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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 30 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OZK BANK OZK LITTLE ROCK ARK Financial Services 239,299.0 $12.5M 0.01% +18K +8.0% $52.09 -5.4%
582 BP CALL BP PLC Energy 337,100.0 $12.5M 0.01% +35K +11.5% $36.95 +22.2%
583 NXPI CALL NXP SEMICONDUCTORS N V Technology 44,300.0 $12.4M 0.01% +43K +2853.3% $281.03 -20.7%
584 CF CALL CF INDUSTRIES HOLD Basic Materials 114,500.0 $12.4M 0.01% +10K +9.9% $108.26 +16.1%
585 DE PUT DEERE & CO Industrials 19,500.0 $12.4M 0.01% +9K +78.9% $634.33 -2.1%
586 HSBC PUT HSBC HLDGS PLC Financial Services 129,500.0 $12.3M 0.01% +41K +46.8% $95.09 +7.6%
587 ACN PUT ACCENTURE PLC IRELAND Technology 98,900.0 $12.3M 0.01% +45K +82.1% $124.44 +45.7%
588 GPN PUT GLOBAL PMTS INC Industrials 169,500.0 $12.3M 0.01% +152K +897.1% $72.56 +27.2%
589 VALE CALL VALE S A Basic Materials 817,400.0 $12.3M 0.01% +137K +20.1% $15.04 -5.4%
590 HERTZ CORP 23,204,520.0 $12.3M 0.01% +16.0M +223.6% $0.53
591 NEE CALL NEXTERA ENERGY INC Utilities 139,800.0 $12.3M 0.01% +53K +60.9% $87.77 -3.1%
592 VLO PUT VALERO ENERGY CORP Energy 47,000.0 $12.2M 0.01% +25K +117.6% $260.44 +31.1%
593 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 38,300.0 $12.2M 0.01% +4K +11.0% $317.53 -9.4%
594 MIR MIRION TECHNOLOGIES INC Industrials 677,509.0 $12.1M 0.01% +503K +288.8% $17.93 -15.1%
595 ELF CALL E L F BEAUTY INC Consumer Defensive 163,200.0 $12.1M 0.01% +128K +369.0% $74.00 +33.1%
596 SHEL PUT SHELL PLC Energy 155,100.0 $12.0M 0.01% +107K +220.4% $77.54 +20.8%
597 FELE FRANKLIN ELEC INC Industrials 110,674.0 $11.9M 0.01% +70K +173.7% $107.19 -3.7%
598 JD CALL JD.COM INC Consumer Cyclical 465,500.0 $11.9M 0.01% +50K +12.2% $25.48 +15.4%
599 F PUT FORD MTR CO Consumer Cyclical 845,800.0 $11.8M 0.01% +402K +90.5% $13.90 +0.6%
600 QBTS CALL D-WAVE QUANTUM INC Technology 488,800.0 $11.7M 0.01% +72K +17.4% $23.99 -21.6%
Page 30 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%