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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 41 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LEU CALL CENTRUS ENERGY CORP Energy 14,300.0 $2.4M 0.00% -18K -55.0% $167.87 +11.0%
802 UUUU CALL ENERGY FUELS INC Energy 165,200.0 $2.4M 0.00% -388K -70.1% $14.50 +4.4%
803 AMGN PUT AMGEN INC Healthcare 6,600.0 $2.4M 0.00% -12K -64.1% $362.12 +21.3%
804 CXM SPRINKLR INC Technology 462,092.0 $2.4M 0.00% -19K -4.0% $5.16 +43.4%
805 FULC FULCRUM THERAPEUTICS INC Healthcare 651,427.0 $2.4M 0.00% -1.4M -68.6% $3.66 +4.6%
806 CALL SIX FLAGS ENTERTAINMENT CORP 111,900.0 $2.4M 0.00% -20K -15.1% $21.30
807 AA CALL ALCOA CORP Basic Materials 45,600.0 $2.4M 0.00% -6K -12.5% $52.14 -0.6%
808 LPG DORIAN LPG LTD Energy 68,144.0 $2.4M 0.00% -112K -62.2% $34.78 +47.0%
809 PHG KONINKLIJKE PHILIPS N V Healthcare 87,026.0 $2.4M 0.00% -73K -45.7% $27.19 +0.8%
810 STNE PUT STONECO LTD Technology 216,600.0 $2.3M 0.00% -84K -27.8% $10.84 -13.7%
811 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 6,000.0 $2.3M 0.00% -10K -61.8% $386.73 +3.6%
812 HELE CALL HELEN OF TROY LTD Consumer Defensive 79,700.0 $2.3M 0.00% -11K -12.0% $29.07 -0.0%
813 SYM CALL SYMBOTIC INC Industrials 51,400.0 $2.3M 0.00% -31K -37.6% $44.95 -6.9%
814 KMI PUT KINDER MORGAN INC DEL Energy 71,800.0 $2.3M 0.00% -39K -35.4% $31.97 -3.1%
815 RCKT ROCKET PHARMACEUTICALS INC Healthcare 670,527.0 $2.3M 0.00% -342K -33.8% $3.42 +2.6%
816 USPH U S PHYSICAL THERAPY Healthcare 33,223.0 $2.3M 0.00% -208K -86.2% $68.68 +13.9%
817 BRZE BRAZE INC Technology 105,174.0 $2.3M 0.00% -3.0M -96.6% $21.69 +43.2%
818 CAPR CAPRICOR THERAPEUTICS INC Healthcare 94,723.0 $2.3M 0.00% -726K -88.5% $24.08 -73.9%
819 RCAT PUT RED CAT HLDGS INC Technology 214,000.0 $2.3M 0.00% -143K -40.0% $10.65 -9.7%
820 BORR DRILLING LTD 551,664.0 $2.3M 0.00% -2.1M -79.5% $4.13
Page 41 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%