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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 128 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 27,500.0 $1.6M 0.00% -9K -25.3% $57.84 +11.4%
2542 IYE ISHARES TR 27,904.0 $1.6M 0.00% NEW $56.59 +19.0%
2543 LOB LIVE OAK BANCSHARES INC Financial Services 38,616.0 $1.6M 0.00% NEW $40.84 +0.3%
2544 ALTG ALTA EQUIPMENT GROUP INC Industrials 243,692.0 $1.6M 0.00% +65K +36.5% $6.47 +0.5%
2545 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 31,600.0 $1.6M 0.00% -40K -56.2% $49.86 +14.7%
2546 WTI W & T OFFSHORE INC Energy 498,789.0 $1.6M 0.00% +153K +44.3% $3.15 +24.4%
2547 FAST CALL FASTENAL CO Industrials 32,600.0 $1.6M 0.00% -196K -85.8% $48.03 +6.7%
2548 HMY CALL HARMONY GOLD MNG LTD Basic Materials 102,700.0 $1.6M 0.00% +8K +8.9% $15.21 +54.8%
2549 UMAC PUT UNUSUAL MACHS INC Financial Services 70,000.0 $1.6M 0.00% NEW $22.30 +23.0%
2550 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 231,582.0 $1.6M 0.00% +168K +262.7% $6.72 +100.1%
2551 EVTL VERTICAL AEROSPACE LTD Industrials 894,057.0 $1.6M 0.00% +449K +100.8% $1.74 -55.9%
2552 DINO CALL HF SINCLAIR CORP Energy 22,300.0 $1.6M 0.00% +16K +248.4% $69.65 +39.7%
2553 COPX PUT GLOBAL X FDS 20,100.0 $1.5M 0.00% +2K +8.7% $76.97 +22.9%
2554 PPTA PUT PERPETUA RESOURCES CORP Basic Materials 74,200.0 $1.5M 0.00% -23K -23.7% $20.76 +23.8%
2555 BBY PUT BEST BUY INC Consumer Cyclical 20,300.0 $1.5M 0.00% NEW $75.88 +13.2%
2556 XRX XEROX HOLDINGS CORP Technology 491,602.0 $1.5M 0.00% NEW $3.13 -7.3%
2557 FRME FIRST MERCHANTS CORP Financial Services 35,203.0 $1.5M 0.00% -69K -66.3% $43.69 -3.8%
2558 CORZ PUT CORE SCIENTIFIC INC NEW Technology 60,000.0 $1.5M 0.00% -69K -53.4% $25.59 -30.4%
2559 GPC PUT GENUINE PARTS CO Consumer Cyclical 13,000.0 $1.5M 0.00% +9K +251.3% $117.98 +13.5%
2560 FVCB FVCBANKCORP INC Financial Services 87,617.0 $1.5M 0.00% NEW $17.50 +6.2%
Page 128 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%