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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 42 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PCAR CALL PACCAR INC Industrials 1,900.0 $228K NEW $120.12 +9.1%
822 ITIC INVESTORS TITLE CO NC Financial Services 829.0 $227K NEW $273.68 +5.7%
823 AUGO CALL AURA MINERALS INC Basic Materials 3,600.0 $227K NEW $62.95 +38.6%
824 VRSN CALL VERISIGN INC Technology 900.0 $226K NEW $251.56 +12.0%
825 WING CALL WINGSTOP INC Consumer Cyclical 1,300.0 $225K NEW $173.41 -33.4%
826 GSK CALL GSK PLC Healthcare 4,300.0 $225K NEW $52.42 -0.0%
827 CALL SPIRE GLOBAL INC 12,100.0 $225K NEW $18.60
828 FDN FIRST TR EXCHANGE-TRADED FD 850.0 $225K NEW $264.72 +8.3%
829 NTNX PUT NUTANIX INC Technology 4,400.0 $224K NEW $50.96 +32.7%
830 VTV THERAPEUTICS INC 5,947.0 $224K NEW $37.65
831 PUT HONEYWELL INTL INC 1,000.0 $224K NEW $223.90
832 LQDA CALL LIQUIDIA CORPORATION Healthcare 2,800.0 $223K NEW $79.73 -13.9%
833 MED MEDIFAST INC Consumer Cyclical 20,999.0 $223K NEW $10.61 +12.6%
834 HBM PUT HUDBAY MINERALS INC Basic Materials 9,400.0 $222K NEW $23.61 +27.3%
835 PUT HONEYWELL AEROSPACE INC 1,000.0 $221K NEW $221.08
836 STT CALL STATE STR CORP Financial Services 1,300.0 $220K NEW $169.60 +10.3%
837 SHLS CALL SHOALS TECHNOLOGIES GROUP IN Energy 22,000.0 $218K NEW $9.90 -28.3%
838 GSK PUT GSK PLC Healthcare 4,100.0 $215K NEW $52.42 -0.0%
839 ELPC COMPANHIA PARANAENSE DE ENER Utilities 18,324.0 $213K NEW $11.65 -5.5%
840 RSG CALL REPUBLIC SVCS INC Industrials 1,000.0 $213K NEW $213.08 +3.6%
Page 42 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%