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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 129 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 SEZL PUT SEZZLE INC Financial Services 8,900.0 $1.5M 0.00% +3K +43.5% $171.63 -30.6%
2562 SPRB SPRUCE BIOSCIENCES INC Healthcare 28,278.0 $1.5M 0.00% NEW $54.00 -4.5%
2563 IMMR IMMERSION CORP Technology 224,693.0 $1.5M 0.00% NEW $6.77 +10.9%
2564 GRRR CALL GORILLA TECHNOLOGY GROUP INC Technology 76,500.0 $1.5M 0.00% NEW $19.88 -19.2%
2565 CDE CALL COEUR MNG INC Basic Materials 93,050.0 $1.5M 0.00% +19K +25.1% $16.32 +28.5%
2566 LSPD LIGHTSPEED COMMERCE INC Technology 144,680.0 $1.5M 0.00% -171K -54.2% $10.49 +1.2%
2567 ALK PUT ALASKA AIR GROUP INC Industrials 29,000.0 $1.5M 0.00% -38K -56.5% $52.20 -22.6%
2568 WEST WESTROCK COFFEE CO Consumer Defensive 186,642.0 $1.5M 0.00% NEW $8.11 +2.6%
2569 SITE CTRS CORP 381,221.0 $1.5M 0.00% -117K -23.5% $3.97
2570 PECO PHILLIPS EDISON & CO INC Real Estate 36,228.0 $1.5M 0.00% -19K -34.4% $41.62 -5.6%
2571 GABC GERMAN AMERN BANCORP INC Financial Services 31,758.0 $1.5M 0.00% +1K +4.5% $47.46 +5.1%
2572 HOG CALL HARLEY DAVIDSON INC Consumer Cyclical 61,500.0 $1.5M 0.00% +11K +22.0% $24.46 +15.3%
2573 CMPX COMPASS THERAPEUTICS INC Healthcare 686,577.0 $1.5M 0.00% NEW $2.19 +9.6%
2574 NTAP PUT NETAPP INC Technology 9,700.0 $1.5M 0.00% NEW $154.76 +24.2%
2575 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 67,200.0 $1.5M 0.00% +50K +286.2% $22.27 +7.5%
2576 ENS PUT ENERSYS Industrials 6,400.0 $1.5M 0.00% -2K -19.0% $233.82 -18.8%
2577 NLR VANECK ETF TRUST 12,900.0 $1.5M 0.00% -7K -36.2% $115.98 +3.4%
2578 AIQ CALL GLOBAL X FDS 22,700.0 $1.5M 0.00% -10K -29.7% $65.61 -3.3%
2579 PKBK PARKE BANCORP INC Financial Services 44,848.0 $1.5M 0.00% NEW $33.16 +3.0%
2580 TRV CALL TRAVELERS COMPANIES INC Financial Services 4,500.0 $1.5M 0.00% +300.0 +7.1% $330.12 +10.1%
Page 129 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%