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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 130 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 29,700.0 $1.5M 0.00% -30K -49.9% $49.98 +4.7%
2582 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 13,300.0 $1.5M 0.00% NEW $111.31 +26.9%
2583 ALT ALTIMMUNE INC Healthcare 486,884.0 $1.5M 0.00% -178K -26.8% $3.04 +2.3%
2584 VLUE PUT ISHARES TR 7,400.0 $1.5M 0.00% NEW $199.81 +1.4%
2585 CBAN COLONY BANKCORP INC Financial Services 73,534.0 $1.5M 0.00% NEW $20.09 +6.9%
2586 DIVERSIFIED ENERGY CO 106,198.0 $1.5M 0.00% -244K -69.7% $13.86
2587 PR CALL PERMIAN RESOURCES CORP Energy 79,900.0 $1.5M 0.00% NEW $18.41 +29.0%
2588 STLD CALL STEEL DYNAMICS INC Basic Materials 6,400.0 $1.5M 0.00% NEW $229.46 -0.3%
2589 EH CALL EHANG HLDGS LTD Industrials 224,200.0 $1.5M 0.00% +16K +7.9% $6.55 -15.9%
2590 CALL RAMACO RES INC 110,800.0 $1.5M 0.00% -82K -42.6% $13.23
2591 HII CALL HUNTINGTON INGALLS INDS INC Industrials 5,200.0 $1.5M 0.00% -3K -36.6% $279.89 +6.5%
2592 BANR BANNER CORP Financial Services 21,854.0 $1.5M 0.00% -30K -57.8% $66.44 +7.1%
2593 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 51,945.0 $1.5M 0.00% -54K -50.9% $27.92 -12.2%
2594 EWG CALL ISHARES INC 35,000.0 $1.4M 0.00% +28K +422.4% $41.37 +6.8%
2595 JHG JANUS HENDERSON GROUP PLC Financial Services 27,844.0 $1.4M 0.00% -109K -79.6% $51.95 -0.0%
2596 SHW CALL SHERWIN WILLIAMS CO Basic Materials 4,200.0 $1.4M 0.00% -9K -68.4% $344.32 +0.7%
2597 PFSI CALL PENNYMAC FINL SVCS INC NEW Financial Services 16,600.0 $1.4M 0.00% +4K +30.7% $87.10 -13.8%
2598 DUK PUT DUKE ENERGY CORP NEW Utilities 11,400.0 $1.4M 0.00% -32K -73.5% $126.58 -5.3%
2599 XPEV PUT XPENG INC Consumer Cyclical 108,900.0 $1.4M 0.00% +45K +69.9% $13.24 -7.9%
2600 HIFS HINGHAM INSTN SVGS MASS Financial Services 4,671.0 $1.4M 0.00% +2K +53.6% $307.15 -3.2%
Page 130 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%