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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 142 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 BEPC BROOKFIELD RENEWABLE CORP Utilities 27,655.0 $1.0M 0.00% NEW $37.14 -10.5%
2822 FIVE PUT FIVE BELOW INC Consumer Cyclical 5,700.0 $1.0M 0.00% NEW $179.79 +39.2%
2823 DHC DIVERSIFIED HEALTHCARE TR Real Estate 110,000.0 $1.0M 0.00% NEW $9.30 -13.8%
2824 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 7,000.0 $1.0M 0.00% +5K +191.7% $146.11 -2.1%
2825 OPY OPPENHEIMER HLDGS INC Financial Services 9,681.0 $1.0M 0.00% -279.0 -2.8% $105.54 +9.9%
2826 HSAI CALL HESAI GROUP Consumer Cyclical 55,900.0 $1.0M 0.00% NEW $18.22 +4.8%
2827 WMB CALL WILLIAMS COS INC Energy 13,700.0 $1.0M 0.00% +8K +128.3% $74.34 -5.2%
2828 GAU GALIANO GOLD INC Basic Materials 544,289.0 $1.0M 0.00% +12K +2.2% $1.87 +25.3%
2829 RKLB ROCKET LAB CORP Industrials 10,000.0 $1.0M 0.00% NEW $101.65 -28.6%
2830 FDS CALL FACTSET RESH SYS INC Financial Services 4,400.0 $1.0M 0.00% -400.0 -8.3% $230.08 +30.4%
2831 CBC CENTRAL BANCOMPANY Financial Services 33,269.0 $1.0M 0.00% NEW $30.38 +5.2%
2832 LPL LG DISPLAY CO LTD Technology 259,796.0 $1.0M 0.00% -63K -19.6% $3.89 -15.7%
2833 TEL CALL TE CONNECTIVITY PLC Technology 5,000.0 $1.0M 0.00% NEW $201.61 +1.0%
2834 BSAC BANCO SANTANDER CHILE NEW Financial Services 30,600.0 $1.0M 0.00% NEW $32.93 +6.8%
2835 VRT VERTIV HOLDINGS CO Industrials 3,000.0 $1.0M 0.00% NEW $334.82 -21.8%
2836 ECL CALL ECOLAB INC Basic Materials 3,600.0 $1.0M 0.00% +3K +300.0% $278.61 +1.1%
2837 BKSY PUT BLACKSKY TECHNOLOGY INC Technology 35,900.0 $1.0M 0.00% -37K -50.8% $27.92 -0.6%
2838 TE PUT T1 ENERGY INC Industrials 105,000.0 $995K 0.00% -61K -36.9% $9.48 -53.4%
2839 IAG PUT IAMGOLD CORP Basic Materials 62,600.0 $992K 0.00% +7K +13.4% $15.84 +33.5%
2840 LEU PUT CENTRUS ENERGY CORP Energy 5,900.0 $990K 0.00% -200.0 -3.3% $167.87 +11.0%
Page 142 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%