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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 47 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HSY PUT HERSHEY CO Consumer Defensive 21,400.0 $3.8M 0.00% +20K +1026.3% $175.45 +8.3%
922 RXST RXSIGHT INC Healthcare 778,252.0 $3.8M 0.00% +45K +6.1% $4.82 +26.9%
923 INOD CALL INNODATA INC Technology 49,600.0 $3.7M 0.00% +10K +23.7% $75.58 -18.4%
924 IHI PUT ISHARES TR 75,700.0 $3.7M 0.00% +26K +52.0% $49.41 +14.2%
925 CG PUT CARLYLE GROUP INC Financial Services 88,800.0 $3.7M 0.00% +84K +1712.2% $42.11 +15.7%
926 TPL PUT TEXAS PACIFIC LAND CORPORATI Energy 8,500.0 $3.7M 0.00% +600.0 +7.6% $437.64 -10.4%
927 BNS CALL BANK NOVA SCOTIA B C Financial Services 42,800.0 $3.7M 0.00% +18K +76.1% $86.84 -0.9%
928 CLX CALL CLOROX CO DEL Consumer Defensive 38,900.0 $3.7M 0.00% +31K +398.7% $95.44 +12.2%
929 MGRC MCGRATH RENTCORP Industrials 30,552.0 $3.7M 0.00% +20K +181.4% $121.03 -2.9%
930 CSR CENTERSPACE Real Estate 65,712.0 $3.7M 0.00% +57K +664.3% $56.19 -3.8%
931 MNDY PUT MONDAY COM LTD Technology 50,500.0 $3.7M 0.00% +23K +83.6% $72.39 +26.2%
932 UAA PUT UNDER ARMOUR INC Consumer Cyclical 571,200.0 $3.6M 0.00% +62K +12.1% $6.39 -19.2%
933 TMC TMC THE METALS COMPANY INC Basic Materials 822,415.0 $3.6M 0.00% +660K +407.8% $4.43 -13.5%
934 GGB GERDAU SA Basic Materials 897,585.0 $3.6M 0.00% +17K +1.9% $4.04 +7.2%
935 DASH CALL DOORDASH INC Communication Services 19,600.0 $3.6M 0.00% +10K +96.0% $184.53 +19.7%
936 CG CALL CARLYLE GROUP INC Financial Services 85,300.0 $3.6M 0.00% +78K +1052.7% $42.11 +15.7%
937 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 105,200.0 $3.6M 0.00% +27K +34.5% $33.88 +10.0%
938 MP PUT MP MATERIALS CORP Basic Materials 63,100.0 $3.5M 0.00% +16K +34.0% $56.01 -4.6%
939 OWL PUT BLUE OWL CAPITAL INC Financial Services 399,400.0 $3.5M 0.00% +219K +121.5% $8.75 +31.3%
940 PRAA PRA GROUP INC Financial Services 183,528.0 $3.5M 0.00% +162K +760.9% $18.99 -2.5%
Page 47 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 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%