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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 52 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 KHC PUT KRAFT HEINZ CO Consumer Defensive 45,600.0 $1.1M 0.00% -185K -80.2% $23.62 +8.3%
1022 ARKG PUT ARK ETF TR 25,600.0 $1.1M 0.00% -10K -29.1% $42.06 +17.7%
1023 SSL SASOL LTD Basic Materials 109,125.0 $1.1M 0.00% -1.2M -91.8% $9.82 +27.2%
1024 LI CALL LI AUTO INC Consumer Cyclical 90,700.0 $1.1M 0.00% -32K -26.2% $11.74 +11.2%
1025 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 36,000.0 $1.1M 0.00% -15K -29.3% $29.53 -5.8%
1026 SEANERGY MARITIME HLDGS CORP 78,372.0 $1.1M 0.00% -94K -54.6% $13.43
1027 CAAP CORPORACION AMER ARPTS S A Industrials 41,796.0 $1.1M 0.00% -158K -79.1% $25.18 -7.0%
1028 GILD PUT GILEAD SCIENCES INC Healthcare 8,300.0 $1.0M 0.00% -4K -33.1% $126.34 +15.7%
1029 EA CALL ELECTRONIC ARTS INC Communication Services 5,100.0 $1.0M 0.00% -12K -69.5% $205.04 +2.3%
1030 OMC PUT OMNICOM GROUP INC Communication Services 14,200.0 $1.0M 0.00% -2K -14.5% $72.83 +20.2%
1031 CALL LIONSGATE STUDIOS CORP 67,500.0 $1.0M 0.00% -1.4M -95.5% $15.31
1032 CHCO CITY HLDG CO Financial Services 7,778.0 $1.0M 0.00% -23K -75.0% $132.64 +8.9%
1033 TT PUT TRANE TECHNOLOGIES PLC Industrials 2,100.0 $1.0M 0.00% -1K -32.3% $491.16 -7.7%
1034 NGS NATURAL GAS SVCS GROUP INC Energy 23,832.0 $1.0M 0.00% -13K -36.1% $43.14 -17.6%
1035 FAST PUT FASTENAL CO Industrials 21,400.0 $1.0M 0.00% -16K -42.0% $48.03 +6.7%
1036 OPY OPPENHEIMER HLDGS INC Financial Services 9,681.0 $1.0M 0.00% -279.0 -2.8% $105.54 +9.9%
1037 FDS CALL FACTSET RESH SYS INC Financial Services 4,400.0 $1.0M 0.00% -400.0 -8.3% $230.08 +30.3%
1038 LPL LG DISPLAY CO LTD Technology 259,796.0 $1.0M 0.00% -63K -19.6% $3.89 -15.3%
1039 BKSY PUT BLACKSKY TECHNOLOGY INC Technology 35,900.0 $1.0M 0.00% -37K -50.8% $27.92 -0.6%
1040 TE PUT T1 ENERGY INC Industrials 105,000.0 $995K 0.00% -61K -36.9% $9.48 -53.3%
Page 52 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%