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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 139 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 PATH CALL UIPATH INC Technology 103,600.0 $1.1M 0.00% -64K -38.3% $10.87 +50.8%
2762 SOXX ISHARES TR 1,755.0 $1.1M 0.00% +585.0 +50.0% $640.76 -18.8%
2763 NOC PUT NORTHROP GRUMMAN CORP Industrials 2,200.0 $1.1M 0.00% +2K +633.3% $509.31 +8.2%
2764 GSL GLOBAL SHIP LEASE INC Industrials 29,744.0 $1.1M 0.00% -134K -81.8% $37.60 +16.6%
2765 ED CALL CONSOLIDATED EDISON INC Utilities 10,100.0 $1.1M 0.00% +6K +173.0% $110.63 -3.9%
2766 EMBJ CALL EMBRAER S.A. Industrials 17,500.0 $1.1M 0.00% $63.80 +19.0%
2767 BMRC BANK OF MARIN BANCORP Financial Services 40,302.0 $1.1M 0.00% NEW $27.70 -2.9%
2768 BMO CALL BANK MONTREAL MEDIUM Financial Services 6,300.0 $1.1M 0.00% NEW $176.70 -1.3%
2769 HIMX CALL HIMAX TECHNOLOGIES INC Technology 72,500.0 $1.1M 0.00% NEW $15.34 -10.1%
2770 VFC PUT V F CORP Consumer Cyclical 66,500.0 $1.1M 0.00% +54K +454.2% $16.68 -13.8%
2771 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 54,964.0 $1.1M 0.00% NEW $20.18 +7.0%
2772 NGVT INGEVITY CORP Basic Materials 14,842.0 $1.1M 0.00% -53K -78.2% $74.67 -5.9%
2773 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 65,345.0 $1.1M 0.00% -8K -11.2% $16.96 -5.5%
2774 SKYT SKYWATER TECHNOLOGY INC Technology 31,754.0 $1.1M 0.00% -10K -23.8% $34.82 -6.8%
2775 INGN INOGEN INC Healthcare 171,342.0 $1.1M 0.00% -471K -73.3% $6.45 -13.0%
2776 TSSI TSS INC DEL Technology 89,742.0 $1.1M 0.00% NEW $12.30 -28.9%
2777 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 13,900.0 $1.1M 0.00% -3K -18.7% $79.29 -24.7%
2778 WEAT TEUCRIUM COMMODITY TR Financial Services 50,000.0 $1.1M 0.00% NEW $22.03 +15.3%
2779 KBWB INVESCO EXCH TRADED FD TR II 11,779.0 $1.1M 0.00% -198K -94.4% $92.98 +2.8%
2780 SOXX PUT ISHARES TR 1,700.0 $1.1M 0.00% NEW $640.76 -18.8%
Page 139 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%