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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 113 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 RBLX PUT ROBLOX CORP Technology 46,200.0 $2.5M 0.00% -30K -39.5% $54.38 -28.7%
2242 CERT CERTARA INC Healthcare 382,532.0 $2.5M 0.00% -736K -65.8% $6.55 +21.5%
2243 INOD PUT INNODATA INC Technology 33,100.0 $2.5M 0.00% +3K +10.3% $75.58 -24.4%
2244 PATK PATRICK INDS INC Consumer Cyclical 27,805.0 $2.5M 0.00% +7K +31.1% $89.78 -5.2%
2245 ABBV PUT ABBVIE INC Healthcare 9,900.0 $2.5M 0.00% -13K -56.0% $251.64 +5.1%
2246 GDYN GRID DYNAMICS HLDGS INC Technology 438,027.0 $2.5M 0.00% NEW $5.68 +38.4%
2247 ARW CALL ARROW ELECTRS INC Technology 11,600.0 $2.5M 0.00% NEW $213.41 -5.4%
2248 NEXT CALL NEXTDECADE CORP Energy 327,500.0 $2.5M 0.00% +264K +419.8% $7.54 -2.5%
2249 INHIBRX BIOSCIENCES INC 26,011.0 $2.5M 0.00% NEW $94.75
2250 FDN CALL FIRST TR EXCHANGE-TRADED FD 9,300.0 $2.5M 0.00% -6K -39.6% $264.72 +8.2%
2251 RH PUT RH Consumer Cyclical 14,900.0 $2.5M 0.00% -15K -49.7% $164.73 -13.0%
2252 FSLY CALL FASTLY INC Technology 133,500.0 $2.5M 0.00% +104K +357.2% $18.36 +24.9%
2253 QUBT CALL QUANTUM COMPUTING INC Technology 251,300.0 $2.4M 0.00% +197K +362.8% $9.70 -15.1%
2254 NTLA CALL INTELLIA THERAPEUTICS INC Healthcare 143,700.0 $2.4M 0.00% +117K +432.2% $16.92 -25.8%
2255 CMRE COSTAMARE INC Industrials 172,920.0 $2.4M 0.00% +108K +167.6% $14.02 +11.1%
2256 CLSK PUT CLEANSPARK INC Technology 166,500.0 $2.4M 0.00% -1.1M -86.4% $14.55 -18.0%
2257 KLIC CALL KULICKE & SOFFA INDS INC Technology 18,100.0 $2.4M 0.00% NEW $133.76 -37.6%
2258 DRD DRDGOLD LIMITED Basic Materials 113,591.0 $2.4M 0.00% NEW $21.30 +45.2%
2259 KEEL PUT KEEL INFRASTRUCTURE CORP Technology 421,300.0 $2.4M 0.00% NEW $5.74 -43.4%
2260 XLB CALL SELECT SECTOR SPDR TR 47,500.0 $2.4M 0.00% -90K -65.4% $50.83 +5.4%
Page 113 of 197  ·  3,923 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 31.9%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.1%
Financial Services 10.3%
Consumer Defensive 5.6%
Utilities 4.3%
Energy 4.3%
Communication Services 3.9%
Basic Materials 2.7%