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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 42 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SMITHFIELD FOODS INC 218,089.0 $5.3M 0.01% +74K +51.4% $24.26
822 OVID OVID THERAPEUTICS INC Healthcare 1,945,727.0 $5.2M 0.01% +625K +47.3% $2.69 +4.1%
823 SVC SERVICE PPTYS TR Real Estate 3,087,999.0 $5.2M 0.01% +2.9M +1373.5% $1.69 +377.5%
824 ASTE ASTEC INDS INC Industrials 85,060.0 $5.2M 0.01% +32K +60.8% $61.19 -28.8%
825 CALL GALAXY DIGITAL INC. 190,200.0 $5.2M 0.01% +46K +32.4% $27.34
826 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 14,000.0 $5.2M 0.01% +500.0 +3.7% $370.59 -3.8%
827 INDA PUT ISHARES TR 104,800.0 $5.2M 0.01% +99K +1805.5% $49.39 +0.5%
828 AI C3 AI INC Technology 568,406.0 $5.2M 0.01% +345K +153.9% $9.09 +13.3%
829 CF PUT CF INDUSTRIES HOLD Basic Materials 47,700.0 $5.2M 0.01% +34K +253.3% $108.26 +19.7%
830 UBS PUT UBS GROUP AG Financial Services 104,100.0 $5.2M 0.01% +42K +68.5% $49.56 +7.5%
831 WF WOORI FINL GROUP INC Financial Services 89,789.0 $5.2M 0.01% +69K +337.8% $57.40 +19.2%
832 LMND PUT LEMONADE INC Financial Services 78,900.0 $5.1M 0.01% +68K +630.6% $65.05 -18.0%
833 VST CALL VISTRA CORP Utilities 31,900.0 $5.1M 0.01% +7K +26.6% $158.63 -14.1%
834 EWT CALL ISHARES INC 46,500.0 $5.1M 0.01% +37K +389.5% $108.61 -4.0%
835 UHAL U HAUL HOLDING COMPANY 77,151.0 $5.0M 0.01% +50K +179.3% $65.44
836 HSY CALL HERSHEY CO Consumer Defensive 28,700.0 $5.0M 0.01% +27K +1410.5% $175.45 +6.3%
837 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 11,500.0 $5.0M 0.01% +1K +11.7% $437.64 -12.3%
838 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 20,700.0 $5.0M 0.01% +16K +381.4% $242.67 +23.9%
839 WIX PUT WIX COM LTD Technology 110,600.0 $5.0M 0.01% +56K +101.1% $45.37 +80.9%
840 XHB SPDR SERIES TRUST 43,299.0 $5.0M 0.01% +38K +766.0% $115.56 -7.8%
Page 42 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%