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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 64 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 57,500.0 $10.5M 0.01% -2K -3.7% $183.11 -0.7%
1262 DEI DOUGLAS EMMETT INC Real Estate 891,265.0 $10.5M 0.01% +290K +48.2% $11.80 -0.1%
1263 EFA CALL ISHARES TR 101,100.0 $10.5M 0.01% -12K -10.5% $103.88 +4.2%
1264 EOLS EVOLUS INC Healthcare 1,508,518.0 $10.5M 0.01% NEW $6.94 +20.9%
1265 INTR INTER & CO INC Financial Services 1,923,967.0 $10.4M 0.01% +1.5M +337.5% $5.43 -0.7%
1266 SIL PUT GLOBAL X FDS 134,700.0 $10.4M 0.01% -106K -43.9% $77.46 +28.5%
1267 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 94,900.0 $10.4M 0.01% -109K -53.5% $109.77 -0.4%
1268 GDXJ PUT VANECK ETF TRUST 106,000.0 $10.4M 0.01% -78K -42.5% $98.25 +35.0%
1269 BLACKSTONE DIGITAL INFRASTRU 479,675.0 $10.4M 0.01% NEW $21.63
1270 AXGN AXOGEN INC Healthcare 224,618.0 $10.4M 0.01% +22K +11.0% $46.19 +9.1%
1271 PRU PUT PRUDENTIAL FINL INC Financial Services 96,100.0 $10.4M 0.01% +36K +59.1% $107.93 +12.2%
1272 DCO DUCOMMUN INC DEL Industrials 55,982.0 $10.4M 0.01% NEW $185.21 +3.5%
1273 XLE SELECT SECTOR SPDR TR 194,861.0 $10.3M 0.01% $53.11 +19.8%
1274 WBD CALL WARNER BROS DISCOVERY INC Communication Services 388,000.0 $10.3M 0.01% -272K -41.2% $26.66 +7.1%
1275 MXL CALL MAXLINEAR INC Technology 80,700.0 $10.3M 0.01% NEW $128.03 -48.0%
1276 EWP ISHARES INC 173,900.0 $10.3M 0.01% NEW $59.39 +5.9%
1277 ARXS ARXIS INC Industrials 223,687.0 $10.3M 0.01% NEW $46.14 +15.4%
1278 MCD CALL MCDONALDS CORP Consumer Cyclical 38,100.0 $10.3M 0.01% -34K -47.5% $270.31 +0.2%
1279 PEP PUT PEPSICO INC Consumer Defensive 76,000.0 $10.3M 0.01% -3K -3.3% $135.40 +6.0%
1280 TKR TIMKEN CO Industrials 70,805.0 $10.3M 0.01% -85K -54.6% $145.32 -13.9%
Page 64 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%