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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 25 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 JEF CALL JEFFERIES FINANCIAL GROUP IN Financial Services 169,500.0 $8.5M 0.01% -83K -32.9% $49.98 +7.1%
482 IEF PUT ISHARES TR 89,300.0 $8.4M 0.01% -158K -64.0% $94.57 -1.3%
483 IONQ CALL IONQ INC Technology 158,300.0 $8.4M 0.01% -41K -20.6% $53.26 -18.6%
484 BUD CALL ANHEUSER BUSCH INBEV SA NV Consumer Defensive 102,300.0 $8.4M 0.01% -9K -7.8% $82.40 -5.2%
485 CALL EXPAND ENERGY CORPORATION 91,300.0 $8.3M 0.01% -20K -17.9% $91.19
486 DHI CALL D R HORTON INC Consumer Cyclical 50,400.0 $8.2M 0.01% -8K -14.0% $162.88 -6.8%
487 RKLB CALL ROCKET LAB CORP Industrials 80,700.0 $8.2M 0.01% -82K -50.5% $101.65 -25.4%
488 SIL CALL GLOBAL X FDS 105,200.0 $8.1M 0.01% -245K -70.0% $77.46 +23.8%
489 GSAT CALL GLOBALSTAR INC Communication Services 99,700.0 $8.1M 0.01% -64K -39.2% $81.29 +1.4%
490 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 269,814.0 $8.1M 0.01% -62K -18.8% $29.98 -6.7%
491 BTU CALL PEABODY ENGR CORP Energy 348,200.0 $8.1M 0.01% -158K -31.2% $23.12 +16.1%
492 CMB.TECH NV 573,199.0 $8.0M 0.01% -512K -47.2% $13.99
493 EWC PUT ISHARES INC 138,900.0 $8.0M 0.01% -41K -22.7% $57.64 +7.3%
494 SE PUT SEA LTD Consumer Cyclical 83,500.0 $8.0M 0.01% -38K -31.3% $95.83 +24.3%
495 WBD PUT WARNER BROS DISCOVERY INC Communication Services 297,600.0 $7.9M 0.01% -103K -25.8% $26.66 +7.0%
496 SUTRO BIOPHARMA INC 237,827.0 $7.9M 0.01% -454K -65.6% $33.20
497 ANNX ANNEXON INC Healthcare 1,382,699.0 $7.9M 0.01% -489K -26.1% $5.71 -3.7%
498 VALE VALE S A Basic Materials 520,233.0 $7.8M 0.01% -2.4M -81.9% $15.04 -7.6%
499 GNRC CALL GENERAC HLDGS INC Industrials 26,700.0 $7.8M 0.01% -7K -20.8% $292.81 -28.0%
500 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 493,970.0 $7.8M 0.01% -677K -57.8% $15.82 +16.6%
Page 25 of 72  ·  1,437 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%