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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 133 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 PLTK PLAYTIKA HLDG CORP Technology 362,830.0 $1.3M 0.00% +203K +127.6% $3.72 -36.3%
2642 LIN CALL LINDE PLC Basic Materials 2,600.0 $1.3M 0.00% +2K +225.0% $518.94 -6.0%
2643 ACADIAN ASSET MANAGEMENT INC 18,848.0 $1.3M 0.00% NEW $71.52
2644 NTR PUT NUTRIEN LTD Basic Materials 21,400.0 $1.3M 0.00% +17K +345.8% $62.95 +19.6%
2645 HWM PUT HOWMET AEROSPACE INC Industrials 5,000.0 $1.3M 0.00% -23K -82.1% $268.86 +1.0%
2646 PUT FEDEX FGHT HLDG CO INC 8,900.0 $1.3M 0.00% NEW $151.00
2647 DSGX DESCARTES SYS GROUP INC Technology 19,339.0 $1.3M 0.00% -109K -84.9% $69.33 +12.8%
2648 XLC CALL SELECT SECTOR SPDR TR 12,500.0 $1.3M 0.00% -65K -83.9% $107.13 +4.0%
2649 D PUT DOMINION ENERGY INC Utilities 19,600.0 $1.3M 0.00% -18K -48.6% $68.29 -2.5%
2650 RH CALL RH Consumer Cyclical 8,100.0 $1.3M 0.00% -2K -17.4% $164.73 -7.0%
2651 VTEX VTEX Technology 333,317.0 $1.3M 0.00% +117K +53.8% $4.00 -8.8%
2652 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 14,806.0 $1.3M 0.00% -17K -52.9% $90.01 +21.1%
2653 SEM SELECT MED HLDGS CORP Healthcare 80,629.0 $1.3M 0.00% NEW $16.51 -0.0%
2654 CADL CANDEL THERAPEUTICS INC Healthcare 129,183.0 $1.3M 0.00% +22K +20.5% $10.30 +27.5%
2655 CTEV CLARITEV CORPORATION Healthcare 39,000.0 $1.3M 0.00% -50K -56.4% $34.11 +9.3%
2656 TLS TELOS CORP MD Technology 289,121.0 $1.3M 0.00% -37K -11.4% $4.60 -2.2%
2657 CHRONOSCALE CORP 59,793.0 $1.3M 0.00% NEW $22.22
2658 O PUT REALTY INCOME CORP Real Estate 21,400.0 $1.3M 0.00% -38K -64.1% $61.96 +1.0%
2659 BELFA BEL FUSE INC 4,533.0 $1.3M 0.00% +785.0 +20.9% $291.23
2660 VLUE CALL ISHARES TR 6,600.0 $1.3M 0.00% NEW $199.81 +1.4%
Page 133 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%