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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 30 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KGC PUT KINROSS GOLD CORP Basic Materials 228,000.0 $5.4M 0.01% -35K -13.4% $23.62 +33.1%
582 SKYT CALL SKYWATER TECHNOLOGY INC Technology 154,600.0 $5.4M 0.01% -70K -31.2% $34.82 -6.8%
583 MGEE MGE ENERGY INC Utilities 65,875.0 $5.4M 0.01% -14K -17.7% $81.54 -1.3%
584 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 86,300.0 $5.4M 0.01% -41K -32.1% $62.22 -31.9%
585 MSLE SATELLOS BIOSCIENCE INC Healthcare 682,700.0 $5.3M 0.01% -8K -1.2% $7.78 +31.1%
586 FBP FIRST BANCORP CORPORATION Financial Services 202,502.0 $5.3M 0.01% -131K -39.2% $26.07 +8.2%
587 TTMI CALL TTM TECHNOLOGIES INC Technology 28,200.0 $5.3M 0.01% -12K -29.5% $187.02 -38.8%
588 RUN CALL SUNRUN INC Energy 393,800.0 $5.3M 0.01% -29K -6.8% $13.38 -30.0%
589 GLW CORNING INC Technology 20,600.0 $5.3M 0.01% -262K -92.7% $255.43 -40.7%
590 AVNT AVIENT CORPORATION Basic Materials 141,996.0 $5.2M 0.01% -390K -73.3% $36.96 +18.3%
591 IAG CALL IAMGOLD CORP Basic Materials 330,500.0 $5.2M 0.01% -56K -14.4% $15.84 +29.4%
592 IP CALL INTERNATIONAL PAPER CO Consumer Cyclical 137,100.0 $5.2M 0.01% -93K -40.4% $38.10 +5.9%
593 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 20,000.0 $5.2M 0.01% -9K -30.1% $260.64 -14.1%
594 IWP CALL ISHARES TR 35,600.0 $5.2M 0.01% -2K -5.1% $146.41 -2.8%
595 CIGI COLLIERS INTL GROUP INC Real Estate 55,280.0 $5.2M 0.01% -6K -9.7% $93.75 +13.8%
596 CB CALL CHUBB LIMITED Financial Services 15,200.0 $5.2M 0.01% -16K -51.4% $340.74 +0.6%
597 GERN GERON CORP Healthcare 4,045,201.0 $5.2M 0.01% -16.4M -80.2% $1.28 +21.1%
598 FIX CALL COMFORT SYS USA INC Industrials 2,600.0 $5.2M 0.01% -12K -82.8% $1981.95 -15.6%
599 BOX BOX INC Technology 193,541.0 $5.1M 0.01% -407K -67.8% $26.54 +24.0%
600 MORN MORNINGSTAR INC Financial Services 32,754.0 $5.1M 0.01% -138K -80.8% $156.02 +39.4%
Page 30 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%