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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 51 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WGS CALL GENEDX HOLDINGS CORP Healthcare 38,600.0 $2.6M 0.00% +32K +459.4% $68.65 +16.0%
1002 CCB COASTAL FINL CORP WA Financial Services 34,182.0 $2.6M 0.00% +20K +140.1% $77.51 -38.7%
1003 ENVX PUT ENOVIX CORPORATION Industrials 436,300.0 $2.6M 0.00% +106K +32.1% $6.07 -44.0%
1004 PH CALL PARKER-HANNIFIN CORP Industrials 2,700.0 $2.6M 0.00% +2K +285.7% $978.12 +4.6%
1005 VITL CALL VITAL FARMS INC Consumer Defensive 226,600.0 $2.6M 0.00% +114K +101.1% $11.63 -6.5%
1006 CEPU CENTRAL PUERTO S A Utilities 176,109.0 $2.6M 0.00% +17K +11.0% $14.86 -13.2%
1007 PAAS PUT PAN AMERN SILVER CORP Basic Materials 58,300.0 $2.6M 0.00% +6K +11.7% $44.79 +12.3%
1008 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 85,101.0 $2.6M 0.00% +24K +40.2% $30.61 +29.3%
1009 CSIQ PUT CANADIAN SOLAR INC Energy 161,500.0 $2.6M 0.00% +54K +50.4% $16.02 -1.5%
1010 FIGS FIGS INC Consumer Cyclical 252,691.0 $2.6M 0.00% +12K +5.0% $10.23 +41.6%
1011 FET FORUM ENERGY TECHNOLOGIES IN Energy 50,867.0 $2.6M 0.00% +9K +21.4% $50.23 +62.1%
1012 CART CALL MAPLEBEAR INC Consumer Cyclical 53,800.0 $2.5M 0.00% +23K +73.0% $47.35 +7.0%
1013 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 257,800.0 $2.5M 0.00% +66K +34.3% $9.86 +7.5%
1014 BOYD GROUP SERVICES INC 26,847.0 $2.5M 0.00% +10K +54.8% $94.59
1015 LNG CALL CHENIERE ENERGY INC Energy 10,600.0 $2.5M 0.00% +2K +23.3% $239.01 +14.8%
1016 PSTG CALL EVERPURE INC 32,100.0 $2.5M 0.00% +17K +114.0% $78.79
1017 INOD PUT INNODATA INC Technology 33,100.0 $2.5M 0.00% +3K +10.3% $75.58 -16.9%
1018 PATK PATRICK INDS INC Consumer Cyclical 27,805.0 $2.5M 0.00% +7K +31.1% $89.78 -2.6%
1019 NEXT CALL NEXTDECADE CORP Energy 327,500.0 $2.5M 0.00% +264K +419.8% $7.54 -10.9%
1020 FSLY CALL FASTLY INC Technology 133,500.0 $2.5M 0.00% +104K +357.2% $18.36 +28.9%
Page 51 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%