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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 37 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HAFN HAFNIA LTD Industrials 482,485.0 $3.2M 0.00% -24K -4.7% $6.64 +22.9%
722 HYG ISHARES TR 40,000.0 $3.2M 0.00% -100K -71.4% $79.97 -0.5%
723 NTB BANK OF N T BUTTERFIELD & SO Financial Services 53,606.0 $3.2M 0.00% -47K -46.8% $59.50 -1.5%
724 DOCS PUT DOXIMITY INC Healthcare 152,800.0 $3.2M 0.00% -48K -24.0% $20.74 +22.1%
725 MS CALL MORGAN STANLEY Financial Services 15,100.0 $3.2M 0.00% -19K -55.3% $209.04 +2.5%
726 WM CALL WASTE MGMT INC DEL Industrials 14,100.0 $3.1M 0.00% -19K -56.9% $222.88 +0.5%
727 PAYC CALL PAYCOM SOFTWARE INC Technology 25,000.0 $3.1M 0.00% -5K -16.7% $125.68 +82.3%
728 CALL GAMESTOP CORP 141,600.0 $3.1M 0.00% -30K -17.3% $22.08
729 HSIC SCHEIN HENRY INC Healthcare 37,402.0 $3.1M 0.00% -483K -92.8% $83.52 +6.0%
730 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 2,144,488.0 $3.1M 0.00% -3.1M -59.3% $1.45 -41.5%
731 FMC CALL FMC CORP Basic Materials 269,800.0 $3.1M 0.00% -32K -10.7% $11.50 -4.2%
732 FCX FREEPORT MCMORAN INC Basic Materials 49,300.0 $3.1M 0.00% -781K -94.1% $62.89 +21.9%
733 FN PUT FABRINET Technology 5,500.0 $3.1M 0.00% -9K -61.0% $562.08 -22.3%
734 DY CALL DYCOM INDS INC Industrials 6,100.0 $3.1M 0.00% -3K -33.0% $505.59 -22.3%
735 COF CALL CAPITAL ONE FINL CORP Financial Services 15,300.0 $3.1M 0.00% -195K -92.7% $200.62 +8.6%
736 DAL DELTA AIR LINES INC Industrials 32,600.0 $3.1M 0.00% -262K -88.9% $93.66 -12.0%
737 AVPT AVEPOINT INC Technology 272,314.0 $3.1M 0.00% -425K -60.9% $11.21 +19.3%
738 ERO CALL ERO COPPER CORP Basic Materials 114,000.0 $3.0M 0.00% -7K -5.5% $26.75 +47.4%
739 PETROLEO BRASILEIRO S A 208,044.0 $3.0M 0.00% -416K -66.6% $14.64
740 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 13,600.0 $3.0M 0.00% -33K -71.0% $223.95 +25.4%
Page 37 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 31.9%
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%