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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 123 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 FIG CALL FIGMA INC Technology 101,000.0 $1.8M 0.00% -51K -33.6% $18.09 +49.8%
2442 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 57,800.0 $1.8M 0.00% +42K +265.8% $31.61 +10.7%
2443 PVH PUT PVH CORPORATION Consumer Cyclical 24,600.0 $1.8M 0.00% +14K +143.6% $74.26 +5.7%
2444 NRG CALL NRG ENERGY INC Utilities 12,500.0 $1.8M 0.00% -21K -62.5% $146.06 -22.6%
2445 MDGL CALL MADRIGAL PHARMACEUTICALS INC Healthcare 3,400.0 $1.8M 0.00% -2K -30.6% $536.95 -3.8%
2446 PPTA CALL PERPETUA RESOURCES CORP Basic Materials 87,900.0 $1.8M 0.00% +22K +32.8% $20.76 +23.8%
2447 SEZL CALL SEZZLE INC Financial Services 10,600.0 $1.8M 0.00% +7K +165.0% $171.63 -30.6%
2448 BEN CALL FRANKLIN RESOURCES INC Financial Services 54,600.0 $1.8M 0.00% NEW $33.27 +3.1%
2449 PKE PARK AEROSPACE CORP Industrials 47,495.0 $1.8M 0.00% NEW $38.16 -11.2%
2450 VREX VAREX IMAGING CORP Healthcare 173,680.0 $1.8M 0.00% +106K +158.5% $10.43 +77.5%
2451 ILMN PUT ILLUMINA INC Healthcare 10,300.0 $1.8M 0.00% -5K -34.4% $175.83 +24.8%
2452 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 143,276.0 $1.8M 0.00% -132K -47.9% $12.61 -4.4%
2453 LAD CALL LITHIA MTRS INC Consumer Cyclical 6,200.0 $1.8M 0.00% +5K +313.3% $290.49 +27.6%
2454 BUG CALL GLOBAL X FDS 47,100.0 $1.8M 0.00% -49K -51.1% $38.19 +6.4%
2455 FIVE CALL FIVE BELOW INC Consumer Cyclical 10,000.0 $1.8M 0.00% +4K +69.5% $179.79 +39.2%
2456 NAVI NAVIENT CORPORATION Financial Services 210,351.0 $1.8M 0.00% +39K +22.7% $8.51 +11.0%
2457 RNGR RANGER ENERGY SVCS INC Energy 111,798.0 $1.8M 0.00% +24K +28.0% $16.01 +7.0%
2458 MKC MCCORMICK & CO INC Consumer Defensive 35,499.0 $1.8M 0.00% -158K -81.7% $50.42 +9.9%
2459 IBEX IBEX LTD Technology 58,912.0 $1.8M 0.00% -47K -44.6% $30.37 +20.4%
2460 TK TEEKAY CORPORATION LTD Energy 178,769.0 $1.8M 0.00% +37K +25.8% $10.00 +32.4%
Page 123 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%