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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 176 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 HBM PUT HUDBAY MINERALS INC Basic Materials 9,400.0 $222K NEW $23.61 +11.9%
3502 BURL CALL BURLINGTON STORES INC Consumer Cyclical 700.0 $222K -200.0 -22.2% $316.80 +6.4%
3503 PUT HONEYWELL AEROSPACE INC 1,000.0 $221K NEW $221.08
3504 STT CALL STATE STR CORP Financial Services 1,300.0 $220K NEW $169.60 +13.1%
3505 OPK OPKO HEALTH INC Healthcare 145,234.0 $218K +52K +55.6% $1.50 -9.3%
3506 SHLS CALL SHOALS TECHNOLOGIES GROUP IN Energy 22,000.0 $218K NEW $9.90 -22.4%
3507 CALL NIOCORP DEVS LTD 44,700.0 $215K $4.82
3508 GSK PUT GSK PLC Healthcare 4,100.0 $215K NEW $52.42 -2.4%
3509 EYPT CALL EYEPOINT INC Healthcare 15,000.0 $214K +2K +12.8% $14.30 -61.7%
3510 EYPT PUT EYEPOINT INC Healthcare 15,000.0 $214K +2K +12.8% $14.30 -61.7%
3511 ELPC COMPANHIA PARANAENSE DE ENER Utilities 18,324.0 $213K NEW $11.65 -9.8%
3512 SII PUT SPROTT INC Financial Services 1,900.0 $213K -4K -70.3% $112.35 +4.7%
3513 RSG CALL REPUBLIC SVCS INC Industrials 1,000.0 $213K NEW $213.08 +1.8%
3514 GAP CALL GAP INC Consumer Cyclical 11,400.0 $213K -16K -58.4% $18.68 +7.5%
3515 MRAM CALL EVERSPIN TECHNOLOGIES INC Technology 8,800.0 $213K NEW $24.18 -23.7%
3516 SONY PUT SONY GROUP CORP Technology 10,600.0 $213K -8K -44.5% $20.06 +16.8%
3517 VLN VALENS SEMICONDUCTOR LTD Technology 94,086.0 $213K +57K +155.2% $2.26 -19.0%
3518 SIGA SIGA TECHNOLOGIES INC Healthcare 58,212.0 $212K +20K +54.3% $3.64 -17.9%
3519 RUN PUT SUNRUN INC Energy 15,800.0 $211K -52K -76.9% $13.38 -30.8%
3520 VAL CALL VALARIS LTD Energy 2,900.0 $211K -24K -89.4% $72.60 +19.0%
Page 176 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 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%