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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 41 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 VXUS PUT VANGUARD STAR FDS 68,300.0 $5.8M 0.01% +6K +9.3% $85.49 +2.6%
802 DG PUT DOLLAR GEN CORP Consumer Defensive 50,600.0 $5.8M 0.01% +5K +11.2% $115.11 +7.2%
803 KRUS KURA SUSHI USA INC Consumer Cyclical 100,991.0 $5.8M 0.01% +77K +322.7% $57.56 -16.0%
804 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 131,806.0 $5.8M 0.01% +66K +100.3% $43.75 -4.9%
805 ON CALL ON SEMICONDUCTOR CORP Technology 60,900.0 $5.8M 0.01% +36K +149.6% $94.54 -21.5%
806 NU CALL NU HLDGS LTD Financial Services 427,500.0 $5.7M 0.01% +300K +234.5% $13.36 +9.1%
807 ACDC PROFRAC HLDG CORP Energy 982,370.0 $5.7M 0.01% +593K +152.6% $5.81 -16.9%
808 UAA UNDER ARMOUR INC Consumer Cyclical 887,645.0 $5.7M 0.01% +582K +190.3% $6.39 -15.6%
809 HIGHLANDER SILVER CORP 1,201,508.0 $5.6M 0.01% +1.1M +1241.7% $4.69
810 ALB PUT ALBEMARLE CORP Basic Materials 41,700.0 $5.6M 0.01% +8K +24.9% $135.03 +6.1%
811 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 1,069,645.0 $5.6M 0.01% +567K +112.7% $5.24 -20.8%
812 FRO CALL FRONTLINE PLC Energy 159,300.0 $5.5M 0.01% +88K +123.4% $34.79 +25.5%
813 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 302,400.0 $5.5M 0.01% +157K +108.5% $18.07 -23.5%
814 AI PUT C3 AI INC Technology 598,500.0 $5.4M 0.01% +187K +45.3% $9.09 +13.3%
815 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 49,300.0 $5.4M 0.01% +36K +279.2% $109.77 -0.4%
816 MTZ PUT MASTEC INC Industrials 13,000.0 $5.4M 0.01% +7K +106.3% $416.06 -36.0%
817 USB PUT US BANCORP Financial Services 89,500.0 $5.4M 0.01% +18K +25.0% $60.40 +2.7%
818 TROW CALL PRICE T ROWE GROUP INC Financial Services 47,400.0 $5.4M 0.01% +20K +76.2% $113.69 -1.9%
819 REPX RILEY EXPLORATION PERMIAN IN Energy 160,994.0 $5.3M 0.01% +55K +51.8% $32.96 +15.8%
820 PAY PAYMENTUS HOLDINGS INC Technology 219,407.0 $5.3M 0.01% +48K +27.8% $24.16 +65.6%
Page 41 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%