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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 148 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 DOCU PUT DOCUSIGN INC Technology 18,500.0 $822K 0.00% +1K +6.3% $44.42 +39.6%
2942 IDCC CALL INTERDIGITAL INC Technology 2,900.0 $821K 0.00% -7K -70.1% $283.13 +20.9%
2943 CCCC C4 THERAPEUTICS INC Healthcare 173,965.0 $812K 0.00% +5K +2.9% $4.67 -14.3%
2944 KDEF PUT EXCHANGE LISTED FDS TR 20,000.0 $810K 0.00% NEW $40.50 +1.6%
2945 OVV PUT OVINTIV INC Energy 15,300.0 $806K 0.00% NEW $52.65 +26.9%
2946 NOA NORTH AMERN CONSTR GROUP LTD Energy 60,535.0 $805K 0.00% +35K +135.1% $13.31 +5.4%
2947 CRNC CERENCE INC Technology 70,951.0 $803K 0.00% -62K -46.6% $11.32 -28.8%
2948 DAKT DAKTRONICS INC Technology 41,015.0 $802K 0.00% -74K -64.3% $19.56 -1.8%
2949 MKSI PUT MKS INC. Technology 1,800.0 $801K 0.00% +700.0 +63.6% $444.80 -37.3%
2950 IBB PUT ISHARES TR 4,200.0 $799K 0.00% -4K -48.8% $190.19 +12.3%
2951 NUAI PUT NEW ERA ENERGY & DIGITAL INC Energy 125,000.0 $798K 0.00% NEW $6.38 -23.8%
2952 CCBG CAPITAL CITY BANK Financial Services 16,085.0 $795K 0.00% +11K +215.4% $49.42 +3.9%
2953 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 1,600.0 $795K 0.00% -2K -55.6% $496.73 +10.3%
2954 AIQ PUT GLOBAL X FDS 12,100.0 $794K 0.00% +2K +16.4% $65.61 -3.3%
2955 PUT PONY AI INC 113,600.0 $790K 0.00% +85K +294.4% $6.95
2956 CUBI CUSTOMERS BANCORP INC Financial Services 9,949.0 $787K 0.00% +4K +72.4% $79.10 +0.9%
2957 MKC CALL MCCORMICK & CO INC Consumer Defensive 15,600.0 $787K 0.00% NEW $50.42 +9.9%
2958 VSCO CALL VICTORIAS SECRET AND CO Consumer Cyclical 9,400.0 $785K 0.00% -3K -22.3% $83.48 +0.7%
2959 PFSI PUT PENNYMAC FINL SVCS INC NEW Financial Services 9,000.0 $784K 0.00% $87.10 -13.8%
2960 HIVE CALL HIVE DIGITAL TECHNOLOGIES LT Financial Services 214,700.0 $782K 0.00% NEW $3.64 -16.8%
Page 148 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%