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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 55 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CERIBELL INC 96,251.0 $1.9M 0.00% +19K +23.8% $19.45
1082 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 34,000.0 $1.9M 0.00% +30K +844.4% $54.62 +25.1%
1083 COKE PUT COCA COLA CONS INC Consumer Defensive 9,700.0 $1.9M 0.00% +9K +781.8% $190.92 -1.2%
1084 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 7,000.0 $1.8M 0.00% +4K +118.8% $263.26 +39.2%
1085 ASYS AMTECH SYS INC Technology 79,684.0 $1.8M 0.00% +50K +167.8% $23.08 -26.9%
1086 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 57,800.0 $1.8M 0.00% +42K +265.8% $31.61 +9.8%
1087 PVH PUT PVH CORPORATION Consumer Cyclical 24,600.0 $1.8M 0.00% +14K +143.6% $74.26 +6.0%
1088 PPTA CALL PERPETUA RESOURCES CORP Basic Materials 87,900.0 $1.8M 0.00% +22K +32.8% $20.76 +14.6%
1089 SEZL CALL SEZZLE INC Financial Services 10,600.0 $1.8M 0.00% +7K +165.0% $171.63 -31.7%
1090 VREX VAREX IMAGING CORP Healthcare 173,680.0 $1.8M 0.00% +106K +158.5% $10.43 +77.0%
1091 LAD CALL LITHIA MTRS INC Consumer Cyclical 6,200.0 $1.8M 0.00% +5K +313.3% $290.49 +22.7%
1092 FIVE CALL FIVE BELOW INC Consumer Cyclical 10,000.0 $1.8M 0.00% +4K +69.5% $179.79 +32.7%
1093 NAVI NAVIENT CORPORATION Financial Services 210,351.0 $1.8M 0.00% +39K +22.7% $8.51 +5.8%
1094 RNGR RANGER ENERGY SVCS INC Energy 111,798.0 $1.8M 0.00% +24K +28.0% $16.01 +9.6%
1095 TK TEEKAY CORPORATION LTD Energy 178,769.0 $1.8M 0.00% +37K +25.8% $10.00 +29.7%
1096 DIGI PWR X INC 326,685.0 $1.8M 0.00% +174K +113.5% $5.45
1097 VMD VIEMED HEALTHCARE INC Healthcare 155,842.0 $1.8M 0.00% +26K +20.4% $11.40 -20.0%
1098 GH PUT GUARDANT HEALTH INC Healthcare 11,800.0 $1.8M 0.00% +2K +16.8% $150.03 +6.7%
1099 TRIP PUT TRIPADVISOR INC Consumer Cyclical 128,600.0 $1.8M 0.00% +34K +35.8% $13.71 -25.4%
1100 JAZZ PUT JAZZ PHARMACEUTICALS PLC Healthcare 7,300.0 $1.8M 0.00% +3K +62.2% $240.97 +5.0%
Page 55 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%