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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 25 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NEE PUT NEXTERA ENERGY INC Utilities 214,100.0 $18.8M 0.02% +194K +944.4% $87.77 -2.2%
482 BTG B2GOLD CORP Basic Materials 5,005,525.0 $18.7M 0.02% +190K +3.9% $3.74 +43.1%
483 HOOD PUT ROBINHOOD MKTS INC Financial Services 185,800.0 $18.6M 0.02% +34K +22.5% $100.28 -1.7%
484 EQT PUT EQT CORP Energy 348,900.0 $18.6M 0.02% +199K +132.4% $53.17 +0.3%
485 PUT FORTINET INC 120,100.0 $18.4M 0.02% +14K +13.3% $153.62
486 NCLH CALL NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 869,700.0 $18.4M 0.02% +839K +2742.2% $21.11 -16.2%
487 AFRM CALL AFFIRM HLDGS INC Technology 222,400.0 $18.1M 0.02% +172K +344.8% $81.55 -3.6%
488 CALL OUSTER INC 288,500.0 $18.0M 0.02% +149K +106.8% $62.52
489 SYM SYMBOTIC INC Industrials 400,546.0 $18.0M 0.02% +194K +94.0% $44.95 -8.3%
490 DDS DILLARDS INC Consumer Cyclical 34,029.0 $18.0M 0.02% +25K +269.1% $528.42 +13.6%
491 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 284,900.0 $17.8M 0.02% +262K +1138.7% $62.63 +28.4%
492 CECO CECO ENVIRONMENTAL CORP Industrials 196,130.0 $17.8M 0.02% +37K +23.3% $90.74 -18.8%
493 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 127,600.0 $17.7M 0.02% +28K +28.1% $139.09 -5.4%
494 GOOG PUT ALPHABET INC Communication Services 49,800.0 $17.6M 0.02% +45K +896.0% $353.33 -3.2%
495 MOH CALL MOLINA HEALTHCARE INC Healthcare 76,900.0 $17.6M 0.02% +2K +3.0% $228.70 -12.1%
496 LOW PUT LOWES COS INC Consumer Cyclical 79,500.0 $17.5M 0.02% +21K +35.0% $220.49 +0.4%
497 INTU CALL INTUIT Technology 66,500.0 $17.4M 0.02% +40K +148.1% $261.00 +39.7%
498 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 966,200.0 $17.3M 0.02% +783K +427.7% $17.93 +4.1%
499 ONON CALL ON HLDG AG Consumer Cyclical 487,800.0 $17.3M 0.02% +246K +101.9% $35.42 -12.1%
500 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 153,116.0 $17.3M 0.02% +89K +140.2% $112.74 +11.5%
Page 25 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%