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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 74 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 FICO PUT FAIR ISAAC CORP Technology 6,400.0 $7.6M 0.01% +5K +300.0% $1194.78 -2.4%
1462 COP PUT CONOCOPHILLIPS Energy 73,500.0 $7.6M 0.01% +30K +67.0% $103.96 +28.3%
1463 MELI CALL MERCADOLIBRE INC Consumer Cyclical 4,500.0 $7.6M 0.01% +700.0 +18.4% $1697.39 +14.8%
1464 EL PUT LAUDER ESTEE COS INC Consumer Defensive 96,700.0 $7.6M 0.01% +60K +162.8% $78.95 +31.9%
1465 DLTR CALL DOLLAR TREE INC Consumer Defensive 63,100.0 $7.6M 0.01% -150K -70.3% $120.95 +13.1%
1466 RTX PUT RTX CORPORATION Industrials 40,200.0 $7.6M 0.01% +37K +1016.7% $189.73 +10.3%
1467 AI CALL C3 AI INC Technology 837,500.0 $7.6M 0.01% +226K +36.9% $9.09 +11.2%
1468 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 40,400.0 $7.6M 0.01% -14K -26.1% $188.34 -24.1%
1469 WTFC WINTRUST FINL CORP Financial Services 47,228.0 $7.6M 0.01% NEW $160.72 -5.4%
1470 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 29,100.0 $7.6M 0.01% -24K -45.2% $260.64 -19.0%
1471 WRD WERIDE INC Technology 1,302,628.0 $7.6M 0.01% -570K -30.4% $5.82 +2.6%
1472 RPD RAPID7 INC Technology 934,660.0 $7.6M 0.01% +29K +3.3% $8.10 +50.5%
1473 HL PUT HECLA MINING COMPANY Basic Materials 488,000.0 $7.5M 0.01% NEW $15.43 +32.2%
1474 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 23,600.0 $7.5M 0.01% -14K -37.9% $317.53 -7.7%
1475 SBSW SIBANYE STILLWATER LTD Basic Materials 881,870.0 $7.5M 0.01% +355K +67.5% $8.49 +46.9%
1476 EFX EQUIFAX INC Industrials 47,152.0 $7.5M 0.01% NEW $158.72 +22.6%
1477 CALL UNILEVER PLC 124,300.0 $7.5M 0.01% +119K +2119.6% $60.12
1478 FISV PUT FISERV INC Technology 152,200.0 $7.5M 0.01% -251K -62.3% $49.05 +8.0%
1479 NET PUT CLOUDFLARE INC Technology 30,400.0 $7.5M 0.01% +4K +13.9% $245.28 +14.4%
1480 TLT ISHARES TR 86,078.0 $7.4M 0.01% NEW $86.42 -4.5%
Page 74 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%