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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 53 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MSI PUT MOTOROLA SOLUTIONS INC Technology 5,500.0 $2.3M 0.00% +5K +1000.0% $415.29 +13.9%
1042 PAM PAMPA ENERGIA SA Utilities 27,787.0 $2.3M 0.00% +267.0 +1.0% $82.13 -3.5%
1043 AZN CALL ASTRAZENECA PLC Healthcare 11,850.0 $2.2M 0.00% +800.0 +7.2% $189.62 -13.6%
1044 MLAB MESA LABS INC Technology 22,514.0 $2.2M 0.00% +6K +38.0% $99.55 +13.5%
1045 TRIP CALL TRIPADVISOR INC Consumer Cyclical 162,900.0 $2.2M 0.00% +96K +142.4% $13.71 -24.8%
1046 POOL CALL POOL CORP Industrials 10,300.0 $2.2M 0.00% +2K +30.4% $214.90 -9.6%
1047 MRAM EVERSPIN TECHNOLOGIES INC Technology 91,452.0 $2.2M 0.00% +55K +149.4% $24.18 -26.1%
1048 ABX ABACUS GLOBAL MGMT INC Financial Services 206,298.0 $2.2M 0.00% +144K +233.0% $10.71 -13.5%
1049 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 464,206.0 $2.2M 0.00% +159K +51.9% $4.74 +9.4%
1050 AFL PUT AFLAC INC Financial Services 18,700.0 $2.2M 0.00% +10K +128.1% $117.25 +2.4%
1051 Z PUT ZILLOW GROUP INC Communication Services 68,700.0 $2.2M 0.00% +37K +119.5% $31.52 +14.2%
1052 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 65,900.0 $2.2M 0.00% +51K +339.3% $32.73 -4.5%
1053 TWLO PUT TWILIO INC Communication Services 10,400.0 $2.1M 0.00% +3K +38.7% $206.33 +11.8%
1054 SANM CALL SANMINA CORP Technology 8,400.0 $2.1M 0.00% +6K +342.1% $253.08 -23.4%
1055 WMK WEIS MKTS INC Consumer Defensive 27,135.0 $2.1M 0.00% +7K +35.3% $78.31 -9.1%
1056 CRNT CERAGON NETWORKS LTD Technology 813,929.0 $2.1M 0.00% +774K +1929.8% $2.59 -18.7%
1057 UCTT PUT ULTRA CLEAN HLDGS INC Technology 14,700.0 $2.1M 0.00% +6K +59.8% $142.59 -44.7%
1058 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 16,900.0 $2.1M 0.00% +9K +113.9% $123.05 +47.4%
1059 POOL PUT POOL CORP Industrials 9,600.0 $2.1M 0.00% +4K +71.4% $214.90 -9.6%
1060 ODC OIL DRI CORP AMER Basic Materials 20,118.0 $2.1M 0.00% +12K +151.0% $102.21 -9.8%
Page 53 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%