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Portfolio (Quarterly) Guide ↗

Point72 Asset Management, L.P.

· CIK 0001603466
13F Portfolio $90.7B AUM 3,923 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1078 New 1315 Added 1437 Reduced 859 Exited
Page 22 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FCEL FUELCELL ENERGY INC Industrials 621,095.0 $22.4M 0.03% +436K +236.3% $36.01 -39.7%
422 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 387,300.0 $22.3M 0.03% +210K +118.4% $57.62 +14.6%
423 CALL FORTINET INC 144,400.0 $22.2M 0.02% +14K +10.3% $153.62
424 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 289,400.0 $22.1M 0.02% +166K +135.3% $76.40 +7.9%
425 KKR PUT KKR & CO INC Financial Services 240,500.0 $22.1M 0.02% +56K +30.3% $91.78 +16.8%
426 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 731,362.0 $22.1M 0.02% +341K +87.5% $30.18 -1.8%
427 TD PUT TORONTO DOMINION BK ONT Financial Services 181,000.0 $22.0M 0.02% +3K +1.9% $121.43 +0.4%
428 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 48,700.0 $22.0M 0.02% +15K +44.1% $450.98 +14.6%
429 ZTO ZTO EXPRESS CAYMAN INC Industrials 979,113.0 $21.9M 0.02% +423K +76.0% $22.38 +3.4%
430 SO CALL SOUTHERN CO Utilities 228,600.0 $21.9M 0.02% +138K +151.5% $95.71 -3.8%
431 U CALL UNITY SOFTWARE INC Technology 764,300.0 $21.8M 0.02% +533K +230.7% $28.58 +63.5%
432 RSP CALL INVESCO EXCHANGE TRADED FD T 102,500.0 $21.8M 0.02% +56K +121.4% $212.77 +3.3%
433 EOG CALL EOG RES INC Energy 167,900.0 $21.8M 0.02% +158K +1596.0% $129.73 +14.6%
434 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,115,011.0 $21.8M 0.02% +555K +99.0% $19.51 +4.2%
435 VSAT VIASAT INC Technology 242,201.0 $21.8M 0.02% +208K +610.5% $89.81 -15.3%
436 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 225,900.0 $21.7M 0.02% +85K +60.5% $95.98 +33.6%
437 FR FIRST INDL RLTY TR INC Real Estate 353,254.0 $21.7M 0.02% +100K +39.7% $61.31 +1.7%
438 BIDU PUT BAIDU INC Communication Services 189,500.0 $21.7M 0.02% +128K +210.2% $114.29 -20.5%
439 ANET PUT ARISTA NETWORKS INC Technology 127,100.0 $21.6M 0.02% +5K +4.0% $169.88 +13.7%
440 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,287,381.0 $21.5M 0.02% +31K +1.4% $9.39 +26.5%
Page 22 of 66  ·  1,315 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%