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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 55 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 EXLS EXLSERVICE HLDGS INC Technology 540,554.0 $14.0M 0.01% -510K -48.6% $25.86 +45.1%
1082 TEL TE CONNECTIVITY PLC Technology 69,300.0 $14.0M 0.01% NEW $201.61 +1.0%
1083 ITA PUT ISHARES TR 57,600.0 $14.0M 0.01% -49K -45.8% $242.42 -2.1%
1084 MACOM TECH SOLUTIONS HLDGS I 6,000,000.0 $13.9M 0.01% -5.0M -45.5% $2.31
1085 KRE PUT SPDR SERIES TRUST 185,000.0 $13.8M 0.01% NEW $74.85 +0.0%
1086 POET CALL POET TECHNOLOGIES INC Technology 1,341,400.0 $13.8M 0.01% +783K +140.2% $10.28 -19.7%
1087 MMS MAXIMUS INC Industrials 256,453.0 $13.8M 0.01% +53K +26.2% $53.76 +8.3%
1088 LUV PUT SOUTHWEST AIRLS CO Industrials 268,100.0 $13.8M 0.01% +61K +29.3% $51.42 -21.5%
1089 HPQ CALL HP INC Technology 626,400.0 $13.7M 0.01% +64K +11.3% $21.94 +35.4%
1090 BB CALL BLACKBERRY LTD Technology 1,086,300.0 $13.7M 0.01% NEW $12.65 -36.4%
1091 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 120,000.0 $13.7M 0.01% NEW $114.41 -16.1%
1092 EWZ PUT ISHARES INC 397,200.0 $13.7M 0.01% -449K -53.1% $34.50 +1.6%
1093 AXP CALL AMERICAN EXPRESS CO Financial Services 40,300.0 $13.6M 0.01% +21K +108.8% $338.25 -0.7%
1094 LBRDK LIBERTY BROADBAND CORP Communication Services 409,638.0 $13.6M 0.01% +143K +53.7% $33.26 +8.3%
1095 DUK CALL DUKE ENERGY CORP NEW Utilities 107,300.0 $13.6M 0.01% -17K -13.8% $126.58 -5.3%
1096 CENX CENTURY ALUM CO Basic Materials 294,555.0 $13.6M 0.01% -275K -48.3% $46.01 -4.5%
1097 COLD AMERICOLD REALTY TRUST INC Real Estate 860,862.0 $13.5M 0.01% +793K +1160.7% $15.72 -3.0%
1098 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 399,200.0 $13.5M 0.01% +16K +4.1% $33.88 +10.2%
1099 TXN PUT TEXAS INSTRS INC Technology 45,300.0 $13.5M 0.01% +16K +54.6% $298.07 -11.3%
1100 ITA CALL ISHARES TR 55,600.0 $13.5M 0.01% -17K -23.7% $242.42 -2.1%
Page 55 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%