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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 42 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 387,300.0 $22.3M 0.03% +210K +118.4% $57.62 +16.3%
822 LOW CALL LOWES COS INC Consumer Cyclical 101,200.0 $22.3M 0.03% -20K -16.3% $220.49 -2.0%
823 CALY CALLAWAY GOLF CO Consumer Cyclical 1,185,418.0 $22.3M 0.03% -1.1M -49.1% $18.79 -15.4%
824 CALL FORTINET INC 144,400.0 $22.2M 0.02% +14K +10.3% $153.62
825 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 289,400.0 $22.1M 0.02% +166K +135.3% $76.40 +5.1%
826 KKR PUT KKR & CO INC 240,500.0 $22.1M 0.02% +56K +30.3% $91.78
827 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 731,362.0 $22.1M 0.02% +341K +87.5% $30.18 -1.4%
828 KWEB CALL KRANESHARES TRUST 901,000.0 $22.0M 0.02% -552K -38.0% $24.47 +8.9%
829 TD PUT TORONTO DOMINION BK ONT Financial Services 181,000.0 $22.0M 0.02% +3K +1.9% $121.43 -3.5%
830 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 48,700.0 $22.0M 0.02% +15K +44.1% $450.98 +15.6%
831 ZTO ZTO EXPRESS CAYMAN INC Industrials 979,113.0 $21.9M 0.02% +423K +76.0% $22.38 -4.5%
832 C PUT CITIGROUP INC Financial Services 156,500.0 $21.9M 0.02% -3K -2.1% $139.96 -5.9%
833 SO CALL SOUTHERN CO Utilities 228,600.0 $21.9M 0.02% +138K +151.5% $95.71 -7.1%
834 U CALL UNITY SOFTWARE INC Technology 764,300.0 $21.8M 0.02% +533K +230.7% $28.58 +64.2%
835 RSP CALL INVESCO EXCHANGE TRADED FD T 102,500.0 $21.8M 0.02% +56K +121.4% $212.77 +4.2%
836 IIPR INNOVATIVE INDL PPTYS INC Real Estate 351,544.0 $21.8M 0.02% -113K -24.4% $61.98 -8.5%
837 EOG CALL EOG RES INC Energy 167,900.0 $21.8M 0.02% +158K +1596.0% $129.73 +18.0%
838 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,115,011.0 $21.8M 0.02% +555K +99.0% $19.51 +4.5%
839 VSAT VIASAT INC Technology 242,201.0 $21.8M 0.02% +208K +610.5% $89.81 -16.8%
840 LLY PUT ELI LILLY & CO Healthcare 18,100.0 $21.7M 0.02% -3K -15.8% $1199.43 +4.6%
Page 42 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%