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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 70 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SPMO PUT INVESCO EXCH TRADED FD TR II 53,100.0 $8.6M 0.01% NEW $161.54 -9.4%
1382 APH CALL AMPHENOL CORP Technology 48,600.0 $8.6M 0.01% -4K -7.2% $176.32 -12.4%
1383 MCO MOODYS CORP Financial Services 18,880.0 $8.6M 0.01% -5K -20.7% $452.92 +11.5%
1384 NWS NEWS CORP NEW 303,874.0 $8.5M 0.01% +294K +3069.3% $28.06
1385 CSTL CASTLE BIOSCIENCES INC Healthcare 357,317.0 $8.5M 0.01% NEW $23.85 +43.6%
1386 WULF CALL TERAWULF INC Financial Services 343,000.0 $8.5M 0.01% -405K -54.1% $24.70 -35.3%
1387 JEF CALL JEFFERIES FINANCIAL GROUP IN Financial Services 169,500.0 $8.5M 0.01% -83K -32.9% $49.98 +4.6%
1388 PKX POSCO HOLDINGS INC Basic Materials 164,778.0 $8.5M 0.01% +133K +423.1% $51.38 +14.6%
1389 NVS CALL NOVARTIS AG Healthcare 54,000.0 $8.5M 0.01% +10K +23.3% $156.72 +0.8%
1390 ERO ERO COPPER CORP Basic Materials 316,880.0 $8.5M 0.01% +28K +9.8% $26.69 +42.9%
1391 IEF PUT ISHARES TR 89,300.0 $8.4M 0.01% -158K -64.0% $94.57 -1.6%
1392 IONQ CALL IONQ INC Technology 158,300.0 $8.4M 0.01% -41K -20.6% $53.26 -20.7%
1393 BUD CALL ANHEUSER BUSCH INBEV SA NV Consumer Defensive 102,300.0 $8.4M 0.01% -9K -7.8% $82.40 -3.3%
1394 AXSM PUT AXSOME THERAPEUTICS INC. Healthcare 34,400.0 $8.4M 0.01% NEW $244.77 -15.6%
1395 KLAC CALL KLA CORP Technology 27,900.0 $8.4M 0.01% +26K +1450.0% $301.71 -40.3%
1396 WING PUT WINGSTOP INC Consumer Cyclical 48,500.0 $8.4M 0.01% +47K +3133.3% $173.41 -32.4%
1397 LASR NLIGHT INC Technology 120,666.0 $8.4M 0.01% +26K +27.6% $69.62 -36.3%
1398 ORLA ORLA MNG LTD NEW Basic Materials 856,244.0 $8.4M 0.01% NEW $9.78 -3.5%
1399 FLR CALL FLUOR CORP Industrials 159,700.0 $8.4M 0.01% $52.39 -1.5%
1400 HALOZYME THERAPEUTICS INC 7,500,000.0 $8.4M 0.01% $1.12
Page 70 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%