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Point72 (DIFC) Ltd

SEC CIK
0002017863
Latest filing
Nov 14, 2025

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
900
−30 vs. Q2 2025
Portfolio value
$1.44B
+$182.6M (+14.6%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Point72 (DIFC) Ltd in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock81,395$59.8M4.2%+60,095+282.1%AddedHistory
MSFTMicrosoft CorpStock112,573$58.3M4.1%+82,073+269.1%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR189,186$52.8M3.7%+103,445+120.6%AddedHistory
BSXBoston Scientific CorpStock408,664$39.9M2.8%+262,364+179.3%AddedHistory
AMZNAmazon Com IncStock147,101$32.3M2.2%+63,917+76.8%AddedHistory
EWEdwards Lifesciences CorpStock386,867$30.1M2.1%+887+0.2%AddedHistory
ITGRInteger Holdings CorpCOM278,859$28.8M2.0%+101,239+57.0%AddedHistory
VVisa Inc.Stock76,800$26.2M1.8%+76,800NewHistory
AMATApplied Materials IncStock126,181$25.8M1.8%+126,181NewHistory
MCKMcKesson CorpStock31,200$24.1M1.7%+10,400+50.0%AddedHistory
COFCapital One Financial CorpStock110,527$23.5M1.6%+24,634+28.7%AddedHistory
NTRANatera, Inc.COM135,143$21.8M1.5%+133,456+7,910.8%AddedHistory
SHCSotera Health CoCOM1,360,674$21.4M1.5%−365,602−21.2%ReducedHistory
DXCMDexcom IncCOM312,430$21.0M1.5%+147,230+89.1%AddedHistory
CMCSAComcast CorpStock665,750$20.9M1.5%+539,092+425.6%AddedHistory
TAT&T Inc.Stock723,766$20.4M1.4%+723,766NewHistory
KKRKKR & Co. Inc.COM153,437$19.9M1.4%+61,318+66.6%AddedHistory
CAICaris Life Sciences, Inc.COM654,792$19.8M1.4%+600,650+1,109.4%AddedHistory
SPGIS&P Global Inc.Stock36,192$17.6M1.2%+36,192NewHistory
CDWCDW CorpCOM109,551$17.4M1.2%+109,551NewHistory
WDCWestern Digital CorpCOM143,436$17.2M1.2%+72,833+103.2%AddedHistory
FICOFair Isaac CorpCOM11,294$16.9M1.2%+11,195+11,308.1%AddedHistory
WMTWalmart Inc.Stock154,878$16.0M1.1%+62,126+67.0%AddedHistory
SYKStryker CorpStock42,532$15.7M1.1%+42,532NewHistory
RGENRepligen CorpCOM109,658$14.7M1.0%+104,155+1,892.7%AddedHistory
BBDBank BradescoSP ADR PFD NEW4,313,538$14.6M1.0%−1,807,690−29.5%ReducedHistory
COOCooper Companies, Inc.COM205,545$14.1M1.0%+45,648+28.5%AddedHistory
AMTAmerican Tower CorpREIT71,949$13.8M1.0%+70,518+4,927.9%AddedHistory
CRHCRH Public Ltd CoORD114,810$13.8M1.0%−97,315−45.9%ReducedHistory
DASHDoorDash, Inc.Stock50,203$13.7M1.0%+50,203NewHistory
TRUTransUnionCOM159,521$13.4M0.9%+159,521NewHistory
ARESAres Management CorpCL A COM STK82,106$13.1M0.9%+57,506+233.8%AddedHistory
BKNGBooking Holdings Inc.Stock2,380$12.9M0.9%+2,380NewHistory
TERTeradyne, IncStock93,000$12.8M0.9%+93,000NewHistory
INTUIntuit Inc.Stock18,349$12.5M0.9%+13,278+261.8%AddedHistory
CTASCintas CorpStock59,985$12.3M0.9%+59,985NewHistory
KDPKeurig Dr Pepper Inc.COM478,755$12.2M0.8%+430,984+902.2%AddedHistory
QDELQuidelOrtho CorpCOM401,642$11.8M0.8%+66,312+19.8%AddedHistory
ADSKAutodesk, Inc.COM36,280$11.5M0.8%+22,852+170.2%AddedHistory
CCICrown Castle Inc.REIT117,677$11.4M0.8%+117,677NewHistory
OPCHOption Care Health, Inc.COM NEW391,700$10.9M0.8%+160,361+69.3%AddedHistory
UBERUber Technologies, IncStock106,400$10.4M0.7%+106,400NewHistory
ADIAnalog Devices IncStock41,500$10.2M0.7%−101,687−71.0%ReducedHistory
DLRDigital Realty Trust, Inc.COM58,000$10.0M0.7%+58,000NewHistory
AVGOBroadcom Inc.Stock28,861$9.52M0.7%+28,861NewHistory
SCHWSchwab Charles CorpStock99,493$9.50M0.7%+45,215+83.3%AddedHistory
HONHoneywell International IncCOM44,884$9.45M0.7%+40,749+985.5%AddedHistory
KEYKeycorpCOM502,638$9.39M0.7%+502,638NewHistory
ATRCAtriCure, Inc.COM262,065$9.24M0.6%+262,065NewHistory
GOOGLAlphabet Inc.Stock36,643$8.91M0.6%−6,345−14.8%ReducedHistory
SIBNSI-BONE, Inc.COM584,620$8.61M0.6%+581,695+19,887.0%AddedHistory
ANETArista Networks, Inc.Stock58,908$8.58M0.6%+15,427+35.5%AddedHistory
STESTERIS plcSHS USD32,600$8.07M0.6%+30,524+1,470.3%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW34,666$7.79M0.5%+34,666NewHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A2,588,887$7.43M0.5%−1,130,615−30.4%ReducedHistory
GHGuardant Health, Inc.COM117,979$7.37M0.5%+117,979NewHistory
ROPRoper Technologies IncStock13,916$6.94M0.5%+13,916NewHistory
MCDMcDonalds CorpStock22,742$6.91M0.5%−17,464−43.4%ReducedHistory
LIVNLivaNova PLCSHS130,421$6.83M0.5%−55,264−29.8%ReducedHistory
DGXQuest Diagnostics IncCOM35,400$6.75M0.5%+35,400NewHistory
CLColgate Palmolive CoStock83,822$6.70M0.5%+83,822NewHistory
ORLYO Reilly Automotive IncStock60,098$6.48M0.5%+60,098NewHistory
LOGILogitech International S.A.SHS58,800$6.45M0.4%−111,369−65.4%ReducedHistory
RCIRogers Communications IncCL B185,500$6.39M0.4%+185,500NewHistory
NRGNRG Energy, Inc.Stock38,611$6.25M0.4%+5,350+16.1%AddedHistory
NDAQNasdaq, Inc.COM70,660$6.25M0.4%+49,732+237.6%AddedHistory
HPEHewlett Packard Enterprise CoCOM248,415$6.10M0.4%−76,809−23.6%ReducedHistory
INSMINSMED IncCOM PAR $.0141,785$6.02M0.4%+22,205+113.4%AddedHistory
PACBPacific Biosciences of California, Inc.COM4,270,137$5.47M0.4%+1,811,137+73.7%AddedHistory
ABBVAbbVie Inc.Stock23,416$5.42M0.4%−70,451−75.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW11,682$5.22M0.4%+2,348+25.2%AddedHistory
FIXComfort Systems USA IncCOM6,320$5.22M0.4%+6,320NewHistory
COHRCoherent Corp.COM46,900$5.05M0.4%+41,013+696.7%AddedHistory
ABNBAirbnb, Inc.Stock41,533$5.04M0.4%−23,521−36.2%ReducedHistory
UBSUBS Group AGStock121,900$5.00M0.3%+121,900NewHistory
FLEXFlex Ltd.Stock84,256$4.88M0.3%+84,256NewHistory
BMYBristol Myers Squibb CoStock107,251$4.84M0.3%+107,251NewHistory
EIXEdison InternationalStock80,818$4.47M0.3%+20,127+33.2%AddedHistory
AONAon plcCL A11,641$4.15M0.3%+11,641NewHistory
TEAMAtlassian CorpCL A23,815$3.80M0.3%+23,815NewHistory
PCGPG&E CorpStock249,554$3.76M0.3%−279,674−52.8%ReducedHistory
PATHUiPath, Inc.Stock276,983$3.71M0.3%+276,983NewHistory
MSTRStrategy IncStock11,452$3.69M0.3%+11,452NewHistory
COPConocoPhillipsStock38,985$3.69M0.3%+38,985NewHistory
TMUST-Mobile US, Inc.Stock15,134$3.62M0.3%+15,134NewHistory
KVUEKenvue Inc.Stock217,419$3.53M0.2%+217,419NewHistory
CRSCarpenter Technology CorpCOM14,316$3.52M0.2%+13,440+1,534.2%AddedHistory
XOMExxonMobil Holdings CorpCOM30,815$3.47M0.2%+30,815NewHistory
CZRCaesars Entertainment, Inc.COM124,499$3.36M0.2%+124,499NewHistory
DALDelta Air Lines, Inc.COM NEW58,844$3.34M0.2%+49,809+551.3%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM5,840$3.28M0.2%−2,558−30.5%ReducedHistory
VSTVistra Corp.Stock16,748$3.28M0.2%+12,553+299.2%AddedHistory
QSRRestaurant Brands International Inc.COM50,506$3.24M0.2%+50,506NewHistory
JNJJohnson & JohnsonStock16,985$3.15M0.2%+16,985NewHistory
UALUnited Airlines Holdings, Inc.COM32,155$3.10M0.2%+7,899+32.6%AddedHistory
WMBWilliams Companies, Inc.COM48,976$3.10M0.2%−176,581−78.3%ReducedHistory
DOVDOVER CorpCOM18,497$3.09M0.2%+3,581+24.0%AddedHistory
EQHEquitable Holdings, Inc.COM60,601$3.08M0.2%+60,601NewHistory
TELTE Connectivity plcStock13,599$2.99M0.2%−331−2.4%ReducedHistory
PEverpure, Inc.CL A34,828$2.92M0.2%+34,828NewHistory

Options (142)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

The largest 100 of 142 by value.

Option positions of Point72 (DIFC) Ltd in Q3 2025
SecurityClassPutsCalls
iShares Russell 2000 ETF464287655ETF$4.65M$11.1M
MUMicron Technology IncStock$14.2M$652.5K
UNHUnitedHealth Group IncStock$345.3K$4.97M
SPYSPDR S&P 500 ETF TrustETF$1.87M$2.40M
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1$510.1K$3.48M
LLYEli Lilly & CoStock–$3.13M
ABTAbbott LaboratoriesStock$2.06M$884.0K
BRK.BBerkshire Hathaway IncStock$201.1K$2.21M
FTNTFortinet, Inc.Stock$319.5K$2.03M
HCAHCA Healthcare, Inc.COM$895.0K$724.5K
WFCWells Fargo & CompanyStock–$1.52M
CSXCSX CorpStock$621.4K$841.6K
AAPLApple Inc.Stock$50.9K$1.27M
NFLXNetflix IncStock$1.20M$119.9K
AMGNAmgen IncStock$423.3K$818.4K
TMUST-Mobile US, Inc.Stock$598.5K$550.6K
PFEPfizer IncStock$1.04M$58.6K
IBMInternational Business Machines CorpStock$28.2K$987.6K
NUNu Holdings Ltd.ORD SHS CL A$457.9K$512.3K
XOMExxonMobil Holdings CorpCOM$180.4K$732.9K
APPAppLovin CorpCOM CL A$71.9K$790.4K
SLBSLB LimitedStock$278.4K$512.1K
TXNTexas Instruments IncStock$422.6K$349.1K
QCOMQualcomm IncStock$332.7K$432.5K
ABNBAirbnb, Inc.Stock$340.0K$376.4K
WMBWilliams Companies, Inc.COM$392.8K$310.4K
SPOTSpotify Technology S.A.Stock$139.6K$558.4K
JNJJohnson & JohnsonStock–$686.1K
INTCIntel CorpStock$187.9K$463.0K
DALDelta Air Lines, Inc.COM NEW$607.2K–
NUENucor CorpCOM$297.9K$270.9K
COINCoinbase Global, Inc.COM CL A$202.5K$270.0K
VRTXVertex Pharmaceuticals IncStock$195.8K$274.1K
MELIMercadolibre IncCOM$233.7K$233.7K
DVNDevon Energy CorpStock$392.7K$70.1K
DRIDarden Restaurants IncCOM$171.3K$285.5K
VLOValero Energy CorpStock$340.5K$102.2K
AZOAutoZone IncCOM$429.0K–
AMTAmerican Tower CorpREIT$96.2K$307.7K
LMTLockheed Martin CorpStock$149.8K$249.6K
ACNAccenture plcStock–$394.6K
TMOThermo Fisher Scientific Inc.Stock$291.0K$97.0K
MOAltria Group, Inc.Stock$185.0K$178.4K
NSCNorfolk Southern CorpStock$210.3K$120.2K
USBUS Bancorp DECOM NEW$164.3K$149.8K
STZConstellation Brands, Inc.Stock–$309.7K
NEENextera Energy IncStock$264.2K–
CVXChevron CorpStock–$264.0K
EQTEQT CorpStock$190.5K$54.4K
PMPhilip Morris International Inc.Stock$64.9K$178.4K
BKRBaker Hughes CoCL A$146.2K$73.1K
KHCKraft Heinz CoStock$70.3K$148.4K
BDXBecton Dickinson & CoStock$56.2K$149.7K
INTUIntuit Inc.Stock–$204.9K
PLTRPalantir Technologies Inc.Stock$91.2K$109.5K
JPMJPMorgan Chase & CoStock$31.5K$157.7K
UNPUnion Pacific CorpStock$94.5K$94.5K
ROSTRoss Stores, Inc.COM$106.7K$76.2K
FASTFastenal CoStock$107.9K$68.7K
CCJCameco CorpStock$159.3K–
DHRDanaher CorpStock$59.5K$99.1K
SYYSysco CorpStock$107.0K$49.4K
MRKMerck & Co., Inc.Stock–$151.1K
METAMeta Platforms, Inc.Stock–$146.9K
AXONAxon Enterprise, Inc.COM$71.8K$71.8K
ONOn Semiconductor CorpStock$59.2K$69.0K
TSCOTractor Supply CoCOM$73.9K$51.2K
METMetlife IncStock$49.4K$74.1K
GEVGE Vernova Inc.Stock$123.0K–
CCitigroup IncStock–$121.8K
ZTSZoetis Inc.Stock$29.3K$87.8K
CBChubb LtdStock$84.7K$28.2K
UPSUnited Parcel Service IncStock$108.6K–
CMCSAComcast CorpStock$78.5K$25.1K
CTASCintas CorpStock$82.1K$20.5K
FISFidelity National Information Services, Inc.Stock$19.8K$79.1K
MSTRStrategy IncStock$64.4K$32.2K
DLTRDollar Tree, Inc.COM–$94.4K
MMM3M CoStock$15.5K$77.6K
NOWServiceNow, Inc.Stock–$92.0K
ISRGIntuitive Surgical IncCOM NEW–$89.4K
TSLATesla, Inc.Stock$44.5K$44.5K
CICigna GroupStock$86.5K–
ETNEaton Corp plcStock–$74.8K
PYPLPayPal Holdings, Inc.Stock–$73.8K
ORealty Income CorpREIT$72.9K–
PRUPrudential Financial IncStock$41.5K$31.1K
NTAPNetApp, Inc.Stock$47.4K$23.7K
ABBVAbbVie Inc.Stock$23.2K$46.3K
AFLAflac IncStock$44.7K$22.3K
CEGConstellation Energy CorpStock$32.9K$32.9K
Invesco QQQ Trust Series I46090E103ETF–$60.0K
TGTTarget CorpStock–$53.8K
KKRKKR & Co. Inc.COM–$52.0K
KMBKimberly Clark CorpStock$12.4K$37.3K
BMYBristol Myers Squibb CoStock$31.6K$18.0K
GOOGLAlphabet Inc.Stock$48.6K–
MDTMedtronic plcStock$19.0K$28.6K
LNGCheniere Energy, Inc.COM NEW$47.0K–
TJXTJX Companies IncStock$43.4K–

Sold out since Q2 2025 (502)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 502 by value last quarter.

Positions of Point72 (DIFC) Ltd sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
NVDANVIDIA CorpStock192,438$30.4M2.4%History
GEGeneral Electric CoStock89,126$22.9M1.8%History
PMPhilip Morris International Inc.Stock120,940$22.0M1.8%History
TMOThermo Fisher Scientific Inc.Stock52,494$21.3M1.7%History
LRCXLam Research CorpStock218,100$21.2M1.7%History
ADBEAdobe Inc.Stock45,519$17.6M1.4%History
ZBHZimmer Biomet Holdings, Inc.Stock173,287$15.8M1.3%History
FDXFedEx CorpStock65,081$14.8M1.2%History
UPSUnited Parcel Service IncStock143,278$14.5M1.2%History
TECHBIO-TECHNE CorpCOM264,451$13.6M1.1%History
APHAmphenol CorpCL A133,455$13.2M1.1%History
MASIMasimo CorpCOM68,700$11.6M0.9%History
BRKRBruker CorpCOM276,257$11.4M0.9%History
DHRDanaher CorpStock56,945$11.2M0.9%History
CMECME Group Inc.COM40,091$11.0M0.9%History
WMWaste Management IncStock42,677$9.77M0.8%History
PGRProgressive CorpStock36,005$9.61M0.8%History
GRFSGrifols SASP ADR REP B NVT1,017,200$9.20M0.7%History
GMGeneral Motors CoCOM164,474$8.09M0.6%History
ARMArm Holdings PLCADR44,000$7.12M0.6%History
LOWLowes Companies IncStock27,887$6.19M0.5%History
MRSHMarsh & McLennan Companies, Inc.Stock26,406$5.77M0.5%History
CMICummins IncStock17,038$5.58M0.4%History
LMTLockheed Martin CorpStock11,709$5.42M0.4%History
CDNSCadence Design Systems IncStock17,232$5.31M0.4%History
HBANHuntington Bancshares IncCOM298,922$5.01M0.4%History
MAMastercard IncStock8,776$4.93M0.4%History
PGProcter & Gamble CoStock28,483$4.54M0.4%History
WRBYWarby Parker Inc.CL A COM205,800$4.51M0.4%History
GDDYGoDaddy Inc.CL A24,450$4.40M0.4%History
EQTEQT CorpStock74,436$4.34M0.3%History
IPGInterpublic Group of Companies, Inc.COM175,642$4.30M0.3%History
GRMNGarmin LtdSHS20,381$4.25M0.3%History
CCLCarnival Corp Ltd.UNIT 99/99/9999150,626$4.24M0.3%History
ACIAlbertsons Companies, Inc.COMMON STOCK195,335$4.20M0.3%History
ILMNIllumina, Inc.COM42,100$4.02M0.3%History
EVREvercore Inc.CLASS A14,695$3.97M0.3%History
MCMoelis & CoCL A63,397$3.95M0.3%History
UNHUnitedHealth Group IncStock12,035$3.75M0.3%History
MOSMosaic CoCOM102,168$3.73M0.3%History
SPGSimon Property Group Inc.REIT21,844$3.51M0.3%History
EDConsolidated Edison IncStock34,136$3.43M0.3%History
VMCVulcan Materials COCOM13,017$3.39M0.3%History
OMCOmnicom Group Inc.COM45,539$3.28M0.3%History
CATCaterpillar IncStock8,401$3.26M0.3%History
CPBCAMPBELL'S CoCOM102,828$3.15M0.3%History
STXSeagate Technology Holdings plcORD SHS16,936$2.44M0.2%History
KRKroger CoStock30,691$2.20M0.2%History
LLYEli Lilly & CoStock2,653$2.07M0.2%History
ULTAUlta Beauty, Inc.Stock4,418$2.07M0.2%History
RBLXRoblox CorpStock19,200$2.02M0.2%History
MKCMcCormick & Co IncStock25,409$1.93M0.2%History
CBChubb LtdStock6,599$1.91M0.2%History
ONTOOnto Innovation Inc.COM18,691$1.89M0.2%History
RKLBRocket Lab CorpCOM52,214$1.87M0.1%History
HESHess CorpStock13,195$1.83M0.1%History
ORCLOracle CorpStock8,106$1.77M0.1%History
TTDTrade Desk, Inc.Stock24,526$1.77M0.1%History
JBLJabil IncStock7,573$1.65M0.1%History
ANAutonation, Inc.COM8,292$1.65M0.1%History
WFCWells Fargo & CompanyStock20,426$1.64M0.1%History
SWSmurfit Westrock plcStock35,808$1.55M0.1%History
AIZAssurant, Inc.Stock7,823$1.54M0.1%History
KKellanovaStock19,308$1.54M0.1%History
AZEKAZEK Co Inc.CL A27,562$1.50M0.1%History
CRMSalesforce, Inc.Stock5,438$1.48M0.1%History
JNPRJuniper Networks IncCOM32,041$1.28M0.1%History
APPAppLovin CorpCOM CL A3,653$1.28M0.1%History
FTITechnipFMC plcCOM35,973$1.24M0.1%History
SLDESlide Insurance Holdings, Inc.COM56,655$1.23M0.1%History
RPMRPM International IncCOM11,143$1.22M0.1%History
VTRVentas, Inc.REIT19,181$1.21M0.1%History
KGCKinross Gold CorpCOM76,500$1.20M0.1%History
EGEverest Group, Ltd.COM3,292$1.12M0.1%History
TPRTapestry, Inc.COM12,441$1.09M0.1%History
EQIXEquinix IncCOM1,345$1.07M0.1%History
TFCTruist Financial CorpCOM23,307$1.00M0.1%History
SMCISuper Micro Computer, Inc.Stock19,395$950.5K0.1%History
MTZMastec IncCOM5,573$949.8K0.1%History
SIGSignet Jewelers LtdSHS11,782$937.3K0.1%History
LCIDLucid Group, Inc.COM428,777$904.7K0.1%History
AFRMAffirm Holdings, Inc.COM CL A12,808$885.5K0.1%History
FLSFlowserve CorpCOM16,741$876.4K0.1%History
EMNEastman Chemical CoStock11,616$867.3K0.1%History
RYTMRhythm Pharmaceuticals, Inc.COM13,149$830.9K0.1%History
COKECoca-Cola Consolidated, Inc.COM7,395$825.7K0.1%History
WUWestern Union COStock97,443$820.5K0.1%History
BF.BBrown Forman CorpStock30,032$808.2K0.1%History
STTState Street CorpCOM7,576$805.7K0.1%History
ROKURoku, IncCOM CL A9,155$804.6K0.1%History
ONBOld National BancorpStock37,683$804.2K0.1%History
NOVNOV Inc.COM62,982$782.9K0.1%History
FRFirst Industrial Realty Trust IncCOM16,090$774.4K0.1%History
PAASPan American Silver CorpStock26,458$751.2K0.1%History
UNPUnion Pacific CorpStock3,251$748.0K0.1%History
MIDDMIDDLEBY CorpCOM4,987$718.2K0.1%History
XYLXylem Inc.COM5,542$716.9K0.1%History
COOPMaverick Merger Sub 2, LLCCOM4,781$713.4K0.1%History
SEESealed Air CorpCOM22,876$709.8K0.1%History
MDTMedtronic plcStock8,072$703.6K0.1%History