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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 34 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CALL SKEENA RES LTD NEW 20,300.0 $541K 0.00% NEW $26.66
662 FFIV PUT F5 INC Technology 1,300.0 $541K 0.00% NEW $415.96 -7.5%
663 PUT HYCROFT MINING HOLDING CORP 23,100.0 $541K 0.00% NEW $23.40
664 OLPX OLAPLEX HLDGS INC Consumer Cyclical 263,595.0 $540K 0.00% NEW $2.05 +1.0%
665 YOU CALL CLEAR SECURE INC Technology 9,600.0 $535K 0.00% NEW $55.73 -22.3%
666 BHP CALL BHP BILLITON LIMITED Basic Materials 6,400.0 $533K 0.00% NEW $83.31 +16.5%
667 ELA ENVELA CORP Consumer Cyclical 18,086.0 $522K 0.00% NEW $28.88 -51.1%
668 RL CALL RALPH LAUREN CORP Consumer Cyclical 1,300.0 $522K 0.00% NEW $401.41 -7.2%
669 CORT PUT CORCEPT THERAPEUTICS INC Healthcare 6,000.0 $522K 0.00% NEW $86.95 +40.6%
670 TSN CALL TYSON FOODS INC Consumer Defensive 9,100.0 $521K 0.00% NEW $57.25 +2.1%
671 NOBL PUT PROSHARES TR 9,000.0 $505K 0.00% NEW $56.16 +4.6%
672 EBAY EBAY INC. Consumer Cyclical 4,500.0 $503K 0.00% NEW $111.75 -6.8%
673 OPRT OPORTUN FINL CORP Financial Services 87,833.0 $502K 0.00% NEW $5.71 +31.3%
674 COMP PUT COMPASS INC Technology 39,700.0 $490K 0.00% NEW $12.33 -4.7%
675 APC ARKO PETE CORP Energy 25,924.0 $489K 0.00% NEW $18.85 -2.4%
676 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 1,300.0 $488K 0.00% NEW $375.32 -15.0%
677 PBF CALL PBF ENERGY INC Energy 10,500.0 $478K 0.00% NEW $45.52 +61.5%
678 BRIGHTSTAR LOTTERY PLC 44,476.0 $477K 0.00% NEW $10.72
679 RBCAA REPUBLIC BANCORP INC KY Financial Services 5,261.0 $476K 0.00% NEW $90.43 +4.3%
680 PTLO PORTILLOS INC Consumer Cyclical 99,887.0 $473K 0.00% NEW $4.74 +4.9%
Page 34 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%