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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 77 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SNPS CALL SYNOPSYS INC Technology 16,000.0 $7.1M 0.01% -2K -11.1% $446.07 -11.6%
1522 VALE PUT VALE S A Basic Materials 474,300.0 $7.1M 0.01% +21K +4.6% $15.04 +0.0%
1523 SJM CALL SMUCKER J M CO Consumer Defensive 63,400.0 $7.1M 0.01% +58K +1032.1% $112.50 +11.9%
1524 BLK CALL BLACKROCK INC Financial Services 7,400.0 $7.1M 0.01% -5K -38.8% $961.56 +21.9%
1525 AMKR CALL AMKOR TECHNOLOGY INC Technology 82,200.0 $7.1M 0.01% -46K -36.0% $86.23 -44.5%
1526 MGM PUT MGM RESORTS INTERNATIONAL Consumer Cyclical 148,100.0 $7.1M 0.01% -68K -31.3% $47.81 -8.6%
1527 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 28,900.0 $7.1M 0.01% NEW $244.77 -16.1%
1528 GTY GETTY RLTY CORP NEW Real Estate 211,463.0 $7.1M 0.01% +84K +66.3% $33.36 +0.1%
1529 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 134,762.0 $7.0M 0.01% +89K +192.5% $52.17 -12.6%
1530 GS GOLDMAN SACHS GROUP INC Financial Services 6,936.0 $7.0M 0.01% +3K +83.5% $1011.37 +2.5%
1531 LUNR CALL INTUITIVE MACHINES INC Industrials 327,800.0 $7.0M 0.01% -96K -22.6% $21.39 -22.1%
1532 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 45,100.0 $7.0M 0.01% -2K -5.0% $155.13 +40.5%
1533 MUSA MURPHY USA INC Consumer Cyclical 12,976.0 $7.0M 0.01% -52K -80.0% $538.87 +5.4%
1534 PAGP PUT PLAINS GP HLDGS L P Energy 287,300.0 $7.0M 0.01% +191K +197.7% $24.27 +12.4%
1535 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 161,400.0 $7.0M 0.01% +112K +226.7% $43.18 +26.9%
1536 ADI CALL ANALOG DEVICES INC Technology 17,500.0 $7.0M 0.01% +16K +1150.0% $397.17 -6.5%
1537 HTO H2O AMERICA Utilities 114,239.0 $6.9M 0.01% -257K -69.2% $60.77 +6.1%
1538 SLB PUT SLB LIMITED Energy 149,200.0 $6.9M 0.01% -95K -38.8% $46.49 +16.2%
1539 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 138,528.0 $6.9M 0.01% -70K -33.6% $49.98 +3.9%
1540 BLK PUT BLACKROCK INC Financial Services 7,200.0 $6.9M 0.01% +400.0 +5.9% $961.56 +21.9%
Page 77 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%