Institutions / Point72 Asset Management, L.P.

Point72 Asset Management, L.P.

CIK 1603466 · Institution · as of Dec 31, 2025
Portfolio value
$63.78B
Positions
2,117
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 2,117 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$1.86B9,987,2502.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.42B4,664,6322.2%
Amazon.com Inc$1.21B5,254,2211.9%
Microsoft Corp$1.01B2,081,5041.6%
Arista Networks, Inc.ANETCommon Stock$990.60M7,560,1171.6%
Broadcom Inc.$988.63M2,856,4761.6%
Credo Technology Group Holding Ltd$800.41M5,562,6561.3%
Asml Holding N V$632.11M590,8321.0%
Sea Ltd$625.49M4,903,0741.0%
Coherent Corp$616.27M3,338,9351.0%
Equinix Inc$590.88M771,2200.9%
Spotify Technology S a$563.85M970,9590.9%
Teradyne, Inc$545.18M2,816,5710.9%
Biogen Inc.$495.09M2,813,1920.8%
Danaher Corp /De$387.51M1,692,7840.6%
Pepsico Inc$338.25M2,356,8110.5%
TransDigm Group Inc.$336.16M252,7810.5%
Akamai Technologies Inc$331.30M3,797,1430.5%
Intuitive Surgical Inc$330.09M582,8190.5%
Abivax SA$324.89M2,409,1540.5%
AT&T Inc.$323.94M13,040,8860.5%
Home Depot, Inc.$320.70M931,9940.5%
Atlassian Corporation$313.53M1,933,6880.5%
Autodesk, Inc.$311.44M1,052,1410.5%
Cisco Systems, Inc.$304.02M3,946,7820.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.