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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 193 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 OPENDOOR TECHNOLOGIES INC 64,077.0 $32K +15K +31.7% $0.49
3842 BRIDGER AEROSPACE GRP HLDGS 16,305.0 $31K -25K -60.8% $1.92
3843 NAMIB MINERALS 140,000.0 $31K $0.22
3844 RHI CALL ROBERT HALF INC. Industrials 1,000.0 $31K -15K -93.8% $30.70 +38.3%
3845 AURORA CANNABIS INC 10,665.0 $30K NEW $2.82
3846 VEU VANGUARD INTL EQUITY INDEX F 349.0 $29K NEW $83.75 +2.5%
3847 ES PUT EVERSOURCE ENERGY Utilities 400.0 $29K NEW $72.27 -0.5%
3848 HRI CALL HERC HLDGS INC Industrials 200.0 $29K NEW $143.34 +20.8%
3849 ADCT CALL ADC THERAPEUTICS SA Healthcare 26,400.0 $28K $1.07 +2.8%
3850 CRBU CARIBOU BIOSCIENCES INC Healthcare 15,769.0 $28K -172K -91.6% $1.76 -10.8%
3851 ROKU PUT ROKU INC Communication Services 200.0 $28K NEW $138.14 +14.6%
3852 BTMD BIOTE CORP Healthcare 14,565.0 $28K NEW $1.89 -27.5%
3853 OLMA PUT OLEMA PHARMACEUTICALS INC Healthcare 2,200.0 $28K NEW $12.51 -13.9%
3854 INMB INMUNE BIO INC Healthcare 16,577.0 $27K NEW $1.63 +30.7%
3855 ACHR PUT ARCHER AVIATION INC Industrials 5,500.0 $26K NEW $4.73 +35.1%
3856 NPWR NET POWER INC Industrials 15,340.0 $26K -19K -55.0% $1.67 +3.6%
3857 CGEN COMPUGEN LTD Healthcare 11,901.0 $25K NEW $2.14 +9.8%
3858 GRWG GROWGENERATION CORP Consumer Cyclical 17,138.0 $25K -29K -62.8% $1.48 +27.7%
3859 SUNPOWER INC 36,563.0 $25K NEW $0.69
3860 PURR HYPERLIQUID STRATEGIES INC Basic Materials 3,181.0 $25K NEW $7.87 -9.1%
Page 193 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%