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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 117 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 GEN GEN DIGITAL INC Technology 89,883.0 $2.2M 0.00% -173K -65.8% $24.89 +17.0%
2322 TRIP CALL TRIPADVISOR INC Consumer Cyclical 162,900.0 $2.2M 0.00% +96K +142.4% $13.71 -25.6%
2323 NET CALL CLOUDFLARE INC Technology 9,100.0 $2.2M 0.00% -34K -78.7% $245.28 +15.8%
2324 LITHIUM ARGENTINA AG 269,516.0 $2.2M 0.00% -427K -61.3% $8.27
2325 POOL CALL POOL CORP Industrials 10,300.0 $2.2M 0.00% +2K +30.4% $214.90 -12.8%
2326 RDN RADIAN GROUP INC Financial Services 58,730.0 $2.2M 0.00% -461K -88.7% $37.67 -2.7%
2327 MRAM EVERSPIN TECHNOLOGIES INC Technology 91,452.0 $2.2M 0.00% +55K +149.4% $24.18 -32.9%
2328 ABX ABACUS GLOBAL MGMT INC Financial Services 206,298.0 $2.2M 0.00% +144K +233.0% $10.71 -10.8%
2329 OKE PUT ONEOK INC NEW Energy 25,400.0 $2.2M 0.00% -90K -78.1% $86.94 +7.6%
2330 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 464,206.0 $2.2M 0.00% +159K +51.9% $4.74 +11.5%
2331 CDE COEUR MNG INC Basic Materials 134,492.0 $2.2M 0.00% -1.1M -89.1% $16.32 +27.1%
2332 AFL PUT AFLAC INC Financial Services 18,700.0 $2.2M 0.00% +10K +128.1% $117.25 +0.7%
2333 SPG PUT SIMON PPTY GROUP INC NEW Real Estate 9,800.0 $2.2M 0.00% -2K -19.0% $223.65 -1.6%
2334 STLD PUT STEEL DYNAMICS INC Basic Materials 9,500.0 $2.2M 0.00% NEW $229.46 -0.3%
2335 LIBERTY GLOBAL LTD 197,997.0 $2.2M 0.00% -29K -12.6% $11.00
2336 SION SIONNA THERAPEUTICS INC Healthcare 49,328.0 $2.2M 0.00% -87K -63.9% $43.99 -87.4%
2337 FLY CALL FIREFLY AEROSPACE INC Industrials 73,800.0 $2.2M 0.00% -31K -29.4% $29.40 -20.5%
2338 NLR CALL VANECK ETF TRUST 18,700.0 $2.2M 0.00% -8K -30.7% $115.98 +2.8%
2339 EQNR CALL EQUINOR ASA Energy 69,000.0 $2.2M 0.00% -224K -76.5% $31.40 +35.1%
2340 Z PUT ZILLOW GROUP INC Communication Services 68,700.0 $2.2M 0.00% +37K +119.5% $31.52 +16.8%
Page 117 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%