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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 49 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 XLC CALL SELECT SECTOR SPDR TR 12,500.0 $1.3M 0.00% -65K -83.9% $107.13 +4.5%
962 D PUT DOMINION ENERGY INC Utilities 19,600.0 $1.3M 0.00% -18K -48.6% $68.29 +0.3%
963 RH CALL RH Consumer Cyclical 8,100.0 $1.3M 0.00% -2K -17.4% $164.73 +5.4%
964 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 14,806.0 $1.3M 0.00% -17K -52.9% $90.01 +18.1%
965 CTEV CLARITEV CORPORATION Healthcare 39,000.0 $1.3M 0.00% -50K -56.4% $34.11 +6.4%
966 TLS TELOS CORP MD Technology 289,121.0 $1.3M 0.00% -37K -11.4% $4.60 -3.8%
967 O PUT REALTY INCOME CORP Real Estate 21,400.0 $1.3M 0.00% -38K -64.1% $61.96 +1.1%
968 PLD PUT PROLOGIS INC. Real Estate 9,700.0 $1.3M 0.00% -4K -31.2% $135.47 +3.8%
969 SN CALL SHARKNINJA INC Consumer Cyclical 8,600.0 $1.3M 0.00% -6K -42.3% $152.27 +18.4%
970 SCHL SCHOLASTIC CORP Communication Services 28,322.0 $1.3M 0.00% -2K -6.9% $46.00 -10.3%
971 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 24,200.0 $1.3M 0.00% -151K -86.2% $53.30 +10.4%
972 STM CALL STMICROELECTRONICS N V Technology 17,200.0 $1.3M 0.00% -4K -20.4% $74.89 -32.0%
973 SLDP SOLID POWER INC Industrials 497,280.0 $1.3M 0.00% -77K -13.4% $2.59 -10.4%
974 VDE PUT VANGUARD WORLD FD 8,500.0 $1.3M 0.00% -67K -88.7% $150.13 +19.6%
975 DAMORA THERAPEUTICS INC 48,754.0 $1.3M 0.00% -1.1M -95.9% $26.01
976 NORTHPOINTE BANCSHARES INC. 66,022.0 $1.3M 0.00% -3K -4.8% $19.18
977 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 21,800.0 $1.3M 0.00% -16K -43.1% $57.84 +9.8%
978 MOD PUT MODINE MFG CO Consumer Cyclical 4,700.0 $1.3M 0.00% -6K -53.9% $267.02 -27.9%
979 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 11,100.0 $1.2M 0.00% -18K -62.0% $112.32 +30.8%
980 OOMA OOMA INC Communication Services 64,736.0 $1.2M 0.00% -21K -24.4% $19.22 +7.4%
Page 49 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%