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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 45 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RL PUT RALPH LAUREN CORP Consumer Cyclical 400.0 $161K NEW $401.41 -5.8%
882 MTCH CALL MATCH GROUP INC NEW Communication Services 4,200.0 $160K NEW $38.05 +1.7%
883 MTCH PUT MATCH GROUP INC NEW Communication Services 4,200.0 $160K NEW $38.05 +1.7%
884 PUT APTIV PLC 2,600.0 $160K NEW $61.38
885 BOTZ GLOBAL X FDS 4,191.0 $159K NEW $37.94 -3.7%
886 CASY CALL CASEYS GEN STORES INC Consumer Cyclical 200.0 $159K NEW $794.79 +7.6%
887 CASY PUT CASEYS GEN STORES INC Consumer Cyclical 200.0 $159K NEW $794.79 +7.6%
888 LAND GLADSTONE LD CORP Real Estate 18,458.0 $157K NEW $8.53 -3.5%
889 VRSN PUT VERISIGN INC Technology 600.0 $151K NEW $251.56 +10.0%
890 CSPI CSP INC Technology 18,945.0 $150K NEW $7.94 -8.2%
891 MEI PUT METHODE ELECTRS INC Technology 7,900.0 $150K NEW $18.97 -15.6%
892 HNGE PUT HINGE HEALTH INC Healthcare 1,800.0 $149K NEW $83.00 +6.3%
893 AMLX CALL AMYLYX PHARMACEUTICALS INC Healthcare 8,200.0 $147K NEW $17.96 +95.5%
894 ARQ INC 57,582.0 $147K NEW $2.55
895 PUT SKEENA RES LTD NEW 5,500.0 $147K NEW $26.66
896 PLNT PUT PLANET FITNESS MASTER ISSUER Consumer Cyclical 2,800.0 $146K NEW $52.17 +2.3%
897 RVSB RIVERVIEW BANCORP INC Financial Services 26,827.0 $146K NEW $5.43 -5.3%
898 CALL CMB.TECH NV 10,400.0 $145K NEW $13.99
899 UUUU ENERGY FUELS INC Energy 10,000.0 $145K NEW $14.50 -2.8%
900 D. BORAL ARC ACQ I CORP. 80,000.0 $145K NEW $1.81
Page 45 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%