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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 24 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BVS BIOVENTUS INC Healthcare 169,713.0 $1.6M 0.00% NEW $9.44 +51.5%
462 IYE ISHARES TR 27,904.0 $1.6M 0.00% NEW $56.59 +19.8%
463 LOB LIVE OAK BANCSHARES INC Financial Services 38,616.0 $1.6M 0.00% NEW $40.84 -0.7%
464 UMAC PUT UNUSUAL MACHS INC Financial Services 70,000.0 $1.6M 0.00% NEW $22.30 +15.2%
465 BBY PUT BEST BUY INC Consumer Cyclical 20,300.0 $1.5M 0.00% NEW $75.88 +13.8%
466 XRX XEROX HOLDINGS CORP Technology 491,602.0 $1.5M 0.00% NEW $3.13 -9.0%
467 FVCB FVCBANKCORP INC Financial Services 87,617.0 $1.5M 0.00% NEW $17.50 +5.5%
468 SPRB SPRUCE BIOSCIENCES INC Healthcare 28,278.0 $1.5M 0.00% NEW $54.00 -4.8%
469 IMMR IMMERSION CORP Technology 224,693.0 $1.5M 0.00% NEW $6.77 +14.3%
470 GRRR CALL GORILLA TECHNOLOGY GROUP INC Technology 76,500.0 $1.5M 0.00% NEW $19.88 -23.0%
471 WEST WESTROCK COFFEE CO Consumer Defensive 186,642.0 $1.5M 0.00% NEW $8.11 +6.8%
472 CMPX COMPASS THERAPEUTICS INC Healthcare 686,577.0 $1.5M 0.00% NEW $2.19 +7.8%
473 NTAP PUT NETAPP INC Technology 9,700.0 $1.5M 0.00% NEW $154.76 +26.5%
474 PKBK PARKE BANCORP INC Financial Services 44,848.0 $1.5M 0.00% NEW $33.16 +2.7%
475 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 13,300.0 $1.5M 0.00% NEW $111.31 +26.5%
476 VLUE PUT ISHARES TR 7,400.0 $1.5M 0.00% NEW $199.81 +1.0%
477 CBAN COLONY BANKCORP INC Financial Services 73,534.0 $1.5M 0.00% NEW $20.09 +6.1%
478 PR CALL PERMIAN RESOURCES CORP Energy 79,900.0 $1.5M 0.00% NEW $18.41 +28.8%
479 STLD CALL STEEL DYNAMICS INC Basic Materials 6,400.0 $1.5M 0.00% NEW $229.46 -3.8%
480 LNN LINDSAY CORP Industrials 11,570.0 $1.4M 0.00% NEW $123.80 -5.9%
Page 24 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%