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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 47 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 26,900.0 $124K NEW $4.62 -23.3%
922 SAP CALL SAP SE Technology 800.0 $123K NEW $154.11 +40.6%
923 PTON CALL PELOTON INTERACTIVE INC Consumer Cyclical 20,800.0 $123K NEW $5.91 -7.9%
924 SPXC CALL SPX TECHNOLOGIES INC Industrials 500.0 $123K NEW $245.17 -15.4%
925 NIU NIU TECHNOLOGIES Consumer Cyclical 60,145.0 $121K NEW $2.01 +3.7%
926 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 300.0 $121K NEW $401.84 +0.4%
927 BDRY AMPLIFY COMMODITY TRUST Financial Services 10,000.0 $119K NEW $11.87 +16.3%
928 SHREYA ACQUISITION GROUP 11,800.0 $117K NEW $9.89
929 KOPN CALL KOPIN CORP Technology 26,000.0 $116K NEW $4.48 +9.0%
930 HAS PUT HASBRO INC Consumer Cyclical 1,400.0 $116K NEW $82.59 +13.5%
931 SATL CALL SATELLOGIC INC Technology 18,500.0 $106K NEW $5.72 -3.2%
932 VFH CALL VANGUARD WORLD FD 800.0 $105K NEW $131.60 +7.2%
933 HF FOODS GROUP INC 74,477.0 $105K NEW $1.41
934 VICI PUT VICI PPTYS INC Real Estate 3,700.0 $98K NEW $26.55 -0.8%
935 AVT PUT AVNET INC Technology 1,100.0 $98K NEW $88.82 +0.7%
936 AGL PUT AGILON HEALTH INC Healthcare 900.0 $96K NEW $107.18 -12.2%
937 INDI CALL INDIE SEMICONDUCTOR INC Technology 21,400.0 $96K NEW $4.49 -10.1%
938 BALL PUT BALL CORP Consumer Cyclical 1,500.0 $94K NEW $62.40 +0.8%
939 GREENFIRE RES LTD NEW 16,446.0 $93K NEW $5.65
940 NIO CALL NIO INC Consumer Cyclical 18,300.0 $93K NEW $5.06 -9.5%
Page 47 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%