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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 37 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 OSS PUT ONE STOP SYS INC Technology 21,500.0 $391K NEW $18.18 -37.3%
722 VKTX PUT VIKING THERAPEUTICS INC Healthcare 10,000.0 $390K NEW $39.01 -11.9%
723 ATLC ATLANTICUS HOLDINGS CORP Financial Services 3,809.0 $389K NEW $102.25 -8.4%
724 YSWY YESWAY INC 19,161.0 $389K NEW $20.30 +21.3%
725 WISE GROUP PLC 32,515.0 $387K NEW $11.91
726 NIO PUT NIO INC Consumer Cyclical 76,500.0 $387K NEW $5.06 -10.5%
727 SANM PUT SANMINA CORP Technology 1,500.0 $380K NEW $253.08 -24.6%
728 WYFI PUT WHITEFIBER INC Technology 9,700.0 $377K NEW $38.85 -45.5%
729 CPRI PUT CAPRI HOLDINGS LIMITED Consumer Cyclical 20,100.0 $373K NEW $18.57 -25.8%
730 WAFD WAFD INC Financial Services 9,690.0 $372K NEW $38.37 -4.5%
731 MXCT MAXCYTE INC Healthcare 299,853.0 $369K NEW $1.23 +12.2%
732 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 7,273.0 $364K NEW $50.03 -18.0%
733 PXED PHOENIX ED PARTNERS INC Consumer Defensive 11,075.0 $364K NEW $32.85 -14.4%
734 RELY CALL REMITLY GLOBAL INC Technology 16,200.0 $363K NEW $22.41 +10.3%
735 ICHR CALL ICHOR HOLDINGS Technology 3,200.0 $359K NEW $112.28 -47.6%
736 MTRN CALL MATERION CORP Basic Materials 1,200.0 $357K NEW $297.39 -21.7%
737 CORT CALL CORCEPT THERAPEUTICS INC Healthcare 4,100.0 $356K NEW $86.95 +39.2%
738 PUT SMURFIT WESTROCK PLC 7,700.0 $356K NEW $46.26
739 PAL PROFICIENT AUTO LOGISTICS IN Industrials 52,238.0 $356K NEW $6.81 -23.5%
740 TGTX PUT TG THERAPEUTICS INC Healthcare 6,400.0 $352K NEW $54.94 -8.0%
Page 37 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%