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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 37 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PSX CALL PHILLIPS 66 Energy 43,400.0 $7.3M 0.01% +40K +1042.1% $169.05 +43.7%
722 FMC FMC CORP Basic Materials 637,145.0 $7.3M 0.01% +223K +53.8% $11.50 -4.2%
723 UNIT UNITI GROUP LLC Real Estate 638,671.0 $7.3M 0.01% +346K +118.6% $11.47 -13.1%
724 BIOHAVEN LTD 491,918.0 $7.3M 0.01% +119K +31.9% $14.88
725 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 241,100.0 $7.3M 0.01% +59K +32.5% $30.18 -1.4%
726 VXUS CALL VANGUARD STAR FDS 85,100.0 $7.3M 0.01% +25K +40.9% $85.49 +2.6%
727 MIST MILESTONE PHARMACEUTICALS IN Healthcare 5,411,138.0 $7.3M 0.01% +4.3M +398.4% $1.34 -21.3%
728 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 19,500.0 $7.2M 0.01% +3K +16.1% $370.59 -3.8%
729 INGRAM MICRO HLDG CORP 262,730.0 $7.2M 0.01% +120K +84.5% $27.43
730 IWP PUT ISHARES TR 49,100.0 $7.2M 0.01% +25K +106.3% $146.41 -1.9%
731 NVGS NAVIGATOR HLDGS LTD Energy 384,803.0 $7.2M 0.01% +304K +376.7% $18.63 +18.9%
732 UBS CALL UBS GROUP AG Financial Services 144,200.0 $7.1M 0.01% +18K +14.1% $49.56 +7.5%
733 GIS PUT GENERAL MILLS INC Consumer Defensive 205,100.0 $7.1M 0.01% +115K +127.9% $34.80 +14.9%
734 TSAKOS ENERGY NAVIGATION LTD 201,791.0 $7.1M 0.01% +122K +151.9% $35.37
735 VALE PUT VALE S A Basic Materials 474,300.0 $7.1M 0.01% +21K +4.6% $15.04 -3.0%
736 SJM CALL SMUCKER J M CO Consumer Defensive 63,400.0 $7.1M 0.01% +58K +1032.1% $112.50 +10.5%
737 GTY GETTY RLTY CORP NEW Real Estate 211,463.0 $7.1M 0.01% +84K +66.3% $33.36 -0.7%
738 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 134,762.0 $7.0M 0.01% +89K +192.5% $52.17 -13.7%
739 GS GOLDMAN SACHS GROUP INC Financial Services 6,936.0 $7.0M 0.01% +3K +83.5% $1011.37 +2.8%
740 PAGP PUT PLAINS GP HLDGS L P Energy 287,300.0 $7.0M 0.01% +191K +197.7% $24.27 +10.6%
Page 37 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%