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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 157 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 5,900.0 $567K 0.00% $96.12 -50.1%
3122 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 19,100.0 $564K 0.00% -144K -88.3% $29.54 -3.1%
3123 JACK JACK IN THE BOX INC Consumer Cyclical 35,591.0 $563K 0.00% NEW $15.81 +7.1%
3124 ISTR INVESTAR HOLDING CORP Financial Services 18,641.0 $558K 0.00% +8K +71.3% $29.96 +0.9%
3125 WMB PUT WILLIAMS COS INC Energy 7,500.0 $558K 0.00% NEW $74.34 -4.6%
3126 YOU PUT CLEAR SECURE INC Technology 10,000.0 $557K 0.00% NEW $55.73 -22.7%
3127 MNTN INC 60,457.0 $556K 0.00% -145K -70.6% $9.20
3128 ROIV CALL ROIVANT SCIENCES LTD Healthcare 15,700.0 $556K 0.00% -21K -57.2% $35.39 +3.0%
3129 LNTH CALL LANTHEUS HLDGS INC Healthcare 5,000.0 $555K 0.00% -100.0 -2.0% $110.94 -9.6%
3130 FRONTVIEW REIT INC 27,400.0 $554K 0.00% NEW $20.23
3131 NEXT PUT NEXTDECADE CORP Energy 73,400.0 $553K 0.00% +54K +280.3% $7.54 -5.4%
3132 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 4,200.0 $553K 0.00% -4K -48.8% $131.58 +3.3%
3133 RWR SPDR SERIES TRUST 4,874.0 $551K 0.00% NEW $112.97 +1.3%
3134 OKTA PUT OKTA INC Technology 4,000.0 $546K 0.00% -11K -72.6% $136.45 -1.0%
3135 IYG ISHARES TR 6,016.0 $544K 0.00% +1K +31.4% $90.47 +6.7%
3136 LRN PUT STRIDE INC Consumer Defensive 6,300.0 $543K 0.00% +2K +53.7% $86.24 -2.1%
3137 EZU CALL ISHARES INC 7,800.0 $542K 0.00% -300.0 -3.7% $69.50 +2.9%
3138 SSYS STRATASYS LTD Technology 63,237.0 $541K 0.00% +20K +46.8% $8.56 -8.6%
3139 CALL SKEENA RES LTD NEW 20,300.0 $541K 0.00% NEW $26.66
3140 FFIV PUT F5 INC Technology 1,300.0 $541K 0.00% NEW $415.96 -8.2%
Page 157 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%