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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 41 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NTSK PUT NETSKOPE INC Technology 22,500.0 $246K NEW $10.94 +34.4%
802 ITW PUT ILLINOIS TOOL WKS INC Industrials 900.0 $243K NEW $270.47 +5.1%
803 PEBK PEOPLES BANCORP N C INC Financial Services 5,647.0 $243K NEW $43.09 +1.0%
804 BBY CALL BEST BUY INC Consumer Cyclical 3,200.0 $243K NEW $75.88 +17.6%
805 EBMT EAGLE BANCORP MONT INC Financial Services 10,076.0 $241K NEW $23.93 -4.6%
806 VRDN CALL VIRIDIAN THERAPEUTICS INC Healthcare 13,000.0 $239K NEW $18.37 +35.0%
807 MAGS CALL LISTED FDS TR 3,700.0 $238K NEW $64.30 +5.2%
808 STT PUT STATE STR CORP Financial Services 1,400.0 $237K NEW $169.60 +9.6%
809 ROP PUT ROPER TECHNOLOGIES INC Industrials 700.0 $237K NEW $338.39 +20.4%
810 NOBL CALL PROSHARES TR 4,200.0 $236K NEW $56.16 +4.6%
811 VEU CALL VANGUARD INTL EQUITY INDEX F 2,800.0 $234K NEW $83.75 +1.4%
812 TUSK MAMMOTH ENERGY SVCS INC Industrials 72,091.0 $234K NEW $3.25 -5.8%
813 MIRM CALL MIRUM PHARMACEUTICALS INC Healthcare 2,000.0 $234K NEW $117.07 -12.7%
814 NNOX NANO X IMAGING LTD Healthcare 201,844.0 $234K NEW $1.16 -19.8%
815 NAVN PUT NAVAN INC Technology 10,200.0 $233K NEW $22.87 +27.6%
816 CALL DUPONT DE NEMOURS INC 1,716.0 $233K NEW $135.64
817 PUT ALMONTY INDS INC 14,000.0 $232K NEW $16.56
818 CACI PUT CACI INTL INC Technology 500.0 $232K NEW $463.26 +43.0%
819 EAGLEROCK LD LLC 10,864.0 $231K NEW $21.25
820 PPG CALL PPG INDS INC Basic Materials 1,900.0 $230K NEW $121.29 -6.1%
Page 41 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%