45,900.0 $4.4M 0.01% -11K -19.1% $95.71 -6.0%
1851 OKEANIS ECO TANKERS COR 87,559.0 $4.4M 0.01% -44K -33.2% $50.12
1852 FUTU CALL FUTU HLDGS LTD Financial Services 46,800.0 $4.4M 0.01% -39K -45.3% $93.74 +34.0%
1853 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 117,217.0 $4.4M 0.01% -3.1M -96.4% $37.21 +10.8%
1854 BCPC BALCHEM CORP Basic Materials 25,803.0 $4.4M 0.01% -67K -72.1% $168.95 +6.2%
1855 PUT DAVE INC 11,700.0 $4.4M 0.01% +200.0 +1.7% $372.59
1856 SHW SHERWIN WILLIAMS CO Basic Materials 12,658.0 $4.4M 0.01% -44K -77.8% $344.32 +1.8%
1857 FLGT FULGENT GENETICS INC Healthcare 211,708.0 $4.3M 0.01% NEW $20.52 -2.8%
1858 TMUS PUT T-MOBILE US INC Communication Services 25,900.0 $4.3M 0.01% -74K -74.0% $167.73 +8.3%
1859 OSCR CALL OSCAR HEALTH INC Healthcare 152,000.0 $4.3M 0.01% -150K -49.8% $28.52 +8.5%
1860 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 171,600.0 $4.3M 0.01% +70K +69.7% $25.26 +2.1%
Page 93 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%