Point72 Asset Management, L.P.
Position in STX — Seagate Technology Holdings plc
CIK 1603466
STAMFORD, CT
Position in STX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$794,112,010
+$580,062,965 QoQ
Shares Held
822,914
+50.6% QoQ
Ownership
0.363%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#41
of 1,934 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Derivatives in STX
reported options exposure · as of Jun 30, 2026CallValue
$26,248,000
CallShares
27,200
PutValue
$34,257,500
PutShares
35,500
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 Computer Hardware
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $1,977,325,919 across 11 Computer Hardware names. STX ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
5,139,737 | $873,138,521 | |
| 2 | STX |
Seagate Technology Holdings plc
This page
|
822,914 | $794,112,010 | |
| 3 | SMCI |
Super Micro Computer, Inc.
|
4,755,283 | $139,472,450 | |
| 4 | SNDK |
Sandisk Corp
|
49,692 | $112,986,191 | |
| 5 | WDC |
Western Digital Corp
|
73,593 | $47,005,320 | |
| 6 | LOGI |
Logitech International S.A.
|
78,600 | $7,391,544 | |
| 7 | CRSR |
Corsair Gaming, Inc.
|
184,413 | $1,783,273 | |
| 8 | VELO |
Velo3D, Inc.
|
43,521 | $763,793 |
All Filings in STX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,112,010 | 822,914 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $26,248,000 | 27,200 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $34,257,500 | 35,500 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $22,722,080 | 58,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $34,709,936 | 88,600 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $214,049,045 | 546,378 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,174,307 | 171,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $109,493,411 | 397,594 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $37,287,806 | 135,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $126,292,100 | 535,000 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,186,810 | 13,500 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $346,392 | 2,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,948,455 | 13,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $137,794,737 | 954,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $116,378,271 | 1,369,962 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $157,652,982 | 1,826,590 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $215,775 | 2,500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $133,031,523 | 1,214,567 | Shares | Defined | 2024-11-14 | |
| 2023-03-31 | $26,448 | 400 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $52,610 | 1,000 | Call | Defined | 2023-05-15 | |
| 2022-09-30 | $335,349 | 6,300 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $450,072 | 6,300 | Put | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||