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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 59 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 VALE CALL VALE S A Basic Materials 817,400.0 $12.3M 0.01% +137K +20.1% $15.04 -3.0%
1162 HERTZ CORP 23,204,520.0 $12.3M 0.01% +16.0M +223.6% $0.53
1163 NEE CALL NEXTERA ENERGY INC Utilities 139,800.0 $12.3M 0.01% +53K +60.9% $87.77 -4.7%
1164 ZETA ZETA GLOBAL HOLDINGS CORP Technology 623,129.0 $12.3M 0.01% NEW $19.68 +47.7%
1165 HBM HUDBAY MINERALS INC Basic Materials 519,318.0 $12.3M 0.01% -20K -3.8% $23.61 +27.3%
1166 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 46,570.0 $12.3M 0.01% NEW $263.26 +40.0%
1167 VLO PUT VALERO ENERGY CORP Energy 47,000.0 $12.2M 0.01% +25K +117.6% $260.44 +34.0%
1168 SPGI PUT S&P GLOBAL INC Financial Services 30,000.0 $12.2M 0.01% -1K -3.2% $407.26 +5.9%
1169 IPSC CENTURY THERAPEUTICS INC Healthcare 4,980,526.0 $12.2M 0.01% -984K -16.5% $2.45 -15.5%
1170 XLY PUT SELECT SECTOR SPDR TR 104,000.0 $12.2M 0.01% -54K -34.0% $117.28 +0.6%
1171 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 228,463.0 $12.2M 0.01% -11K -4.7% $53.30 +8.2%
1172 NVCR NOVOCURE LTD Healthcare 803,120.0 $12.2M 0.01% -558K -41.0% $15.15 +12.9%
1173 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 38,300.0 $12.2M 0.01% +4K +11.0% $317.53 -8.0%
1174 MIR MIRION TECHNOLOGIES INC Industrials 677,509.0 $12.1M 0.01% +503K +288.8% $17.93 -17.3%
1175 LC HAPPEN INC Financial Services 585,351.0 $12.1M 0.01% -2.2M -78.7% $20.74 -7.4%
1176 ELF CALL E L F BEAUTY INC Consumer Defensive 163,200.0 $12.1M 0.01% +128K +369.0% $74.00 +37.8%
1177 SHEL PUT SHELL PLC Energy 155,100.0 $12.0M 0.01% +107K +220.4% $77.54 +20.4%
1178 CSCO PUT CISCO SYS INC Technology 102,200.0 $12.0M 0.01% -376K -78.6% $117.46 -5.5%
1179 JBL CALL JABIL INC Technology 31,100.0 $12.0M 0.01% -9K -22.6% $385.48 -18.7%
1180 GRRR PUT GORILLA TECHNOLOGY GROUP INC Technology 600,000.0 $11.9M 0.01% NEW $19.88 -19.2%
Page 59 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%