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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 62 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 AIG CALL AMERICAN INTL GROUP INC Financial Services 5,200.0 $388K -6K -51.4% $74.53 +1.7%
1222 XLB PUT SELECT SECTOR SPDR TR 7,500.0 $381K -228K -96.8% $50.83 +2.8%
1223 GRAN TIERRA ENERGY INC 60,118.0 $375K -314K -83.9% $6.24
1224 COLD CALL AMERICOLD REALTY TRUST INC Real Estate 23,800.0 $374K -136K -85.1% $15.72 -7.8%
1225 AA PUT ALCOA CORP Basic Materials 7,100.0 $370K -2K -22.8% $52.14 -0.8%
1226 ELME COMMUNITIES 249,030.0 $369K -3K -1.3% $1.48
1227 ASTS PUT AST SPACEMOBILE INC Technology 4,100.0 $364K -360K -98.9% $88.86 -19.9%
1228 GLRE GREENLIGHT CAP RE LTD Financial Services 22,399.0 $362K -23K -50.8% $16.18 -4.8%
1229 PHI PLDT INC Communication Services 20,600.0 $361K -212.0 -1.0% $17.52 +8.6%
1230 WRLD WORLD ACCEP CORPORATION Financial Services 1,609.0 $360K -4K -69.3% $223.83 -15.1%
1231 ED PUT CONSOLIDATED EDISON INC Utilities 3,200.0 $354K -2K -42.9% $110.63 -1.5%
1232 AES CALL AES CORP Utilities 23,700.0 $347K -139K -85.4% $14.66 +0.7%
1233 ILF PUT ISHARES TR 10,200.0 $344K -5K -31.5% $33.75 -0.3%
1234 FLY PUT FIREFLY AEROSPACE INC Industrials 11,700.0 $344K -29K -71.5% $29.40 -7.6%
1235 DVY PUT ISHARES TR 2,200.0 $344K -300.0 -12.0% $156.30 +5.1%
1236 ROST CALL ROSS STORES INC Consumer Cyclical 1,600.0 $341K -13K -89.3% $212.85 +10.5%
1237 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 15,620.0 $341K -5K -25.6% $21.80 -32.6%
1238 PUT LEIDOS HOLDINGS INC 3,300.0 $340K -5K -62.1% $102.97
1239 MRBK MERIDIAN CORP Financial Services 16,951.0 $340K -208.0 -1.2% $20.03 -0.0%
1240 FIS PUT FIDELITY NATL INFORMATION SV Technology 8,500.0 $330K -16K -64.6% $38.88 +5.9%
Page 62 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%