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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 178 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 EXC PUT EXELON CORP Utilities 4,300.0 $200K -14K -76.5% $46.62 -2.8%
3542 VOT VANGUARD INDEX FDS 654.0 $200K NEW $306.30 +0.0%
3543 CALL CORPAY INC 600.0 $200K NEW $333.27
3544 DBV TECHNOLOGIES S A 12,148.0 $199K NEW $16.40
3545 BZ KANZHUN LIMITED Industrials 15,458.0 $199K -1.3M -98.8% $12.87 +22.8%
3546 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 600.0 $198K NEW $330.46 -0.8%
3547 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 600.0 $198K NEW $330.46 -0.8%
3548 ACTG ACACIA RESH CORP Industrials 42,410.0 $198K -46K -52.1% $4.66 +0.2%
3549 ARIS CALL ARIS MINING CORPORATION Basic Materials 13,200.0 $197K NEW $14.91 +18.0%
3550 GLOB PUT GLOBANT S A Technology 6,800.0 $197K -14K -66.8% $28.94 +28.9%
3551 VICI CALL VICI PPTYS INC Real Estate 7,400.0 $196K NEW $26.55 -2.4%
3552 AMT PUT AMERICAN TOWER CORP Real Estate 1,200.0 $196K -45K -97.4% $163.57 +5.4%
3553 SPOK SPOK HLDGS INC Healthcare 19,105.0 $196K -71K -78.7% $10.24 +7.1%
3554 JAZZ CALL JAZZ PHARMACEUTICALS PLC Healthcare 800.0 $193K -500.0 -38.5% $240.97 +5.0%
3555 XFOR X4 PHARMACEUTICALS INC Healthcare 41,072.0 $192K NEW $4.67 -9.8%
3556 ICHR PUT ICHOR HOLDINGS Technology 1,700.0 $191K NEW $112.28 -41.1%
3557 ITW CALL ILLINOIS TOOL WKS INC Industrials 700.0 $189K NEW $270.47 +5.2%
3558 S CALL SENTINELONE INC Technology 11,100.0 $188K -4K -28.9% $16.97 +32.5%
3559 CGNX PUT COGNEX CORP Technology 2,600.0 $188K NEW $72.42 -12.4%
3560 UTI CALL UNIVERSAL TECHNICAL INST INC Consumer Defensive 4,400.0 $188K NEW $42.77 -41.5%
Page 178 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%