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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 180 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 FSK PUT FS KKR CAP CORP Financial Services 16,300.0 $171K -4K -17.7% $10.50 +13.4%
3582 SOLS CALL SOLSTICE ADVANCED MATLS INC Basic Materials 1,925.0 $171K NEW $88.60 -32.2%
3583 REI RING ENERGY INC Energy 157,726.0 $170K -90K -36.4% $1.08 +34.3%
3584 DHT DHT HOLDINGS INC Energy 10,219.0 $169K -793K -98.7% $16.53 +16.8%
3585 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 9,900.0 $168K -32K -76.6% $16.96 +9.0%
3586 ASCENT INDUSTRIES CO 11,067.0 $166K NEW $15.03
3587 IMUX IMMUNIC INC Healthcare 10,806.0 $166K NEW $15.37 +10.0%
3588 HDV PUT ISHARES TR 6,000.0 $164K +3K +130.8% $27.41 +7.8%
3589 AFYA AFYA LTD Consumer Defensive 10,985.0 $163K NEW $14.84 -8.7%
3590 KOLIBRI GLOBAL ENERGY INC 32,689.0 $163K NEW $4.98
3591 TTAN PUT SERVICETITAN INC Technology 2,300.0 $163K NEW $70.71 +28.9%
3592 VRSK PUT VERISK ANALYTICS INC Industrials 900.0 $162K NEW $179.53 -0.4%
3593 RL PUT RALPH LAUREN CORP Consumer Cyclical 400.0 $161K NEW $401.41 -5.8%
3594 IDR CALL IDAHO STRATEGIC RESOURCES Basic Materials 4,900.0 $160K -12K -71.5% $32.75 -9.0%
3595 MTCH CALL MATCH GROUP INC NEW Communication Services 4,200.0 $160K NEW $38.05 +1.7%
3596 MTCH PUT MATCH GROUP INC NEW Communication Services 4,200.0 $160K NEW $38.05 +1.7%
3597 PUT APTIV PLC 2,600.0 $160K NEW $61.38
3598 PUT BIRKENSTOCK HOLDING PLC 3,700.0 $159K -3K -47.1% $43.03
3599 PSA CALL PUBLIC STORAGE Real Estate 500.0 $159K -1K -66.7% $318.31 +1.5%
3600 BOTZ GLOBAL X FDS 4,191.0 $159K NEW $37.94 -3.7%
Page 180 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%