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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 58 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 TD TORONTO DOMINION BK ONT Financial Services 4,992.0 $602K 0.00% -62K -92.6% $120.63 +1.1%
1142 HL CALL HECLA MINING COMPANY Basic Materials 39,000.0 $602K 0.00% -43K -52.3% $15.43 +16.3%
1143 PI CALL IMPINJ INC Technology 4,200.0 $602K 0.00% -2K -35.4% $143.23 +17.3%
1144 XLC PUT SELECT SECTOR SPDR TR 5,600.0 $600K 0.00% -64K -92.0% $107.13 +3.1%
1145 XLRE PUT SELECT SECTOR SPDR TR 13,500.0 $594K 0.00% -22K -62.0% $44.03 +1.4%
1146 BUG PUT GLOBAL X FDS 15,400.0 $588K 0.00% -50K -76.6% $38.19 +10.2%
1147 BBWI PUT BATH & BODY WORKS INC Consumer Cyclical 25,400.0 $588K 0.00% -42K -62.4% $23.13 -13.4%
1148 PINE ALPINE INCOME PPTY TR INC Real Estate 27,912.0 $579K 0.00% -82K -74.5% $20.76 -5.6%
1149 ACHC CALL ACADIA HEALTHCARE COMPANY IN Healthcare 19,600.0 $579K 0.00% -14K -40.8% $29.53 -7.0%
1150 VBK VANGUARD INDEX FDS 1,577.0 $577K 0.00% -1K -47.2% $365.70 -2.0%
1151 CSGP PUT COSTAR GROUP INC Real Estate 20,300.0 $575K 0.00% -5K -21.0% $28.32 +10.8%
1152 WST PUT WEST PHARMACEUTICAL SVSC INC Healthcare 1,600.0 $574K 0.00% -386K -99.6% $359.00 -3.5%
1153 AII AMERICAN INTEGRITY INS GROUP Financial Services 30,425.0 $573K 0.00% -19K -38.0% $18.83 +34.1%
1154 NDAQ PUT NASDAQ INC Financial Services 7,200.0 $568K 0.00% -1K -15.3% $78.82 +22.7%
1155 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 19,100.0 $564K 0.00% -144K -88.3% $29.54 -3.1%
1156 MNTN INC 60,457.0 $556K 0.00% -145K -70.6% $9.20
1157 ROIV CALL ROIVANT SCIENCES LTD Healthcare 15,700.0 $556K 0.00% -21K -57.2% $35.39 +5.6%
1158 LNTH CALL LANTHEUS HLDGS INC Healthcare 5,000.0 $555K 0.00% -100.0 -2.0% $110.94 -9.6%
1159 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 4,200.0 $553K 0.00% -4K -48.8% $131.58 +3.6%
1160 OKTA PUT OKTA INC Technology 4,000.0 $546K 0.00% -11K -72.6% $136.45 +5.5%
Page 58 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%