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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 23 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ADNT ADIENT PLC Consumer Cyclical 94,007.0 $1.7M 0.00% NEW $18.38 +6.8%
442 SAP PUT SAP SE Technology 11,200.0 $1.7M 0.00% NEW $154.11 +39.9%
443 COSO COASTALSOUTH BANCSHARES INC Financial Services 63,549.0 $1.7M 0.00% NEW $26.85 +0.6%
444 BAND PUT BANDWIDTH INC Technology 26,900.0 $1.7M 0.00% NEW $63.30 -17.4%
445 NEWSMAX INC 205,413.0 $1.7M 0.00% NEW $8.28
446 AZTA AZENTA INC Healthcare 66,558.0 $1.7M 0.00% NEW $25.52 +39.6%
447 VNQ CALL VANGUARD INDEX FDS 17,600.0 $1.7M 0.00% NEW $96.43 +2.3%
448 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 11,910.0 $1.7M 0.00% NEW $142.41 -10.4%
449 PENG CALL PENGUIN SOLUTIONS INC Technology 22,300.0 $1.7M 0.00% NEW $76.01 -30.3%
450 NPK NATIONAL PRESTO INDS INC Industrials 13,477.0 $1.7M 0.00% NEW $124.99 +18.4%
451 PUT ETORO GROUP LTD 42,600.0 $1.7M 0.00% NEW $39.47
452 WGO WINNEBAGO INDS INC Consumer Cyclical 53,443.0 $1.7M 0.00% NEW $31.24 +5.2%
453 OVV CALL OVINTIV INC Energy 31,500.0 $1.7M 0.00% NEW $52.65 +24.5%
454 SYY CALL SYSCO CORP Consumer Defensive 19,800.0 $1.7M 0.00% NEW $83.58 -1.3%
455 PATHWARD FINANCIAL INC 18,980.0 $1.7M 0.00% NEW $87.06
456 IXC ISHARES TR 33,590.0 $1.7M 0.00% NEW $49.13 +18.3%
457 CTVA PUT CORTEVA INC Basic Materials 19,400.0 $1.6M 0.00% NEW $84.69 -7.2%
458 ETON PHARMACEUTICALS INC 44,918.0 $1.6M 0.00% NEW $36.20
459 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 19,111.0 $1.6M 0.00% NEW $84.79 -7.0%
460 KDEF EXCHANGE LISTED FDS TR 40,000.0 $1.6M 0.00% NEW $40.50 +9.4%
Page 23 of 54  ·  1,078 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%