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Point72 Middle East FZE

Location
STAMFORD, CT
Portfolio Value
Small $200,056,323
Diversification
Diversified
Filing Date
Global Rank
#755 / 7,317 ▼ 42
Top Industry
Software - Application 5.7%
3Y Alpha vs SPY
+0.8%
Period ended 2 years ago
Filed Feb 14, 2024 · 2y
5 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+79.6%
SPY
+76.3%
Annualised alpha
+0.8%
Max drawdown
−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

927 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023
Top Position
5.0%
+1.7 pts
Top 5
14.0%
+2.1 pts
Top 10
19.8%
−0.1 pts
HHI
89
Dec 2022 → Dec 2023 · range 77 – 113
Diversified+11

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2023
Sector % Portfolio Value
Technology 17.9% $528,512,651
Healthcare 14.5% $427,907,475
Consumer Cyclical 13.2% $389,594,666
Unclassified 11.1% $326,558,002
Industrials 10.8% $317,686,280
Financial Services 10.6% $311,330,983
Consumer Defensive 6.8% $200,056,323
Communication Services 6.1% $178,463,577
Energy 2.8% $83,571,993
Basic Materials 2.4% $70,337,765
Real Estate 2.2% $63,566,952
Utilities 1.6% $46,882,088

Last Quarter's Activity

Export CSV
Dec 31, 2023 vs Sep 30, 2023

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
48 positions · $200,056,323 total · Consumer Defensive only · as of Dec 31, 2023
Ticker Company Shares Value (USD) % of Portfolio History