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Steven Cohen
Portfolio: Top Holdings & Stock Picks

Point72 Asset Management, L.P.

Special Situations / Event-Driven

Steven Cohen (Point72 Asset Management, L.P.) disclosed 2255 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $59.76 B billion and a turnover rate of 39.2%.

Portfolio Value
$59.76 B
Total Holdings
2263
Latest Filing
Q3 2025
Nov 14, 2025
Turnover Rate
39.22%

Steven Cohen Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
7.24 M $1.35 B 2.26% 2.5 Years +12.78%
2.59 M $1.34 B 2.24% 1 Years +6.20%
5.51 M $803.07 M 1.34% 0.75 Years -20.48%
4.73 M $689.22 M 1.15% 3.5 Years +15.33%
3.12 M $685.85 M 1.15% 0.75 Years -34.75%
819,325 $601.7 M 1.01% 1 Years +294.09%
TER
4.09 M $562.35 M 0.94% 0.75 Years +1370.82%
3.87 M $542.52 M 0.91% 0.5 Years +1.07%
1.59 M $523.63 M 0.88% 1.5 Years +187.80%
TSM
1.81 M $506.7 M 0.85% 1.3 Years +28.18%

Recent Moves

Significant New Position
+444,264 Shares | +$430.09 M Value
Continues to build a major stake in the Technology sector
Q3 2025
Added to Core Holding
+3.81 M Shares | +$524.11 M Value
Largest position increase in Technology sector
Q3 2025
Reduced Exposure to Position
-1.66 M Shares | -$365.32 M Value
Significant reduction in holdings of Consumer Discretionary
Q3 2025
Complete Exit
-3.05 M Shares | -$378.76 M Value
Cleared DIS, sector remains in portfolio
Q3 2025

Steven Cohen's Historical Top Holdings Breakdown

Portfolio Date:

Steven Cohen Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
TER
09/30/2025 Add 1370.8% 4.09 M 3.81 M $524.11 M
09/30/2025 Add 294.1% 819,325 611,420 $449.02 M
09/30/2025 New Buy 444,264 444,264 $430.09 M
DIS
09/30/2025 Sold Out 3.05 M -3.05 M $378.76 M
09/30/2025 Reduce -34.8% 3.12 M -1.66 M $365.32 M
09/30/2025 Add 187.8% 1.59 M 1.04 M $341.69 M
09/30/2025 New Buy 1.43 M 1.43 M $341.17 M
09/30/2025 Add 380.3% 3.5 M 2.77 M $336.59 M
09/30/2025 Reduce -54.6% 1.22 M -1.46 M $329.91 M
09/30/2025 Sold Out 4.75 M -4.75 M $329.51 M

Steven Cohen's Sector Breakdowns

Portfolio Date:

About Steven Cohen

Steven A. Cohen is an American billionaire hedge fund manager. He is the founder of Point72 Asset Management, a family office, and the now-closed S.A.C. Capital Advisors. Cohen is one of the most famous and successful traders in Wall Street history, known for his firm's exceptional returns and aggressive trading style. He is also the owner of the New York Mets baseball team.

Frequently Asked Questions

As of 2025-09-30, Steven Cohen holds 1273 stocks. Top positions include NVDA, MSFT, ANET, CRDO, AMZN. For full portfolio details, please visit Steven Cohen’s portfolio.

In Q3 2025, Steven Cohen’s largest purchase by dollar amount was ASML. For complete transaction details, please visit Steven Cohen’s portfolio.

According to the 13F filing for Q3 2025, Steven Cohen increased their stake in TER.

Steven Cohen’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.