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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 59 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 EZU CALL ISHARES INC 7,800.0 $542K 0.00% -300.0 -3.7% $69.50 +2.4%
1162 SRCE 1ST SOURCE CORP Financial Services 6,540.0 $534K 0.00% -19K -74.0% $81.58 +7.3%
1163 RR RICHTECH ROBOTICS INC Industrials 252,800.0 $533K 0.00% -303K -54.5% $2.11 -23.0%
1164 QDEL QUIDELORTHO CORP Healthcare 30,422.0 $533K 0.00% -732K -96.0% $17.52 -24.1%
1165 EQX PUT EQUINOX GOLD CORP Basic Materials 54,700.0 $532K 0.00% -113K -67.3% $9.72 +18.0%
1166 PUT RAMACO RES INC 40,100.0 $531K 0.00% -64K -61.3% $13.23
1167 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 7,000.0 $521K 0.00% -17K -70.3% $74.48 +10.6%
1168 RDDT REDDIT INC Communication Services 3,000.0 $521K 0.00% -2K -33.8% $173.58 -6.7%
1169 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 58,316.0 $517K 0.00% -177K -75.2% $8.87 -4.1%
1170 J CALL JACOBS SOLUTIONS INC Industrials 4,100.0 $517K 0.00% -9K -68.2% $126.00 +14.4%
1171 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 5,700.0 $513K 0.00% -12K -67.8% $90.01 +17.9%
1172 PAYX PAYCHEX INC Industrials 5,200.0 $511K 0.00% -6K -51.9% $98.33 +23.3%
1173 ROST PUT ROSS STORES INC Consumer Cyclical 2,400.0 $511K 0.00% -600.0 -20.0% $212.85 +11.8%
1174 SMC SUMMIT MIDSTREAM CORPORATION Energy 17,844.0 $508K 0.00% -597.0 -3.2% $28.48 +21.0%
1175 VYM PUT VANGUARD WHITEHALL FDS 3,200.0 $506K 0.00% -5K -60.0% $158.03 +4.9%
1176 SMR PUT NUSCALE PWR CORP Utilities 50,000.0 $502K 0.00% -61K -54.8% $10.03 -14.1%
1177 DXCM CALL DEXCOM INC Healthcare 7,400.0 $498K 0.00% -46K -86.2% $67.35 +34.8%
1178 FRST PRIMIS FINANCIAL CORP Financial Services 30,226.0 $495K 0.00% -43K -58.9% $16.37 +1.1%
1179 AMKR PUT AMKOR TECHNOLOGY INC Technology 5,700.0 $492K 0.00% -9K -60.4% $86.23 -37.0%
1180 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 64,381.0 $491K 0.00% -1.4M -95.6% $7.63 -16.8%
Page 59 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%