EdgeMarket › What Point72 Asia (Singapore) Pte. Ltd. reported owning

What Point72 Asia (Singapore) Pte. Ltd. reported owning

As filed on Form 13F for the quarter ending 2025-09-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

645.8M

Positions

864

Quarter

2025-09-30

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
unmapped CUSIP M2682V10830.0M4.6%62.1K
unmapped CUSIP 48783610827.1M4.2%330.5K
AVGO
Broadcom Inc.
23.4M3.6%71.0K368.45+26.5%
META
Meta Platforms, Inc.
22.3M3.5%30.4K549.90-26.5%
NSC
NORFOLK SOUTHERN CORP
17.8M2.8%59.3K350.72+22.8%
STX
Seagate Technology Holdings plc
16.8M2.6%71.0K850.00+436.6%
unmapped CUSIP 16115Q30815.9M2.5%79.6K
unmapped CUSIP 15677J10815.7M2.4%227.5K
MSFT
MICROSOFT CORP
14.0M2.2%27.1K483.24-4.4%
NVDA
NVIDIA CORP
13.3M2.1%71.1K214.72+22.4%
GOOG
Alphabet Inc.
12.7M2.0%52.0K341.75+70.7%
unmapped CUSIP 35909D10912.5M1.9%334.3K
GOOGL
Alphabet Inc.
12.2M1.9%50.3K344.82+73.0%
CRDO
Credo Technology Group Holding Ltd
9.7M1.5%66.5K230.57+117.5%
AAOI
APPLIED OPTOELECTRONICS, INC.
8.8M1.4%339.0K124.82+469.2%
unmapped CUSIP 9250501068.5M1.3%80.0K
unmapped CUSIP 00912X3028.4M1.3%131.8K
unmapped CUSIP 80013R2067.2M1.1%576.2K
TER
TERADYNE, INC
7.0M1.1%51.2K375.74+243.1%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
7.0M1.1%25.1K418.95+83.3%
XOM
ExxonMobil Holdings Corp
6.9M1.1%60.9K165.11+52.1%
unmapped CUSIP G981961016.7M1.0%88.4K
MS
MORGAN STANLEY
6.7M1.0%42.3K214.20+48.6%
WFC
WELLS FARGO & COMPANY/MN
6.7M1.0%80.2K83.84+7.3%
COHR
COHERENT CORP.
6.5M1.0%60.3K289.52+234.5%
VST
Vistra Corp.
6.5M1.0%32.9K136.21-29.4%
FER
Ferrovial N.V.
6.4M1.0%108.8K62.84+13.4%
ABBV
AbbVie Inc.
6.1M1.0%26.5K264.96+26.7%
CRH
CRH PUBLIC LTD CO
5.9M0.9%49.5K95.07-14.2%
TXNM
TXNM ENERGY INC
5.8M0.9%102.0K57.22+1.2%
SPGI
S&P Global Inc.
5.5M0.8%11.2K431.29-22.6%
unmapped CUSIP 45674M1015.2M0.8%208.3K
MCO
MOODYS CORP /DE/
4.9M0.8%10.2K503.32-2.3%
FIX
COMFORT SYSTEMS USA INC
4.7M0.7%5.7K1,655.61+143.1%
BTDR
Bitdeer Technologies Group
4.4M0.7%258.4K11.37-12.1%
unmapped CUSIP 0185223004.4M0.7%65.7K
MMM
3M CO
4.3M0.7%28.0K178.96+15.6%
B
BARRICK MINING CORP
3.9M0.6%117.5K47.60+91.6%
QRVO
Qorvo, Inc.
3.8M0.6%42.2K95.56+7.3%
EW
Edwards Lifesciences Corp
3.7M0.6%47.8K89.79+10.3%
MSTR
Strategy Inc
3.6M0.6%11.3K119.25-65.4%
LNG
Cheniere Energy, Inc.
3.5M0.5%15.0K277.51+17.6%
JNJ
JOHNSON & JOHNSON
3.5M0.5%18.9K270.24+51.1%
MRK
Merck & Co., Inc.
3.5M0.5%41.1K152.55+80.2%
HON
HONEYWELL INTERNATIONAL INC
3.4M0.5%16.0K215.90-50.3%
HD
HOME DEPOT, INC.
3.3M0.5%8.2K335.61-16.5%
DOV
DOVER Corp
3.2M0.5%19.2K201.92+13.0%
ANET
Arista Networks, Inc.
3.1M0.5%21.0K188.65+43.5%
JBL
JABIL INC
2.9M0.4%13.3K313.21+53.5%
LSCC
LATTICE SEMICONDUCTOR CORP
2.9M0.4%39.3K117.69+91.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →