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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 121 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 MAN MANPOWERGROUP INC WIS Industrials 58,044.0 $2.0M 0.00% -245K -80.8% $33.77 +82.0%
2402 AGI CALL ALAMOS GOLD INC Basic Materials 64,600.0 $2.0M 0.00% +14K +26.9% $30.34 +24.8%
2403 OBE OBSIDIAN ENERGY LTD Energy 240,089.0 $2.0M 0.00% +29K +13.8% $8.15 +46.6%
2404 PLXS CALL PLEXUS CORP Technology 6,500.0 $2.0M 0.00% NEW $300.67 -20.1%
2405 PLXS PUT PLEXUS CORP Technology 6,500.0 $2.0M 0.00% NEW $300.67 -20.1%
2406 RBLX CALL ROBLOX CORP Technology 35,900.0 $2.0M 0.00% -139K -79.5% $54.38 -29.4%
2407 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 21,800.0 $2.0M 0.00% -3K -12.8% $89.48 -21.5%
2408 BILL CALL BILL HOLDINGS INC Technology 53,900.0 $1.9M 0.00% +2K +4.7% $36.16 +32.2%
2409 CAH PUT CARDINAL HEALTH INC Healthcare 8,200.0 $1.9M 0.00% +1K +18.8% $237.56 -3.4%
2410 TPR CALL TAPESTRY INC Consumer Cyclical 13,300.0 $1.9M 0.00% +6K +95.6% $146.38 -11.1%
2411 OXM OXFORD INDS INC Consumer Cyclical 55,787.0 $1.9M 0.00% NEW $34.87 +3.8%
2412 EBAY PUT EBAY INC. Consumer Cyclical 17,400.0 $1.9M 0.00% -56K -76.4% $111.75 -6.8%
2413 CALL BROOKFIELD ASSET MANAGMT LTD 43,100.0 $1.9M 0.00% +36K +515.7% $44.85
2414 RGTI PUT RIGETTI COMPUTING INC Technology 99,700.0 $1.9M 0.00% -100K -50.1% $19.32 -7.3%
2415 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 41,700.0 $1.9M 0.00% +14K +48.4% $46.19 +1.8%
2416 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 35,200.0 $1.9M 0.00% +28K +382.2% $54.62 +20.4%
2417 UPBOUND GROUP INC 90,403.0 $1.9M 0.00% -83K -47.9% $21.22
2418 SMR CALL NUSCALE PWR CORP Utilities 191,000.0 $1.9M 0.00% +122K +176.8% $10.03 -6.3%
2419 VNDA VANDA PHARMACEUTICALS INC Healthcare 311,362.0 $1.9M 0.00% +150K +92.7% $6.12 -13.7%
2420 MCO CALL MOODYS CORP Financial Services 4,200.0 $1.9M 0.00% NEW $452.92 +11.1%
Page 121 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%