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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 67 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IBB CALL ISHARES TR 900.0 $171K -7K -88.9% $190.19 +6.5%
1322 FSK PUT FS KKR CAP CORP Financial Services 16,300.0 $171K -4K -17.7% $10.50 +14.5%
1323 REI RING ENERGY INC Energy 157,726.0 $170K -90K -36.4% $1.08 +30.1%
1324 DHT DHT HOLDINGS INC Energy 10,219.0 $169K -793K -98.7% $16.53 +14.8%
1325 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 9,900.0 $168K -32K -76.6% $16.96 +11.9%
1326 IDR CALL IDAHO STRATEGIC RESOURCES Basic Materials 4,900.0 $160K -12K -71.5% $32.75 -9.6%
1327 PUT BIRKENSTOCK HOLDING PLC 3,700.0 $159K -3K -47.1% $43.03
1328 PSA CALL PUBLIC STORAGE Real Estate 500.0 $159K -1K -66.7% $318.31 +2.6%
1329 ILF ISHARES TR 4,710.0 $159K -5K -49.0% $33.75 -0.2%
1330 CRNC CALL CERENCE INC Technology 13,700.0 $155K -18K -56.1% $11.32 -25.6%
1331 CGAU CALL CENTERRA GOLD INC Basic Materials 9,400.0 $149K -20K -68.0% $15.86 +35.6%
1332 DTI DRILLING TOOLS INTL CORP Energy 75,862.0 $146K -46K -37.5% $1.93 +32.4%
1333 GAMESTOP CORP NEW 52,446.0 $146K -357K -87.2% $2.79
1334 STNG PUT SCORPIO TANKERS INC Energy 2,100.0 $145K -4K -66.1% $69.26 +15.2%
1335 CRNC PUT CERENCE INC Technology 12,700.0 $144K -17K -57.2% $11.32 -25.6%
1336 AMPY AMPLIFY ENERGY CORP NEW Energy 35,865.0 $143K -144K -80.0% $3.98 +22.4%
1337 NTR NUTRIEN LTD Basic Materials 2,269.0 $142K -640K -99.7% $62.50 +10.9%
1338 INSM CALL INSMED INC Healthcare 1,300.0 $139K -12K -90.4% $106.62 +18.7%
1339 CE PUT CELANESE CORP DEL Basic Materials 3,000.0 $138K -8K -71.7% $46.00 -2.3%
1340 KD PUT KYNDRYL HLDGS INC Technology 12,100.0 $137K -8K -40.4% $11.31 +10.7%
Page 67 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%