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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 30 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SR SPIRE INC Utilities 11,664.0 $911K 0.00% NEW $78.09 +3.6%
582 DAC DANAOS CORPORATION Industrials 7,416.0 $907K 0.00% NEW $122.37 +22.4%
583 COPX GLOBAL X FDS 11,500.0 $885K 0.00% NEW $76.97 +22.9%
584 TRGP PUT TARGA RES CORP Energy 3,300.0 $885K 0.00% NEW $268.14 +11.5%
585 IESC PUT IES HOLDINGS INC Industrials 1,200.0 $882K 0.00% NEW $734.66 -6.8%
586 RUSHB RUSH ENTERPRISES INC 11,455.0 $876K 0.00% NEW $76.50
587 AMP PUT AMERIPRISE FINL INC Financial Services 1,900.0 $872K 0.00% NEW $458.76 +21.1%
588 JCAP JEFFERSON CAPITAL INC Financial Services 44,736.0 $871K 0.00% NEW $19.47 +14.5%
589 CXDO CREXENDO INC Communication Services 116,581.0 $871K 0.00% NEW $7.47 -14.5%
590 ECL PUT ECOLAB INC Basic Materials 3,100.0 $864K 0.00% NEW $278.61 +1.1%
591 DINO PUT HF SINCLAIR CORP Energy 12,300.0 $857K 0.00% NEW $69.65 +39.7%
592 AJG CALL GALLAGHER ARTHUR J & CO Financial Services 3,700.0 $849K 0.00% NEW $229.57 +14.9%
593 IRT INDEPENDENCE RLTY TR INC Real Estate 50,594.0 $844K 0.00% NEW $16.69 -0.6%
594 CORN TEUCRIUM COMMODITY TR Financial Services 50,000.0 $838K 0.00% NEW $16.75 +13.5%
595 LNC CALL LINCOLN NATL CORP IND Financial Services 23,400.0 $827K 0.00% NEW $35.35 +19.2%
596 CALL KLARNA GROUP PLC 40,800.0 $826K 0.00% NEW $20.24
597 BEN PUT FRANKLIN RESOURCES INC Financial Services 24,800.0 $825K 0.00% NEW $33.27 +3.1%
598 AISP AIRSHIP AI HLDGS INC Technology 344,657.0 $824K 0.00% NEW $2.39 -10.0%
599 KDEF PUT EXCHANGE LISTED FDS TR 20,000.0 $810K 0.00% NEW $40.50 +1.6%
600 OVV PUT OVINTIV INC Energy 15,300.0 $806K 0.00% NEW $52.65 +26.9%
Page 30 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%