What funds bought in Q2 2026

What Steve Cohen bought in Q2 2026

Data last updated August 14, 2026.

Buys, sells, and new positions for the quarter ended June 30, 2026. Figures are the filers' own 13F values. 1 of these managers have both this quarter and the prior quarter stored locally. Filings are due by August 14, 2026.

Point72 holdings

Top buys

TickerCompanyChangeValue change
SNOWSNOWFLAKE INCBuy$699.5M
STXSEAGATE TECHNOLOGY HLDNGS PLBuy$580.1M
MKSIMKS INC.Buy$518.1M
KDPKEURIG DR PEPPER INCBuy$430.7M
JNJJOHNSON & JOHNSONBuy$425.5M
TXNTEXAS INSTRS INCNew$410.5M
SPYSTATE STR SPDR S&P 500 ETF TBuy$367.4M
PGPROCTER & GAMBLE COBuy$330.6M
ORCLORACLE CORPBuy$325.7M
IWMISHARES TRBuy$320.2M
MUMICRON TECHNOLOGY INCBuy$294.9M
SPYSTATE STR SPDR S&P 500 ETF TBuy$268.0M

Top sells

TickerCompanyChangeValue change
NVDANVIDIA CORPORATIONSell$1.2B
QQQINVESCO QQQ TRSell$562.2M
TERTERADYNE INCSell$455.4M
AVGOBROADCOM INCSell$314.8M
—PARKER-HANNIFIN CORPSold out$244.3M
—ROSS STORES INCSold out$237.9M
ADIANALOG DEVICES INCSell$229.6M
DHRDANAHER CORP DELSell$229.4M
ISRGINTUITIVE SURGICAL INCSell$226.2M
BSXBOSTON SCIENTIFIC CORPSell$215.8M
METAMETA PLATFORMS INCSell$199.8M
EQIXEQUINIX INCSell$195.5M

New positions

TickerCompanyChangeValue change
TXNTEXAS INSTRS INCNew$410.5M
—CARNIVAL CORP LTDNew$264.4M
ATOATMOS ENERGY CORPNew$234.5M
FLEXFLEX LTDNew$207.3M
CVSCVS HEALTH CORPNew$202.9M
LNGCHENIERE ENERGY INCNew$202.2M
PINSPINTEREST INCNew$197.5M
BUDANHEUSER BUSCH INBEV SA NVNew$191.9M
FDXFFEDEX FGHT HLDG CO INCNew$181.1M
—INNIO NVNew$178.3M
MCDMCDONALDS CORPNew$174.4M
ONON SEMICONDUCTOR CORPNew$151.8M