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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 43 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 COIN CALL COINBASE GLOBAL INC Financial Services 148,400.0 $21.7M 0.02% -16K -9.9% $146.19 +27.6%
842 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 225,900.0 $21.7M 0.02% +85K +60.5% $95.98 +24.3%
843 FR FIRST INDL RLTY TR INC Real Estate 353,254.0 $21.7M 0.02% +100K +39.7% $61.31 +2.6%
844 BIDU PUT BAIDU INC Communication Services 189,500.0 $21.7M 0.02% +128K +210.2% $114.29 -18.4%
845 FCX PUT FREEPORT MCMORAN INC Basic Materials 343,600.0 $21.6M 0.02% -241K -41.2% $62.89 +21.9%
846 ANET PUT ARISTA NETWORKS INC Technology 127,100.0 $21.6M 0.02% +5K +4.0% $169.88 +11.0%
847 BTU PUT PEABODY ENGR CORP Energy 930,300.0 $21.5M 0.02% -49K -5.0% $23.12 +19.4%
848 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,287,381.0 $21.5M 0.02% +31K +1.4% $9.39 +20.0%
849 AFRM PUT AFFIRM HLDGS INC Technology 262,700.0 $21.4M 0.02% +206K +360.9% $81.55 -5.5%
850 ALB CALL ALBEMARLE CORP Basic Materials 158,400.0 $21.4M 0.02% +122K +340.0% $135.03 +6.1%
851 TRP TC ENERGY CORP Energy 322,416.0 $21.3M 0.02% -233K -42.0% $66.12 -6.2%
852 AHR AMERICAN HEALTHCARE REIT INC Real Estate 408,275.0 $21.3M 0.02% NEW $52.15 +7.2%
853 KEEL KEEL INFRASTRUCTURE CORP Technology 3,690,743.0 $21.2M 0.02% NEW $5.74 -42.2%
854 BPOP POPULAR INC Financial Services 128,908.0 $21.2M 0.02% -50K -28.0% $164.18 +3.0%
855 MOS CALL MOSAIC CO Basic Materials 998,300.0 $21.2M 0.02% +739K +284.9% $21.19 +15.2%
856 CAH CALL CARDINAL HEALTH INC Healthcare 88,900.0 $21.1M 0.02% -44K -33.2% $237.56 -3.4%
857 SMCI PUT SUPER MICRO COMPUTER INC Technology 718,400.0 $21.1M 0.02% -1.9M -72.8% $29.33 +27.0%
858 RIOT CALL RIOT PLATFORMS INC Financial Services 768,800.0 $21.0M 0.02% +9K +1.2% $27.38 -27.6%
859 EQUINOX GOLD CORP 12,500,000.0 $21.0M 0.02% $1.68
860 KMPR KEMPER CORP Financial Services 778,809.0 $21.0M 0.02% +98K +14.4% $26.96 +0.3%
Page 43 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%