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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 68 of 72  ·  1,437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FIVN PUT FIVE9 INC Technology 6,400.0 $136K -10K -61.7% $21.32 +49.4%
1342 IVE CALL ISHARES TR 600.0 $136K -1K -64.7% $227.06 +4.2%
1343 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 4,600.0 $136K -205K -97.8% $29.54 -1.4%
1344 FPH FIVE POINT HOLDINGS LLC Real Estate 25,367.0 $134K -103K -80.2% $5.27 -2.8%
1345 GENI CALL GENIUS SPORTS LIMITED Communication Services 21,800.0 $132K -20K -47.7% $6.06 +28.1%
1346 EXC CALL EXELON CORP Utilities 2,800.0 $131K -18K -86.5% $46.62 -2.3%
1347 CCI CALL CROWN CASTLE INC Real Estate 1,700.0 $129K -10K -85.5% $75.73 -1.7%
1348 YUM CALL YUM BRANDS INC Consumer Cyclical 800.0 $128K -5K -85.5% $159.86 -9.2%
1349 PSA PUT PUBLIC STORAGE Real Estate 400.0 $127K -1K -73.3% $318.31 +1.9%
1350 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 67,938.0 $127K -15K -18.2% $1.87 -52.9%
1351 AURA AURA BIOSCIENCES INC Healthcare 17,864.0 $127K -4K -17.7% $7.10 +8.2%
1352 REAX THE REAL BROKERAGE INC Real Estate 68,948.0 $125K -969K -93.4% $1.82 +33.0%
1353 APYX APYX MEDICAL CORPORATION Healthcare 26,350.0 $118K -8K -24.2% $4.49 -31.8%
1354 PUT CRH PLC 1,100.0 $118K -4K -76.6% $107.00
1355 NG PUT NOVAGOLD RESOURCES INC Basic Materials 19,500.0 $116K -24K -55.4% $5.97 +29.8%
1356 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 71,227.0 $114K -356K -83.3% $1.60 +42.5%
1357 FND PUT FLOOR & DECOR HLDGS INC Consumer Cyclical 1,900.0 $113K -6K -74.7% $59.36 -4.6%
1358 KROS KEROS THERAPEUTICS INC Healthcare 10,393.0 $111K -99K -90.5% $10.70 -2.1%
1359 PRECISION BIOSCIENCES INC 14,104.0 $111K -21K -60.4% $7.86
1360 YETI PUT YETI HLDGS INC Consumer Cyclical 2,200.0 $109K -4K -65.6% $49.56 -13.2%
Page 68 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%