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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 44 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 DAL PUT DELTA AIR LINES INC Industrials 49,000.0 $4.6M 0.01% +10K +26.6% $93.66 -12.0%
862 AUGO AURA MINERALS INC Basic Materials 72,893.0 $4.6M 0.01% +61K +532.2% $62.95 +38.6%
863 GREK GLOBAL X FDS 60,666.0 $4.6M 0.01% +54K +810.1% $75.50 +11.9%
864 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 1,075,535.0 $4.6M 0.01% +950K +758.8% $4.25 -35.3%
865 ZTS PUT ZOETIS INC Healthcare 63,500.0 $4.6M 0.01% +58K +994.8% $71.86 +8.2%
866 ESAB ESAB CORPORATION Industrials 45,994.0 $4.5M 0.01% +2K +4.2% $98.63 -17.5%
867 HUM PUT HUMANA INC Healthcare 11,400.0 $4.5M 0.01% +300.0 +2.7% $397.22 -4.6%
868 COF PUT CAPITAL ONE FINL CORP Financial Services 22,400.0 $4.5M 0.01% +13K +128.6% $200.62 +8.6%
869 HCA PUT HCA HEALTHCARE INC Healthcare 11,500.0 $4.5M 0.01% +2K +15.0% $389.89 +10.1%
870 WT WISDOMTREE INC Financial Services 264,070.0 $4.5M 0.01% +75K +39.4% $16.94 +38.8%
871 TRV PUT TRAVELERS COMPANIES INC Financial Services 13,500.0 $4.5M 0.01% +12K +650.0% $330.12 +10.1%
872 CMCSA PUT COMCAST CORP NEW Communication Services 181,500.0 $4.5M 0.01% +106K +142.0% $24.55 +9.4%
873 NOMD NOMAD FOODS LTD Consumer Defensive 404,970.0 $4.4M 0.01% +316K +353.2% $10.95 +7.9%
874 PNC PUT PNC FINL SVCS GROUP INC Financial Services 18,000.0 $4.4M 0.01% +300.0 +1.7% $246.22 -1.3%
875 MSI CALL MOTOROLA SOLUTIONS INC Technology 10,600.0 $4.4M 0.01% +9K +430.0% $415.29 +15.7%
876 PUT DAVE INC 11,700.0 $4.4M 0.01% +200.0 +1.7% $372.59
877 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 171,600.0 $4.3M 0.01% +70K +69.7% $25.26 +3.6%
878 CALL ETORO GROUP LTD 109,800.0 $4.3M 0.01% +62K +130.2% $39.47
879 KMI CALL KINDER MORGAN INC DEL Energy 135,200.0 $4.3M 0.01% +18K +15.8% $31.97 -3.1%
880 NUE PUT NUCOR CORP Basic Materials 19,400.0 $4.3M 0.01% +4K +28.5% $222.75 +9.4%
Page 44 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%