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Point72 Asset Management, L.P.

STAMFORD, CT · CIK 0001603466

Portfolio Value: $25.06B
Positions: 845
Period: 2018-06-30
Filed: 2018-08-14

Portfolio Value

$25.06B

Positions

845

New

116

Increased

446

Decreased

271

Sold Out

1567

Point72 Asset Management, L.P. Q2 2018 13F Filing Summary

Point72 Asset Management, L.P. (STAMFORD, CT) reported a portfolio value of $25.06B across 845 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). Top holdings include GOOGL ($627.37M), AMZN ($566.94M), BABA ($549.59M). The top 10 positions account for 16.5% of the portfolio. This quarter saw 116 new positions, 446 increases, 271 reductions, 1567 complete exits. Notable new buys: PNC ($74.96M), QQQ ($59.05M), OLO ($55.12M). Notable exits: AIPG, TWXCHF, AGEN.

All Holdings

#StockValueWeightChange
1
GOOGLALPHABET INC
CAP STK CL A
$627.37M
2.50%
+533.9%
2
AMZNAMAZON COM INC
COM
$566.94M
2.26%
+94.4%
3
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$549.59M
2.19%
+1.9%
4
SPYSPDR S&P 500 ETF TR
TR UNIT
$414.25M
1.65%
-30.7%
5
MPCMARATHON PETE CORP
COM
$395.54M
1.58%
+0.0%
6
IWMISHARES TR
RUSSELL 2000 ETF
$348.29M
1.39%
+143.1%
7
FOXATWENTY FIRST CENTY FOX INC
CL A
$341.87M
1.36%
+358.7%
8
CMCSACOMCAST CORP NEW
CL A
$335.33M
1.34%
+648.0%
9
PARPARSLEY ENERGY INC
CL A
$279.24M
1.11%
+207.3%
10
CZRCAESARS ENTMT CORP
COM
$268.77M
1.07%
+190.0%
11
EAELECTRONIC ARTS INC
COM
$255.60M
1.02%
-42.7%
12
TAT&T INC
COM
$252.04M
1.01%
+106.3%
13
HLTHILTON WORLDWIDE HLDGS INC
COM
$248.99M
0.99%
+406.9%
14
ENCANA CORP
COM
$230.43M
0.92%
+124.8%
15
STZCONSTELLATION BRANDS INC
CL A
$225.08M
0.90%
-37.5%
16
ATIINTERNATIONAL GAME TECHNOLOG
SHS USD
$224.64M
0.90%
+12.6%
17
GILDGILEAD SCIENCES INC
COM
$224.62M
0.90%
+3.0%
18
TTWOTAKE-TWO INTERACTIVE SOFTWAR
COM
$219.01M
0.87%
+45.1%
19
PAGSPAGSEGURO DIGITAL LTD
COM CL A
$218.47M
0.87%
+273.1%
20
NBISYANDEX N V
SHS CLASS A
$216.73M
0.86%
+1329.6%
21
FDCFIRST DATA CORP NEW
COM CL A
$216.09M
0.86%
-11.9%
22
BIDUBAIDU INC
SPON ADR REP A
$213.62M
0.85%
+798.5%
23
RRRRED ROCK RESORTS INC
CL A
$200.87M
0.80%
-10.6%
24
CXOEURCONCHO RES INC
COM
$195.65M
0.78%
+152.8%
25
THCHSOUTHWEST AIRLS CO
COM
$193.62M
0.77%
+309.0%
26
BMYBRISTOL MYERS SQUIBB CO
COM
$189.09M
0.75%
+4455.9%
27
VVISA INC
COM CL A
$186.84M
0.75%
-30.6%
28
UPSUNITED PARCEL SERVICE INC
CL B
$182.70M
0.73%
+863.4%
29
BUNGE LIMITED
COM
$170.64M
0.68%
+163.8%
30
DVNDEVON ENERGY CORP NEW
COM
$162.62M
0.65%
+903.3%
31
SYKSTRYKER CORP
COM
$160.68M
0.64%
+1061.0%
32
UNHUNITED TECHNOLOGIES CORP
COM
$156.34M
0.62%
+2.0%
33
COTT CORP QUE
COM
$148.07M
0.59%
-4.3%
34
ZAYO GROUP HLDGS INC
COM
$143.19M
0.57%
+24.5%
35
ETENERGY TRANSFER PARTNERS LP
UNIT LTD PRT INT
$142.36M
0.57%
+50.1%
36
DXCDXC TECHNOLOGY CO
COM
$136.02M
0.54%
+1424.2%
37
NOCNORTHROP GRUMMAN CORP
COM
$135.13M
0.54%
+1187.9%
38
MSFTMICROSOFT CORP
COM
$134.59M
0.54%
+139.6%
39
ALNYALNYLAM PHARMACEUTICALS INC
COM
$133.59M
0.53%
+49.4%
40
DISDISNEY WALT CO
COM DISNEY
$128.91M
0.51%
-19.9%
41
DKDELEK US HLDGS INC NEW
COM
$128.41M
0.51%
+41.3%
42
HALHALLIBURTON CO
COM
$121.10M
0.48%
+121.7%
43
ADMARCHER DANIELS MIDLAND CO
COM
$118.59M
0.47%
-14.3%
44
DXCMDEXCOM INC
COM
$116.38M
0.46%
+25.1%
45
NSCNORFOLK SOUTHERN CORP
COM
$109.50M
0.44%
+57.9%
46
CVXCHEVRON CORP NEW
COM
$108.93M
0.43%
+327.8%
47
HOLXHOLOGIC INC
COM
$107.71M
0.43%
+502.1%
48
MUMICRON TECHNOLOGY INC
COM
$106.33M
0.42%
+632.0%
49
OMCOMNICOM GROUP INC
COM
$106.02M
0.42%
+363.3%
50
PYPLPAYPAL HLDGS INC
COM
$105.83M
0.42%
-49.7%
Showing 1-50 of 845

Position Changes

StockValueShares
PNCPNC FINL SVCS GROUP INC
$74.96M554,863
QQQINVESCO QQQ TR
$59.05M344,000
OLOLOXO ONCOLOGY INC
$55.12M317,700
AMDADVANCED MICRO DEVICES INC
$46.53M3,104,150
EVRGEVERGY INC
$45.04M802,088
FBPREPUBLIC FIRST BANCORP INC
$44.01M5,606,001
SPOTSPOTIFY TECHNOLOGY S A
$40.00M237,748
AVGOBROADCOM INC
$36.98M152,426
CABOCABLE ONE INC
$36.66M50,000
RACEFERRARI N V
$33.05M244,800
TPGTPG PACE ENERGY HLDGS CORP
$28.81M2,650,000
TERTERADYNE INC
$28.23M741,463
TNDMTANDEM DIABETES CARE INC
$27.30M1,239,600
CHECHEMED CORP NEW
$24.59M76,400
COVIA HLDGS CORP
$24.26M1,307,264
IMMUNOGEN INC
$20.00M2,055,933
THCHHEALTHCARE SVCS GRP INC
$18.15M420,234
ESEVERSOURCE ENERGY
$16.02M273,400
CASA SYS INC
$15.56M953,057
MTNVAIL RESORTS INC
$15.46M56,391
BJBJS WHSL CLUB HLDGS INC
$13.01M550,000
AYXEURALTERYX INC
$12.65M331,483
GREENSKY INC
$11.82M558,862
CUTERA INC
$11.80M292,900
NUMANULIFE FINL CORP
$11.68M650,000
SESEA LTD
$11.67M777,780
THCHMAGELLAN HEALTH INC
$8.46M88,187
BVBRIGHTVIEW HLDGS INC
$8.27M376,825
ATIHEALTH INS INNOVATIONS INC
$7.76M239,850
BCOBRINKS CO
$7.64M95,801
PCCYFPETROCHINA CO LTD
$7.63M100,000
GLMDGALMED PHARMACEUTICALS LTD
$7.45M626,000
LCIILCI INDS
$7.18M79,600
AIPGALTAIR ENGR INC
$7.17M209,900
CATALYST BIOSCIENCES INC
$7.01M600,350
REATA PHARMACEUTICALS INC
$6.96M199,094
PAMPAMPA ENERGIA S A
$6.71M187,700
CORTCORCEPT THERAPEUTICS INC
$6.29M400,000
NVTNVENT ELECTRIC PLC
$5.89M234,500
CALYXT INC
$5.60M300,000
EQHAXA EQUITABLE HLDGS INC
$5.51M267,500
JEFJEFFERIES FINL GROUP INC
$5.29M232,600
PRSPPERSPECTA INC
$5.20M252,800
OCEAN RIG UDW INC
$5.04M171,085
CNNECANNAE HLDGS INC
$4.42M238,400
MDBMONGODB INC
$4.32M87,000
MEDMEDIFAST INC
$4.20M26,200
THCHEIDOS THERAPEUTICS INC
$4.10M201,780
BEKEBRASKEM S A
$3.90M150,000
FCNFTI CONSULTING INC
$3.83M63,300
CTMXCYTOMX THERAPEUTICS INC
$3.62M158,171
ESNTESSENTIAL PPTYS RLTY TR INC
$3.38M250,000
QUOTIENT LTD
$3.18M395,900
VSATVIASAT INC
$3.09M47,000
EL PASO ELEC CO
$2.83M47,800
CDNACAREDX INC
$2.45M200,000
CLSDQCLEARSIDE BIOMEDICAL INC
$2.14M200,000
CEPUCENTRAL PUERTO S A
$2.11M213,000
SESEN BIO INC
$1.80M925,000
TEFOFTELEFONICA S A
$1.73M202,753
SYRSSYROS PHARMACEUTICALS INC
$1.70M166,796
CARGCARGURUS INC
$1.69M48,600
DLXDELUXE CORP
$1.62M24,523
CHGGCHEGG INC
$1.50M54,063
AMDADVANCED MICRO DEVICES INC
$1.49M750,000
ZYMEZYMEWORKS INC
$1.48M100,000
NVMIONCONOVA THERAPEUTICS INC
$1.46M3,600,000
INVHINVITATION HOMES INC
$1.43M62,000
IIIVI3 VERTICALS INC
$1.43M93,900
DOMODOMO INC
$1.36M50,000
OLOCHINA BIOLOGIC PRODS HLDGS I
$1.28M12,900
AZULQAZUL S A
$1.23M75,000
ALRMALARM COM HLDGS INC
$1.04M25,800
INFNEURINFINERA CORPORATION
$1.04M104,515
AXONAXON ENTERPRISE INC
$1.03M16,300
ADTADT INC
$1.02M118,100
HLFHERBALIFE NUTRITION LTD
$988.00K18,400
IQVIQVIA HLDGS INC
$829.00K8,300
ASURASURE SOFTWARE INC
$798.00K50,000
STIMNEURONETICS INC
$798.00K30,000
TBBKGREEN BANCORP INC
$776.00K35,927
SDSANDRIDGE ENERGY INC
$763.00K43,000
SOHUSOHU COM LTD
$746.00K21,000
TNYZFAPTINYX INC
$725.00K30,000
NVECINVESTMENT TECHNOLOGY GRP NE
$692.00K33,100
EVEREVERQUOTE INC
$634.00K35,000
CDWCDW CORP
$590.00K7,300
NMIHNMI HLDGS INC
$515.00K31,600
OXMOXFORD INDS INC
$481.00K5,800
PLURALSIGHT INC
$449.00K18,371
FNDFLOOR & DECOR HLDGS INC
$424.00K8,600
FORTY SEVEN INC
$400.00K25,000
WHWYNDHAM HOTELS & RESORTS INC
$363.00K6,172
EVO PMTS INC
$362.00K17,600
DAYCERIDIAN HCM HLDG INC
$332.00K10,000
RISE ED CAYMAN LTD
$328.00K23,217
THCHOMEGA HEALTHCARE INVS INC
$290.00K9,350
POLARITYTE INC
$256.00K10,896
MGTXMEIRAGTX HOLDINGS PLC
$229.00K20,000
SNBRSLEEP NUMBER CORP
$226.00K7,800
FIBROCELL SCIENCE INC
$216.00K80,000
ECORELECTROCORE INC
$206.00K12,500
SRRKSCHOLAR ROCK HLDG CORP
$151.00K9,700
ELECTRO SCIENTIFIC INDS
$148.00K9,361
ATINATIONAL INSTRS CORP
$147.00K3,500
APGTRIANGLE CAP CORP
$127.00K11,053
AIPGBANK HAWAII CORP
$125.00K1,500
THCHBANK OF THE OZARKS
$122.00K2,700
OSURORASURE TECHNOLOGIES INC
$122.00K7,400
TRONPLANTRONICS INC NEW
$122.00K1,600
PAYCPAYCOM SOFTWARE INC
$119.00K1,200
THCHMAGENTA THERAPEUTICS INC
$109.00K8,100
XELAEXELA TECHNOLOGIES INC
$95.00K20,000
XERIS PHARMACEUTICALS INC
$95.00K5,000
KNSAKINIKSA PHARMACEUTICALS LTD
$87.00K5,000
PSOPEARSON PLC
$22.00K1,854