Holdings Channel



Size ($ in 1000's)
At 12/31/2023: $1,667,796
At 09/30/2023: $363,092

Combined Holding Report Includes:
Point72 Hong Kong Ltd
Point72 Asset Management L.P.

Point72 Hong Kong Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Point72 Hong Kong Ltd 13F filings. Link to 13F filings: SEC filings

Point72 Hong Kong Ltd Top Holdings
As of  12/31/2023, below is a summary of the Point72 Hong Kong Ltd top holdings by largest position size, as per the latest 13f filing made by Point72 Hong Kong Ltd. In the Point72 Hong Kong Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Point72 Hong Kong Ltd in that top holding, then the share count change between reporting periods, and finally the Point72 Hong Kong Ltd top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
NEW ORIENTAL ED & TECHNOLOGY 771,798 +346,956 $56,557
     EDU771,798+346,956$56,557
CELESTICA INC 1,627,529 +1,309,257 $47,654
     CLS1,627,529+1,309,257$47,654
PDD HOLDINGS INC 307,511 +257,002 $44,992
     PDD307,511+257,002$44,992
JOYY INC 811,045 -5,862 $32,198
     YY811,045-5,862$32,198
QUALCOMM INC 178,953 +178,953 $25,882
     QCOM178,953+178,953$25,882
VANECK ETF TRUST (GDX)      $24,188
     Call780,000+780,000$24,188
HUMANA INC 51,947 +51,947 $23,782
     HUM51,947+51,947$23,782
CHIPOTLE MEXICAN GRILL INC 8,863 +8,863 $20,269
     CMG8,863+8,863$20,269
ELEVANCE HEALTH INC 40,054 +40,054 $18,888
     ELV40,054+40,054$18,888
AMAZON COM INC 115,508 +113,408 $17,550
     AMZN115,508+113,408$17,550
WESTERN DIGITAL CORP. 331,445 +104,464 $17,358
     WDC331,445+104,464$17,358
HUYA INC 4,551,795 +4,335,884 $16,660
     HUYA4,551,795+4,335,884$16,660
NETAPP INC 186,820 +186,820 $16,470
     NTAP186,820+186,820$16,470
LENNAR CORP 109,996 +109,996 $16,394
     LEN109,996+109,996$16,394
TAIWAN SEMICONDUCTOR MFG LTD 148,886 +136,786 $15,484
     TSM148,886+136,786$15,484
MANHATTAN ASSOCIATES INC 71,679 +71,679 $15,434
     MANH71,679+71,679$15,434
MOTOROLA SOLUTIONS INC 47,816 +47,816 $14,971
     MSI47,816+47,816$14,971
TE CONNECTIVITY LTD 103,421 +103,421 $14,531
     TEL103,421+103,421$14,531
FERRARI N V 42,517 +42,517 $14,389
     RACE42,517+42,517$14,389
ABBVIE INC 90,858 +90,858 $14,080
     ABBV90,858+90,858$14,080
CARDINAL HEALTH INC 136,881 +136,881 $13,798
     CAH136,881+136,881$13,798
NETEASE INC 145,521 +145,521 $13,557
     NTES145,521+145,521$13,557
METLIFE INC 201,410 +201,410 $13,319
     MET201,410+201,410$13,319
ELASTIC N V 115,724 +115,724 $13,042
     ESTC115,724+115,724$13,042
STARBUCKS CORP 133,780 +133,780 $12,844
     SBUX133,780+133,780$12,844
KLA CORP 21,996 +21,996 $12,786
     KLAC21,996+21,996$12,786
PHILIP MORRIS INTL INC 135,715 +135,715 $12,768
     PM135,715+135,715$12,768
SCHLUMBERGER LTD 240,971 +240,971 $12,540
     SLB240,971+240,971$12,540
DEXCOM INC 99,449 +99,449 $12,341
     DXCM99,449+99,449$12,341
WEST PHARMACEUTICAL SVSC INC 34,766 +34,766 $12,242
     WST34,766+34,766$12,242
LAM RESEARCH CORP 15,018 +15,018 $11,763
     LRCX15,018+15,018$11,763
CITIGROUP INC 222,710 +222,710 $11,456
     C222,710+222,710$11,456
GAP INC 546,090 +546,090 $11,419
     GPS546,090+546,090$11,419
IDEXX LABS INC 20,395 +20,395 $11,320
     IDXX20,395+20,395$11,320
ATOUR LIFESTYLE HLDGS LTD 651,637 +651,637 $11,312
     ATAT651,637+651,637$11,312
UNIVERSAL DISPLAY CORP 57,166 +57,166 $10,934
     OLED57,166+57,166$10,934
WELLS FARGO CO NEW 222,151 +222,151 $10,934
     WFC222,151+222,151$10,934
EXPEDIA GROUP INC 71,994 +71,994 $10,928
     EXPE71,994+71,994$10,928
EVEREST GROUP LTD 29,997 +29,997 $10,606
     EG29,997+29,997$10,606
PACKAGING CORP AMER 63,159 +63,159 $10,289
     PKG63,159+63,159$10,289
SYNOPSYS INC 19,930 +19,930 $10,262
     SNPS19,930+19,930$10,262
STATE STR CORP 130,857 +130,857 $10,136
     STT130,857+130,857$10,136
SMITH A O CORP 122,717 +122,717 $10,117
     AOS122,717+122,717$10,117
ULTA BEAUTY INC 20,593 +20,593 $10,090
     ULTA20,593+20,593$10,090
LULULEMON ATHLETICA INC 19,639 +19,639 $10,041
     LULU19,639+19,639$10,041
CENTENE CORP DEL 131,459 +131,459 $9,756
     CNC131,459+131,459$9,756
ACM RESH INC 496,494 +70,227 $9,701
     ACMR496,494+70,227$9,701
SONOS INC 564,600 +564,600 $9,677
     SONO564,600+564,600$9,677
CROCS INC 102,489 +102,489 $9,573
     CROX102,489+102,489$9,573
VIPSHOP HLDGS LTD 529,526 -2,209,855 $9,404
     VIPS529,526-2,209,855$9,404

See Full List: All Stocks Held By Point72 Hong Kong Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Point72 Hong Kong Ltd

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