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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 140 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 ROK PUT ROCKWELL AUTOMATION INC Industrials 2,200.0 $1.1M 0.00% -900.0 -29.0% $495.08 -11.7%
2782 CC CALL CHEMOURS CO Basic Materials 53,000.0 $1.1M 0.00% -95K -64.1% $20.52 -22.2%
2783 CNXC CALL CONCENTRIX CORP Technology 48,500.0 $1.1M 0.00% +36K +276.0% $22.41 +13.4%
2784 CMCL CALEDONIA MNG CORP Basic Materials 56,858.0 $1.1M 0.00% -26K -31.0% $19.10 +29.7%
2785 ECVT ECOVYST INC Basic Materials 87,219.0 $1.1M 0.00% -962K -91.7% $12.45 -16.1%
2786 ATI CALL ATI INC Industrials 5,500.0 $1.1M 0.00% +1K +22.2% $197.10 +5.0%
2787 RBRK CALL RUBRIK INC. Technology 13,500.0 $1.1M 0.00% -1K -8.2% $80.28 +24.7%
2788 SABR SABRE CORP Consumer Cyclical 517,546.0 $1.1M 0.00% +18K +3.5% $2.09 +0.5%
2789 FIS CALL FIDELITY NATL INFORMATION SV Technology 27,800.0 $1.1M 0.00% -17K -38.0% $38.88 +6.3%
2790 DVY CALL ISHARES TR 6,900.0 $1.1M 0.00% +3K +81.6% $156.30 +5.0%
2791 KHC PUT KRAFT HEINZ CO Consumer Defensive 45,600.0 $1.1M 0.00% -185K -80.2% $23.62 +8.3%
2792 ARKG PUT ARK ETF TR 25,600.0 $1.1M 0.00% -10K -29.1% $42.06 +17.6%
2793 BHF BRIGHTHOUSE FINL INC Financial Services 16,933.0 $1.1M 0.00% NEW $63.30 -17.4%
2794 SSL SASOL LTD Basic Materials 109,125.0 $1.1M 0.00% -1.2M -91.8% $9.82 +27.2%
2795 TG TREDEGAR CORP Industrials 134,311.0 $1.1M 0.00% +56K +70.8% $7.96 +0.1%
2796 CASS CASS INFORMATION SYS INC Industrials 20,805.0 $1.1M 0.00% NEW $51.32 +9.9%
2797 SIX FLAGS ENTERTAINMENT CORP 50,000.0 $1.1M 0.00% NEW $21.30
2798 LI CALL LI AUTO INC Consumer Cyclical 90,700.0 $1.1M 0.00% -32K -26.2% $11.74 +11.2%
2799 VPG CALL VISHAY PRECISION GROUP INC Technology 7,100.0 $1.1M 0.00% NEW $149.91 -55.6%
2800 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 36,000.0 $1.1M 0.00% -15K -29.3% $29.53 -5.8%
Page 140 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%