Position in GLOB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,402,584
+$12,402,584 QoQ
Shares Held
428,562
Ownership
0.993%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#33
of 289 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GLOB Over Time
Shares Held
Position Value (USD)
Derivatives in GLOB
reported options exposure · as of Jun 30, 2026CallValue
$86,820
CallShares
3,000
PutValue
$196,792
PutShares
6,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $700,531,348 across 25 Information Technology Services names. GLOB ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
|
18,290,761 | $147,057,718 | |
| 2 | CDW |
CDW Corp
|
1,018,144 | $143,191,772 | |
| 3 | CIFR |
Cipher Digital Inc.
|
2,842,978 | $69,652,961 | |
| 4 | GDS |
GDS Holdings Ltd
|
2,169,763 | $65,157,982 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
1,299,897 | $50,539,995 | |
| 6 | EPAM |
EPAM Systems, Inc.
|
595,177 | $47,227,294 | |
| 7 | SHAZ |
SharonAI Holdings Inc.
|
436,490 | $36,953,243 | |
| 8 | PSN |
Parsons Corp
|
597,514 | $31,303,758 |
All Filings in GLOB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,402,584 | 428,562 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $86,820 | 3,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $196,792 | 6,800 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $945,255 | 20,500 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $585,597 | 12,700 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $3,281,574 | 50,200 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $3,366,555 | 51,500 | Call | Defined | 2026-02-17 | |
| 2024-03-31 | $25,856,525 | 128,066 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||