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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 39 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PPC PILGRIMS PRIDE CORP Consumer Defensive 103,845.0 $2.9M 0.00% -9K -7.6% $28.11 +14.7%
762 ABBV CALL ABBVIE INC Healthcare 11,600.0 $2.9M 0.00% -6K -34.1% $251.64 +5.3%
763 FUTU PUT FUTU HLDGS LTD Financial Services 31,100.0 $2.9M 0.00% -2K -5.5% $93.74 +31.9%
764 BLCO BAUSCH PLUS LOMB CORP Healthcare 175,819.0 $2.9M 0.00% -107K -37.9% $16.56 +4.1%
765 CARG CARGURUS INC Consumer Cyclical 84,633.0 $2.9M 0.00% -40K -32.1% $34.09 +8.1%
766 TBLA TABOOLA.COM LTD Communication Services 576,970.0 $2.9M 0.00% -154K -21.1% $5.00 -25.4%
767 TFC CALL TRUIST FINL CORP Financial Services 57,100.0 $2.8M 0.00% -8K -12.2% $49.82 +1.2%
768 ABT PUT ABBOTT LABORATORIES Healthcare 31,200.0 $2.8M 0.00% -32K -50.5% $90.74 +28.5%
769 SHW PUT SHERWIN WILLIAMS CO Basic Materials 8,200.0 $2.8M 0.00% -9K -52.0% $344.32 +0.7%
770 BWXT PUT BWX TECHNOLOGIES INC Industrials 14,200.0 $2.8M 0.00% -27K -65.8% $194.65 -19.5%
771 RKLB PUT ROCKET LAB CORP Industrials 27,100.0 $2.8M 0.00% -144K -84.2% $101.65 -28.6%
772 CENX CALL CENTURY ALUM CO Basic Materials 59,700.0 $2.7M 0.00% -11K -15.8% $46.01 -4.5%
773 SHOO MADDEN STEVEN LTD Consumer Cyclical 64,938.0 $2.7M 0.00% -128K -66.4% $42.10 +9.5%
774 SWK CALL STANLEY BLACK & DECKER INC Industrials 28,900.0 $2.7M 0.00% -26K -47.4% $94.12 +6.3%
775 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 44,000.0 $2.7M 0.00% -67K -60.5% $61.76 -9.0%
776 CMI CALL CUMMINS INC Industrials 3,800.0 $2.7M 0.00% -5K -56.3% $713.21 -17.6%
777 ALL PUT ALLSTATE CORP Financial Services 11,300.0 $2.7M 0.00% -16K -58.8% $237.94 +6.7%
778 SKT TANGER INC Real Estate 67,851.0 $2.7M 0.00% -28K -29.1% $39.47 -3.2%
779 CC PUT CHEMOURS CO Basic Materials 129,200.0 $2.7M 0.00% -52K -28.7% $20.52 -22.2%
780 PANL PANGAEA LOGISTICS SOLUTION L Industrials 407,356.0 $2.6M 0.00% -144K -26.1% $6.50 +25.2%
Page 39 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%