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Point72 Italy, S.R.L.

CIK:0002006887
Hedge Fund
$181M AUM
29 holdings
Milan, Italy
Founded:2023
2,900 employees
Latest filing:Jun 30, 2025

Point72 Italy S.R.L. is the Italian subsidiary of Point72 Asset Management, a leading global alternative investment firm. Established in September 2023, it is based in Milan and operates to support Point72’s investment activities in Europe. The subsidiary benefits from Point72's global resources and is focused on providing both investment management and advisory services. Point72 globally employs approximately 2,900 staff, though the headcount for the Italian entity is likely substantially smaller and not publicly disclosed.

Investment Strategy

Point72 Italy S.R.L. draws on the broader Point72 philosophy, deploying a multi-strategy approach that includes fundamental equities, systematic, macroeconomic, private credit, and venture capital investments. The Milan-based operation primarily supports research, market analysis, and local investment execution to capitalize on European market opportunities by leveraging Point72’s robust global platform and risk management infrastructure.

Top Buys
N
NVDANVIDIA CORPORATION
+$23.7M
M
MSFTMICROSOFT CORP
+$15.8M
M
METAMETA PLATFORMS INC
+$15.8M
A
ALVAUTOLIV INC
+$14.1M
A
AMZNAMAZON COM INC
+$11.3M
Top Sells
Q
QCOMQUALCOMM INC
-$12.9M
B
BKNGBOOKING HOLDINGS INC
-$8.8M
M
MUMICRON TECHNOLOGY INC
-$4.3M
M
MGAMAGNA INTL INC
-$4.0M
P
PINSPINTEREST INC
-$3.8M

Top Holdings

N
NVDANVIDIA CORPORATION
+14.5%$29.4M
M
METAMETA PLATFORMS INC
+8.8%$17.8M
M
MSFTMICROSOFT CORP
+7.8%$15.8M
A
ADIANALOG DEVICES INC
+7.7%$15.6M
A
ALVAUTOLIV INC
+7.0%$14.1M

Equity Positions (29)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION14.49%$29.4M186,097$127.41$157.99+$23.7M
M
META
META PLATFORMS INC8.77%$17.8M24,117$702.66$738.09+$15.8M
M
MSFT
MICROSOFT CORP7.80%$15.8M31,800$497.41$497.41+$15.8M
A
ADI
ANALOG DEVICES INC7.67%$15.6M65,413$217.08$238.02+$8.0M
A
ALV
AUTOLIV INC6.95%$14.1M126,086$111.90$111.90+$14.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+37.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.5%
MOTOR VEHICLE PARTS & ACCESSORIES
+11.0%
SERVICES-PREPACKAGED SOFTWARE
+10.3%
MOTOR VEHICLES & PASSENGER CAR BODIES
+7.0%