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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 43 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FLEX PUT FLEX LTD Technology 30,800.0 $5.0M 0.01% +20K +196.2% $162.07 -31.9%
842 JETS CALL ETF SER SOLUTIONS 150,000.0 $5.0M 0.01% +16K +11.9% $33.22 -11.0%
843 SFL SFL CORPORATION LTD Industrials 487,348.0 $5.0M 0.01% +399K +451.8% $10.20 +21.5%
844 AGRO ADECOAGRO S A Consumer Defensive 519,039.0 $5.0M 0.01% +421K +429.0% $9.55 +15.9%
845 CALL TECHNIPFMC PLC 74,600.0 $4.9M 0.01% +69K +1281.5% $66.30
846 FLNC CALL FLUENCE ENERGY INC Utilities 248,200.0 $4.9M 0.01% +32K +14.6% $19.88 -43.0%
847 NG NOVAGOLD RESOURCES INC Basic Materials 826,287.0 $4.9M 0.01% +320K +63.3% $5.97 +46.1%
848 FCF FIRST COMWLTH FINL CORP PA Financial Services 241,676.0 $4.9M 0.01% +117K +93.8% $20.33 +3.7%
849 USB CALL US BANCORP Financial Services 81,000.0 $4.9M 0.01% +54K +201.1% $60.40 +2.7%
850 SWBI SMITH & WESSON BRANDS INC Industrials 324,653.0 $4.9M 0.01% +188K +137.2% $15.04 -6.2%
851 AEVA CALL AEVA TECHNOLOGIES INC Consumer Cyclical 169,300.0 $4.9M 0.01% +39K +30.1% $28.72 -36.3%
852 PUT GALAXY DIGITAL INC. 176,900.0 $4.8M 0.01% +28K +19.2% $27.34
853 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 303,600.0 $4.8M 0.01% +109K +56.3% $15.87 -28.4%
854 NAT NORDIC AMERICAN TANKERS LIMI Industrials 869,477.0 $4.8M 0.01% +15K +1.8% $5.54 +25.8%
855 SJM PUT SMUCKER J M CO Consumer Defensive 42,600.0 $4.8M 0.01% +40K +1421.4% $112.50 +10.5%
856 DHT CALL DHT HOLDINGS INC Energy 289,500.0 $4.8M 0.01% +55K +23.6% $16.53 +19.9%
857 STLA PUT STELLANTIS N.V Consumer Cyclical 821,400.0 $4.7M 0.01% +558K +211.5% $5.74 -5.7%
858 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 13,400.0 $4.7M 0.01% +5K +63.4% $350.07 -9.7%
859 DAL CALL DELTA AIR LINES INC Industrials 50,000.0 $4.7M 0.01% +14K +40.5% $93.66 -12.0%
860 CI PUT THE CIGNA GROUP Healthcare 16,700.0 $4.6M 0.01% +11K +193.0% $275.68 +0.7%
Page 43 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%