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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 40 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EL CALL LAUDER ESTEE COS INC Consumer Defensive 79,400.0 $6.3M 0.01% +52K +194.1% $78.95 +29.1%
782 AQN ALGONQUIN POWER & UTILITIES Utilities 1,053,289.0 $6.2M 0.01% +46K +4.6% $5.87 -2.9%
783 LKFN LAKELAND FINL CORP Financial Services 99,820.0 $6.2M 0.01% +17K +20.4% $61.72 -2.4%
784 NNN NNN REIT INC Real Estate 132,062.0 $6.1M 0.01% +1K +0.8% $46.53 -1.5%
785 SNAP PUT SNAP INC Communication Services 1,369,300.0 $6.1M 0.01% +114K +9.0% $4.44 +17.9%
786 GOOG CALL ALPHABET INC 17,200.0 $6.1M 0.01% +11K +186.7% $353.33
787 SN PUT SHARKNINJA INC Consumer Cyclical 39,900.0 $6.1M 0.01% +19K +92.8% $152.27 +18.7%
788 INOD INNODATA INC Technology 80,337.0 $6.1M 0.01% +10K +14.2% $75.58 -15.0%
789 ENB PUT ENBRIDGE INC Energy 112,000.0 $6.1M 0.01% +55K +97.2% $54.21 -6.9%
790 AFL CALL AFLAC INC Financial Services 51,700.0 $6.1M 0.01% +39K +313.6% $117.25 -1.0%
791 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 23,500.0 $6.0M 0.01% +700.0 +3.1% $255.88 +25.7%
792 TIGO PUT MILLICOM INTL CELLULAR S A Communication Services 66,200.0 $6.0M 0.01% +14K +27.6% $90.76 +3.2%
793 TFC PUT TRUIST FINL CORP Financial Services 120,600.0 $6.0M 0.01% +5K +4.5% $49.82 +1.2%
794 MTUM PUT ISHARES TR 17,400.0 $6.0M 0.01% +10K +123.1% $342.83 -11.0%
795 CAVA CALL CAVA GROUP INC Consumer Cyclical 75,500.0 $5.9M 0.01% +24K +46.9% $78.48 -6.2%
796 AKR ACADIA RLTY TR Real Estate 282,292.0 $5.9M 0.01% +236K +510.0% $20.91 +0.7%
797 OR OR ROYALTIES INC. Basic Materials 186,443.0 $5.9M 0.01% +91K +94.4% $31.63 +14.1%
798 PSX PUT PHILLIPS 66 Energy 34,800.0 $5.9M 0.01% +31K +894.3% $169.05 +43.7%
799 WTRG ESSENTIAL UTILS INC Utilities 153,300.0 $5.9M 0.01% +78K +104.6% $38.31 +4.9%
800 LUV CALL SOUTHWEST AIRLS CO Industrials 114,200.0 $5.9M 0.01% +104K +1008.7% $51.42 -21.5%
Page 40 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%