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Holders — by stockHoldings — by fund

Point72 Asset Management, L.P.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1603466

$90.68B

disclosed book value

2,452

positions

1.8%

largest position share

Positions, as of 2026-06-30

top 100 of 2,452 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CREDO TECHNOLOGY GROUP HOLDI6.2M$1.67B1.8%
2SPYSTATE STR SPDR S&P 500 ETF TPUT1.6M$1.16B1.3%
3ASML HLDG NV554,661$1.10B1.2%
4SPYSTATE STR SPDR S&P 500 ETF TCALL1.4M$1.07B1.2%
5AMZNAMAZON COM INC4.4M$1.06B1.2%
6MKSIMKS INC.2.0M$888.2M1%
7ANETARISTA NETWORKS INC5.1M$873.1M1%
8SEAGATE TECHNOLOGY HLDNGS PL822,914$794.1M0.9%
9AMDADVANCED MICRO DEVICES INC1.3M$771.7M0.9%
10TSMTAIWAN SEMICONDUCTOR MANUFAC1.6M$766.0M0.8%
11SNOWSNOWFLAKE INC2.8M$716.1M0.8%
12PGPROCTER & GAMBLE CO4.3M$633.9M0.7%
13RTXRTX CORPORATION3.3M$625.7M0.7%
14COFCAPITAL ONE FINL CORP2.5M$507.4M0.6%
15ORCLORACLE CORP3.4M$499.8M0.6%
16JNJJOHNSON & JOHNSONPUT1.9M$483.8M0.5%
17MDLZMONDELEZ INTL INC8.2M$475.2M0.5%
18KDPKEURIG DR PEPPER INC13.9M$456.5M0.5%
19AMATAPPLIED MATLS INC599,984$433.8M0.5%
20IWMISHARES TRPUT1.4M$427.0M0.5%
21TXNTEXAS INSTRS INC1.4M$410.5M0.5%
22CPNGCOUPANG INC22.4M$389.2M0.4%
23HDHOME DEPOT INC1.1M$388.6M0.4%
24SPOTIFY TECHNOLOGY S A845,042$388.0M0.4%
25AVGOBROADCOM INC1.0M$386.6M0.4%
26MUMICRON TECHNOLOGY INCPUT329,700$380.6M0.4%
27ONTOONTO INNOVATION INC972,161$367.9M0.4%
28MUMICRON TECHNOLOGY INC311,683$359.8M0.4%
29FIXCOMFORT SYS USA INC179,727$356.2M0.4%
30UNHUNITEDHEALTH GROUP INC830,855$345.3M0.4%
31STZCONSTELLATION BRANDS INC2.5M$342.6M0.4%
32XYZBLOCK INC4.5M$339.7M0.4%
33AMER SPORTS INC9.7M$329.0M0.4%
34EQIXEQUINIX INC315,371$328.7M0.4%
35METAMETA PLATFORMS INC567,833$319.9M0.4%
36AKAMAKAMAI TECHNOLOGIES INC2.6M$304.5M0.3%
37PPLPPL CORP8.4M$303.7M0.3%
38PGPROCTER & GAMBLE COCALL2.0M$300.6M0.3%
39SESEA LTD3.0M$289.6M0.3%
40INTCINTEL CORP2.0M$282.7M0.3%
41VVISA INC812,942$278.9M0.3%
42VSHVISHAY INTERTECHNOLOGY INC5.0M$267.6M0.3%
43CARNIVAL CORP LTD9.3M$264.4M0.3%
44MUMICRON TECHNOLOGY INCCALL222,500$256.8M0.3%
45UNPUNION PAC CORP931,024$253.2M0.3%
46OKTAOKTA INC1.9M$252.7M0.3%
47OXYOCCIDENTAL PETE CORP5.2M$252.3M0.3%
48UALUNITED AIRLS HLDGS INC1.8M$245.2M0.3%
49ATIATI INC1.2M$244.5M0.3%
50AEEAMEREN CORP2.1M$241.9M0.3%
51MAMASTERCARD INCORPORATED463,955$238.3M0.3%
52VSTVISTRA CORP1.5M$234.5M0.3%
53ATOATMOS ENERGY CORP1.4M$234.5M0.3%
54STMSTMICROELECTRONICS N V3.1M$232.5M0.3%
55LSCCLATTICE SEMICONDUCTOR CORP1.5M$228.2M0.3%
56SGISOMNIGROUP INTERNATIONAL INC2.9M$225.7M0.2%
57TERTERADYNE INC458,710$221.9M0.2%
58AEPAMERICAN ELEC PWR CO INC1.6M$221.2M0.2%
59CRH PLC2.0M$219.3M0.2%
60AMKRAMKOR TECHNOLOGY INC2.5M$213.6M0.2%
61WEC 4.375 06/01/27WEC ENERGY GROUP INC174.8M$211.6M0.2%
62YUMYUM BRANDS INC1.3M$209.4M0.2%
63FLEX LTD1.3M$207.3M0.2%
64TPRTAPESTRY INC1.4M$206.7M0.2%
65XLFSELECT SECTOR SPDR TRCALL3.8M$206.4M0.2%
66AVGOBROADCOM INCCALL545,900$206.2M0.2%
67FWONKLIBERTY MEDIA CORP DEL2.2M$205.9M0.2%
68IEXIDEX CORP905,936$205.6M0.2%
69CVSCVS HEALTH CORP2.0M$202.9M0.2%
70JBLJABIL INC525,810$202.7M0.2%
71LNGCHENIERE ENERGY INC846,149$202.2M0.2%
72TSLATESLA INCPUT473,300$199.1M0.2%
73INTCINTEL CORPCALL1.4M$197.5M0.2%
74PINSPINTEREST INC9.4M$197.5M0.2%
75UUNITY SOFTWARE INC6.8M$194.5M0.2%
76ORLYOREILLY AUTOMOTIVE INC2.1M$193.6M0.2%
77OCOWENS CORNING NEW1.2M$193.5M0.2%
78BUDANHEUSER BUSCH INBEV SA NV2.3M$191.9M0.2%
79NWSANEWS CORP NEW7.6M$189.3M0.2%
80WMBWILLIAMS COS INC2.5M$188.0M0.2%
81TMUST-MOBILE US INC1.1M$187.0M0.2%
82AZOAUTOZONE INC58,104$185.7M0.2%
83CGNXCOGNEX CORP2.5M$183.4M0.2%
84GILDGILEAD SCIENCES INC1.4M$181.6M0.2%
85ETRENTERGY CORP NEW1.6M$181.4M0.2%
86FEDEX FGHT HLDG CO INC1.2M$181.1M0.2%
87KLICKULICKE & SOFFA INDS INC1.3M$179.6M0.2%
88BACBANK OF AMER CORP3.1M$179.1M0.2%
89INNIO NV4.5M$178.3M0.2%
90GDGENERAL DYNAMICS CORP499,224$176.8M0.2%
91PNCPNC FINL SVCS GROUP INC713,705$175.7M0.2%
92HASHASBRO INC2.1M$174.6M0.2%
93MCDMCDONALDS CORP645,216$174.4M0.2%
94IWMISHARES TRCALL579,300$174.1M0.2%
95CORZWCORE SCIENTIFIC INC NEW9.2M$173.9M0.2%
96BLKBLACKROCK INC179,471$172.6M0.2%
97PANWPALO ALTO NETWORKS INCPUT505,320$172.3M0.2%
98NRGNRG ENERGY INC1.2M$171.9M0.2%
99CORCENCORA INC604,746$171.1M0.2%
100KOCOCA COLA COCALL2.1M$168.1M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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