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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 69 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 VICR CALL VICOR CORP Technology 23,200.0 $8.8M 0.01% +14K +144.2% $379.78 -49.0%
1362 CURB CURBLINE PPTYS CORP Real Estate 289,727.0 $8.8M 0.01% -46K -13.8% $30.40 -2.7%
1363 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 30,238.0 $8.8M 0.01% -12K -28.6% $291.17 -10.5%
1364 EPAC ENERPAC TOOL GROUP CORP Industrials 245,463.0 $8.8M 0.01% +191K +347.2% $35.86 +3.6%
1365 IHI ISHARES TR 178,122.0 $8.8M 0.01% -5K -2.6% $49.41 +13.4%
1366 HOOD ROBINHOOD MKTS INC Financial Services 87,600.0 $8.8M 0.01% NEW $100.28 +6.9%
1367 ARIS ARIS MINING CORPORATION Basic Materials 589,486.0 $8.8M 0.01% +242K +69.6% $14.90 +38.5%
1368 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 931,000.0 $8.7M 0.01% +342K +58.1% $9.39 +25.1%
1369 PUT BUNGE GLOBAL SA 81,700.0 $8.7M 0.01% -51K -38.2% $106.73
1370 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 500,000.0 $8.7M 0.01% -1.9M -79.2% $17.35 -3.3%
1371 EMR CALL EMERSON ELEC CO Industrials 60,600.0 $8.7M 0.01% -31K -33.8% $143.15 +9.7%
1372 AEP CALL AMERICAN ELEC PWR CO INC Utilities 63,400.0 $8.7M 0.01% -39K -38.1% $136.81 -11.6%
1373 SBAC SBA COMMUNICATIONS CORP Real Estate 49,105.0 $8.7M 0.01% -53K -51.9% $176.46 +4.3%
1374 KASPI KZ JSC 99,918.0 $8.7M 0.01% +92K +1185.0% $86.64
1375 WVE WAVE LIFE SCIENCES LTD Healthcare 1,484,989.0 $8.6M 0.01% NEW $5.81 -11.3%
1376 MRNA CALL MODERNA INC Healthcare 123,200.0 $8.6M 0.01% -323K -72.4% $70.03 +101.4%
1377 LSTR LANDSTAR SYS INC Industrials 41,683.0 $8.6M 0.01% NEW $206.81 -12.9%
1378 ETN PUT EATON CORP PLC Industrials 20,200.0 $8.6M 0.01% +2K +11.0% $426.12 -3.6%
1379 WLDN WILLDAN GROUP INC Industrials 108,675.0 $8.6M 0.01% +30K +38.6% $79.10 +5.7%
1380 ASH CALL ASHLAND INC Basic Materials 130,400.0 $8.6M 0.01% NEW $65.89 +11.5%
Page 69 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%