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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 60 of 66  ·  1,315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FNKO FUNKO INC Consumer Cyclical 179,233.0 $1.1M 0.00% +153K +593.9% $5.88 +3.6%
1182 AIG PUT AMERICAN INTL GROUP INC Financial Services 14,100.0 $1.1M 0.00% +4K +33.0% $74.53 +1.7%
1183 PUBM PUBMATIC INC Technology 79,362.0 $1.0M 0.00% +57K +255.8% $13.12 +31.6%
1184 IGV ISHARES TR 11,427.0 $1.0M 0.00% +9K +357.1% $90.60 +12.6%
1185 ASST CALL STRIVE INC Communication Services 94,500.0 $1.0M 0.00% +62K +192.6% $10.91 +21.0%
1186 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 7,000.0 $1.0M 0.00% +5K +191.7% $146.11 +5.3%
1187 WMB CALL WILLIAMS COS INC Energy 13,700.0 $1.0M 0.00% +8K +128.3% $74.34 -1.2%
1188 GAU GALIANO GOLD INC Basic Materials 544,289.0 $1.0M 0.00% +12K +2.2% $1.87 +12.9%
1189 ECL CALL ECOLAB INC Basic Materials 3,600.0 $1.0M 0.00% +3K +300.0% $278.61 -1.0%
1190 IAG PUT IAMGOLD CORP Basic Materials 62,600.0 $992K 0.00% +7K +13.4% $15.84 +20.3%
1191 HMY PUT HARMONY GOLD MNG LTD Basic Materials 65,000.0 $989K 0.00% +39K +151.0% $15.21 +31.6%
1192 VKTX CALL VIKING THERAPEUTICS INC Healthcare 25,300.0 $987K 0.00% +6K +33.2% $39.01 -13.8%
1193 SYK CALL STRYKER CORPORATION Healthcare 3,100.0 $976K 0.00% +2K +181.8% $314.84 +5.3%
1194 QTRX QUANTERIX CORP Healthcare 225,653.0 $975K 0.00% +132K +142.0% $4.32 -32.4%
1195 RDW CALL REDWIRE CORPORATION Industrials 78,900.0 $965K 0.00% +21K +36.5% $12.23 +9.6%
1196 SSP SCRIPPS E W CO OHIO Communication Services 348,009.0 $964K 0.00% +152K +77.9% $2.77 +17.7%
1197 PODD CALL INSULET CORP Healthcare 6,300.0 $959K 0.00% +3K +96.9% $152.25 -8.2%
1198 OIS OIL STS INTL INC Energy 118,762.0 $951K 0.00% +48K +68.8% $8.01 +14.4%
1199 AMSF AMERISAFE INC Financial Services 28,026.0 $948K 0.00% +1K +5.0% $33.83 -21.9%
1200 NVAX CALL NOVAVAX INC Healthcare 100,000.0 $942K 0.00% +65K +185.7% $9.42 -14.3%
Page 60 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%