Point72 Europe (London) LLP Top Holdings and 13F Report (2021) About Point72 Europe (London) LLPInvestment ActivityPoint72 Europe (London) LLP has $1.46 billion in total holdings as of September 30, 2021.Point72 Europe (London) LLP owns shares of 121 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 44.50% of the portfolio was purchased this quarter.About 61.43% of the portfolio was sold this quarter.This quarter, Point72 Europe (London) LLP has purchased 126 new stocks and bought additional shares in 35 stocks.Point72 Europe (London) LLP sold shares of 34 stocks and completely divested from 56 stocks this quarter.Largest Holdings Meta Platforms $96,025,034Discover Financial Services $57,389,511Wells Fargo & Company $45,983,290Spotify Technology $34,983,008American Tower $34,221,952 Largest New Holdings this Quarter 922042874 - Vanguard FTSE Europe ETF $21,149,569 Holding56418H100 - ManpowerGroup $19,783,616 Holding464287655 - iShares Russell 2000 ETF $19,195,127 Holding461202103 - Intuit $19,156,488 Holding45866F104 - Intercontinental Exchange $15,007,500 Holding Largest Purchases this Quarter Meta Platforms 96,311 shares (about $55.51M)FERGUSON ENTERPRISES INC 166,300 shares (about $26.65M)Vanguard FTSE Europe ETF 301,233 shares (about $21.15M)ManpowerGroup 341,804 shares (about $19.78M)iShares Russell 2000 ETF 96,221 shares (about $19.20M) Largest Sales this Quarter AT&T 2,478,088 shares (about $70.08M)Alphabet 223,887 shares (about $34.62M)Vulcan Materials 147,844 shares (about $34.49M)Exxon Mobil 268,328 shares (about $31.91M)CRH PLC 362,476 shares (about $31.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPoint72 Europe (London) LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$96,025,034$55,509,808 ▲137.0%166,6066.6%Computer and TechnologyDFSDiscover Financial Services$57,389,511$10,395,630 ▲22.1%336,2013.9%FinanceWFCWells Fargo & Company$45,983,290$12,175,584 ▲36.0%640,5253.1%FinanceSPOTSpotify Technology$34,983,008$14,609,347 ▲71.7%63,6022.4%Business ServicesAMTAmerican Tower$34,221,952$18,234,662 ▲114.1%157,2702.3%FinanceFERGUSON ENTERPRISES INC$31,661,448$26,646,249 ▲531.3%197,6002.2%COMMON STOCK NEWBKNGBooking$30,405,606$16,446,669 ▲117.8%6,6002.1%Retail/WholesaleQQQInvesco QQQ$30,057,772$24,304,593 ▼-44.7%64,1002.1%FinanceTAT&T$28,042,137$70,080,329 ▼-71.4%991,5891.9%Computer and TechnologyGOOGLAlphabet$25,238,640$34,621,886 ▼-57.8%163,2091.7%Computer and TechnologyCNQCanadian Natural Resources$24,434,551$12,302,016 ▲101.4%793,2401.7%EnergyTMUST-Mobile US$23,624,105$1,594,926 ▲7.2%88,5761.6%Computer and TechnologyFIFiserv$22,955,279$938,528 ▼-3.9%103,9501.6%Business ServicesCOPConocoPhillips$22,040,967$13,701,644 ▼-38.3%209,8741.5%EnergyMSFTMicrosoft$21,244,822$5,462,675 ▼-20.5%56,5941.5%Computer and TechnologyVGKVanguard FTSE Europe ETF$21,149,569$21,149,569 ▲New Holding301,2331.4%ETFPNCThe PNC Financial Services Group$20,880,070$4,341,871 ▼-17.2%118,7921.4%FinanceTSMTaiwan Semiconductor Manufacturing$20,675,300$8,175,500 ▲65.4%124,5501.4%Computer and TechnologyMANManpowerGroup$19,783,616$19,783,616 ▲New Holding341,8041.4%Business ServicesEEMiShares MSCI Emerging Markets ETF$19,647,083$13,695,143 ▲230.1%449,5901.3%FinanceIWMiShares Russell 2000 ETF$19,195,127$19,195,127 ▲New Holding96,2211.3%FinanceINTUIntuit$19,156,488$19,156,488 ▲New Holding31,2001.3%Computer and TechnologyKEYKeyCorp$18,901,747$2,368,119 ▲14.3%1,182,0981.3%FinanceSPGIS&P Global$18,850,510$7,824,740 ▲71.0%37,1001.3%Business ServicesVVisa$18,804,983$6,027,912 ▼-24.3%53,6581.3%Business ServicesHESHess$18,571,328$2,226,157 ▼-10.7%116,2671.3%EnergyFANGDiamondback Energy$17,999,290$7,053,905 ▲64.4%112,5801.2%EnergyTFCTruist Financial$17,944,404$6,040,655 ▼-25.2%436,0731.2%FinanceADBEAdobe$17,616,300$13,500,256 ▲328.0%45,9321.2%Computer and TechnologySCHWCharles Schwab$17,268,568$10,090,292 ▲140.6%220,6001.2%FinanceCRH PLC$17,267,103$31,887,013 ▼-64.9%196,2841.2%ORDADIAnalog Devices$17,141,950$1,754,529 ▲11.4%85,0001.2%Computer and TechnologyAPOApollo Global Management$17,046,839$901,476 ▲5.6%124,4841.2%FinanceXOMExxon Mobil$16,917,436$31,912,250 ▼-65.4%142,2471.2%EnergyKKRKKR & Co. Inc.$15,795,216$6,812,204 ▼-30.1%136,6251.1%FinanceICEIntercontinental Exchange$15,007,500$15,007,500 ▲New Holding87,0001.0%FinanceEOGEOG Resources$14,261,699$14,261,699 ▲New Holding111,2111.0%EnergyFLUTTER ENTMT PLC$14,098,777$2,663,917 ▼-15.9%63,6371.0%SHSBLACKROCK INC$13,723,960$9,370,152 ▲215.2%14,5000.9%COMENBEnbridge$13,360,146$13,360,146 ▲New Holding301,5420.9%EnergyCSCOCisco Systems$13,273,821$4,091,373 ▼-23.6%215,1000.9%Computer and TechnologyCMECME Group$13,105,326$13,105,326 ▲New Holding49,4000.9%FinanceFSLRFirst Solar$12,643,000$7,701,483 ▲155.9%100,0000.9%EnergyNFLXNetflix$12,495,902$2,775,209 ▲28.5%13,4000.9%Consumer DiscretionaryVMCVulcan Materials$12,269,714$34,492,006 ▼-73.8%52,5920.8%ConstructionCECelanese$12,017,982$12,017,982 ▲New Holding211,6960.8%Basic MaterialsNVSNovartis$11,399,791$397,982 ▼-3.4%102,2590.8%MedicalFHNFirst Horizon$11,364,001$2,513,200 ▲28.4%585,1700.8%FinanceBIIBBiogen$11,286,067$11,286,067 ▲New Holding82,4760.8%MedicalMAMastercard$11,181,648$11,181,648 ▲New Holding20,4000.8%Business ServicesCRMSalesforce$11,144,454$14,940,138 ▼-57.3%41,5280.8%Computer and TechnologyTRUTransUnion$10,699,901$2,334,509 ▲27.9%128,9300.7%Business ServicesCCICrown Castle$10,520,872$10,520,872 ▲New Holding100,9390.7%FinanceBACBank of America$10,394,943$16,858,920 ▼-61.9%249,1000.7%FinanceRIVNRivian Automotive$10,203,597$10,203,597 ▲New Holding819,5660.7%Auto/Tires/TrucksIFFInternational Flavors & Fragrances$10,011,690$10,011,690 ▲New Holding129,0000.7%Basic MaterialsRGAReinsurance Group of America$9,932,227$1,952,264 ▼-16.4%50,4430.7%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$9,825,192$5,026,803 ▼-33.8%23,4000.7%FinanceNXPINXP Semiconductors$9,797,593$2,974,439 ▼-23.3%51,5500.7%Computer and TechnologyGILDGilead Sciences$9,490,635$1,591,782 ▲20.2%84,7000.6%MedicalPBRPetróleo Brasileiro S.A. - Petrobras$9,376,467$9,376,467 ▲New Holding653,8680.6%EnergyADPAutomatic Data Processing$9,013,135$3,421,936 ▼-27.5%29,5000.6%Business ServicesNVDANVIDIA$9,006,378$4,254,023 ▲89.5%83,1000.6%Computer and TechnologyACNAccenture$8,081,836$14,135,412 ▼-63.6%25,9000.6%Computer and TechnologyMETMetLife$7,761,153$1,702,148 ▼-18.0%96,6640.5%FinanceINDAiShares MSCI India ETF$7,649,928$3,217,140 ▲72.6%148,6000.5%ETFAYIAcuity Brands$7,505,475$7,505,475 ▲New Holding28,5000.5%ConstructionBKRBaker Hughes$7,357,933$6,856,903 ▲1,368.6%167,4160.5%EnergyCBChubb$6,945,770$4,741,243 ▲215.1%23,0000.5%FinanceAXTAAxalta Coating Systems$6,825,557$6,825,557 ▲New Holding205,7750.5%Basic MaterialsORCLOracle$6,724,861$4,362,072 ▲184.6%48,1000.5%Computer and TechnologySTTState Street$6,705,797$6,705,797 ▲New Holding74,9000.5%FinanceAZNAstraZeneca$6,549,713$6,549,713 ▲New Holding89,1120.4%MedicalLPLALPL Financial$6,541,491$3,598,540 ▼-35.5%19,9960.4%FinanceKSAiShares MSCI Saudi Arabia ETF$6,222,048$1,079,757 ▲21.0%150,4000.4%ETFSAFESafehold$6,200,551$6,200,551 ▲New Holding331,2260.4%FinanceCHENIERE ENERGY INC$6,071,473$6,071,473 ▲New Holding26,2380.4%COM NEWBKBank of New York Mellon$5,963,157$5,963,157 ▲New Holding71,1000.4%FinanceAMATApplied Materials$5,674,192$5,674,192 ▲New Holding39,1000.4%Computer and TechnologyMDBMongoDB$5,655,773$5,655,773 ▲New Holding32,2450.4%Computer and TechnologyBABAAlibaba Group$5,593,329$5,593,329 ▲New Holding42,3000.4%Retail/WholesaleFISFidelity National Information Services$5,160,388$5,160,388 ▲New Holding69,1000.4%Business ServicesCHTRCharter Communications$5,131,043$5,131,043 ▲New Holding13,9230.4%Consumer DiscretionaryBAMBrookfield Asset Management$5,092,095$5,092,095 ▲New Holding105,1000.3%FinanceLLYEli Lilly and Company$5,064,423$4,201,357 ▲486.8%6,1320.3%MedicalSLViShares Silver Trust$5,057,568$5,057,568 ▲New Holding163,2000.3%ETFAQNAlgonquin Power & Utilities$4,971,221$4,971,221 ▲New Holding967,0000.3%UtilitiesCTSHCognizant Technology Solutions$4,873,050$1,926,041 ▲65.4%63,7000.3%Computer and TechnologyMRVLMarvell Technology$4,839,402$4,839,402 ▲New Holding78,6000.3%Computer and TechnologyACADACADIA Pharmaceuticals$4,812,831$1,936,726 ▲67.3%289,7550.3%MedicalTHDiShares MSCI Thailand ETF$4,375,032$4,375,032 ▲New Holding84,2000.3%ETFALNYAlnylam Pharmaceuticals$4,309,055$4,309,055 ▲New Holding15,9580.3%MedicalUNMUnum Group$4,024,124$4,024,124 ▲New Holding49,4000.3%FinanceBBB FOODS INC$4,002,000$4,002,000 ▲New Holding150,0000.3%CL A COMBMRNBioMarin Pharmaceutical$3,858,284$435,524 ▼-10.1%54,5800.3%MedicalLAM RESEARCH CORP$3,744,050$3,540,490 ▼-48.6%51,5000.3%COM NEWHIGThe Hartford Financial Services Group$3,705,714$3,705,714 ▲New Holding29,9500.3%FinanceBENFranklin Resources$3,386,075$3,386,075 ▲New Holding175,9000.2%FinanceTECKTeck Resources$3,264,128$1,683,066 ▲106.5%89,6000.2%Basic MaterialsNXTNextracker$3,141,073$2,623,973 ▼-45.5%74,5390.2%EnergyShowing largest 100 holdings. 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