Steven Cohen (Point72)

Point72

Steven Cohen (Point72) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Steven Cohen (Point72) portfolio page tracks Point72 holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Point72 owns and how disclosed positions change over time. Steven Cohen (Point72)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Microsoft Corp (MSFT), Meta Platforms, Inc. - Class A Common Stock (META), Applied Materials, Inc. - Common Stock (AMAT), Coherent Corp (COHR), and NVIDIA Corporation - Common Stock (NVDA). Investors use Point72 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Portfolio Moves

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Microsoft CorpMSFT$267M720.1k sharesTrimQ1 2026 13F$806M$418.44$411.74
Meta Platforms, Inc. - Class A Common StockMETA$677M1.2M sharesAddQ1 2026 13F$473M$640.86$585.39
Applied Materials, Inc. - Common StockAMAT$643M1.9M sharesAddQ1 2026 13F$466M$336.38$492.17
Coherent CorpCOHR$161M675.1k sharesTrimQ1 2026 13F$460M$247.58$401.93
NVIDIA Corporation - Common StockNVDA$1.5B8.6M sharesTrimQ1 2026 13F$455M$183.46$208.64

Portfolio Move History

CompanyPortfolio ValuePortfolio ChangePosition ChangeAvg Buy PriceCurrent Price
Arista Networks, Inc. Common StockANET$1.1B8.8M sharesOtherQ4 2025 13F$1.1B$139.03$156.40
Credo Technology Group Holding LtdCRDO$891M6.2M sharesOtherQ4 2025 13F$891M$138.57$221.23
Credo Technology Group Holding LtdCRDO$891M6.2M sharesExitQ4 2025 13F$689M$138.57$221.23
Amazon.com, Inc. - Common StockAMZN$1.4B5.9M sharesAddQ4 2025 13F$629M$228.79$245.22
Coherent CorpCOHR$621M3.4M sharesOtherQ4 2025 13F$621M$146.03$401.93
Meta Platforms, Inc. - Class A Common StockMETA$204M309.8k sharesTrimQ4 2025 13F$475M$667.77$585.39
NVIDIA Corporation - Common StockNVDA$2.0B10.5M sharesAddQ4 2025 13F$472M$186.14$208.64
Microsoft CorpMSFT$1.1B2.2M sharesTrimQ4 2025 13F$443M$501.12$411.74
Coherent CorpCOHR$621M3.4M sharesExitQ4 2025 13F$422M$146.03$401.93
Cisco Systems IncCSCO$312M4.1M sharesAddQ4 2025 13F$308M$70.89$124.15
Credo Technology Group Holding LtdCRDO$891M6.2M sharesAddQ4 2025 13F$201M$138.57$221.23
Coherent CorpCOHR$621M3.4M sharesAddQ4 2025 13F$199M$146.03$401.93
Eli Lilly and Company Common StockLLY$198M183.8k sharesAddQ4 2025 13F$184M$956.19$1,149.15
iShares Silver TrustSLV$164M2.5M sharesOtherQ4 2025 13F$164M$54.37$67.50
MasTec, Inc. Common StockMTZ$157M721.8k sharesOtherQ4 2025 13F$157M$213.96$387.52
SPDR Select Sector Fund - Health CareXLV$145M935.5k sharesOtherQ4 2025 13F$145M$153.79$148.79
MasTec, Inc. Common StockMTZ$157M721.8k sharesExitQ4 2025 13F$140M$213.96$387.52
Iron Mountain IncIRM$66M799.5k sharesExitQ4 2025 13F$132M$78.86$127.01
SPDR Select Sector Fund - Health CareXLV$145M935.5k sharesAddQ4 2025 13F$131M$153.79$148.79
Coca-Cola Company (The) Common StockKO$204M2.9M sharesAddQ4 2025 13F$127M$69.71$79.54
SPDR Select Sector Fund - UtilitiesXLU$127M3M sharesOtherQ4 2025 13F$127M$42.76$45.14
SUPER MICRO COMPUTER INCSMCI$117M4M sharesOtherQ4 2025 13F$117M$33.73$38.19
Arista Networks, Inc. Common StockANET$1.1B8.8M sharesTrimQ4 2025 13F$115M$139.03$156.40
Goldman Sachs Group, Inc. (The) Common StockGS$116M132.2k sharesAddQ4 2025 13F$115M$836.83$1,045.00
SPDR Select Sector Fund - UtilitiesXLU$127M3M sharesAddQ4 2025 13F$109M$42.76$45.14
Primo Brands Corporation Class A Common StockPRMB$104M6.3M sharesOtherQ4 2025 13F$104M$16.25$24.52
Primo Brands Corporation Class A Common StockPRMB$104M6.3M sharesExitQ4 2025 13F$97M$16.25$24.52
Capital One Financial Corporation Common StockCOF$294M1.2M sharesAddQ4 2025 13F$87M$231.43$180.39
Lam Research Corporation - Common StockLRCX$80M465.6k sharesAddQ4 2025 13F$73M$175.87$324.45
Home Depot, Inc. (The) Common StockHD$335M972.6k sharesAddQ4 2025 13F$72M$363.99$309.71
Intuitive Surgical, Inc. - Common StockISRG$365M645.3k sharesAddQ4 2025 13F$70M$521.04$418.61
Dell Technologies Inc.DELL$70M556k sharesAddQ4 2025 13F$68M$136.76$400.52
Iron Mountain IncIRM$66M799.5k sharesOtherQ4 2025 13F$66M$78.86$127.01
Hilton Worldwide Holdings Inc. Common StockHLT$69M238.8k sharesAddQ4 2025 13F$66M$292.36$340.63