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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 54 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 HIMALAYA SHIPPING LTD 68,835.0 $920K 0.00% -25K -27.0% $13.36
1062 MKTX MARKETAXESS HLDGS INC Financial Services 8,100.0 $919K 0.00% -245K -96.8% $113.49 +43.2%
1063 TEO TELECOM ARGENTINA SA Communication Services 70,644.0 $918K 0.00% -7K -8.8% $13.00 +0.8%
1064 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 36,590.0 $917K 0.00% -250K -87.2% $25.06 +14.9%
1065 EME PUT EMCOR GROUP INC Industrials 1,100.0 $913K 0.00% -15K -93.3% $829.88 -0.6%
1066 HTH HILLTOP HLDGS INC Financial Services 23,414.0 $908K 0.00% -41K -63.8% $38.78 +0.6%
1067 GLNG CALL GOLAR LNG LTD Energy 18,000.0 $897K 0.00% -42K -70.0% $49.84 +4.7%
1068 EOG PUT EOG RES INC Energy 6,900.0 $895K 0.00% -34K -83.2% $129.73 +14.6%
1069 OC PUT OWENS CORNING NEW Industrials 5,600.0 $890K 0.00% -11K -66.9% $158.96 -5.3%
1070 CENX PUT CENTURY ALUM CO Basic Materials 19,100.0 $879K 0.00% -100.0 -0.5% $46.01 -0.8%
1071 BHB BAR HBR BANKSHARES Financial Services 23,052.0 $870K 0.00% -7K -24.3% $37.76 +7.5%
1072 GOLD PUT GOLD COM INC Financial Services 20,700.0 $861K 0.00% -7K -25.3% $41.61 +0.6%
1073 EWC ISHARES INC 14,929.0 $861K 0.00% -41K -73.5% $57.64 +6.8%
1074 PI PUT IMPINJ INC Technology 6,000.0 $859K 0.00% -800.0 -11.8% $143.23 +17.3%
1075 FIG PUT FIGMA INC Technology 47,400.0 $857K 0.00% -28K -36.7% $18.09 +43.8%
1076 IVZ CALL INVESCO LTD Financial Services 32,400.0 $855K 0.00% -1K -3.9% $26.39 +22.7%
1077 TXNM ENERGY INC 15,048.0 $854K 0.00% -135K -90.0% $56.78
1078 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 9,300.0 $837K 0.00% -3K -25.0% $90.01 +14.9%
1079 VYGR VOYAGER THERAPEUTICS INC Healthcare 236,083.0 $826K 0.00% -32K -12.0% $3.50 -5.7%
1080 IDCC CALL INTERDIGITAL INC Technology 2,900.0 $821K 0.00% -7K -70.1% $283.13 +18.6%
Page 54 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%