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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 79 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GXO GXO LOGISTICS INCORPORATED Industrials 132,388.0 $6.7M 0.01% -566K -81.0% $50.70 -7.3%
1562 SAIA SAIA INC Industrials 15,911.0 $6.7M 0.01% NEW $421.16 -17.0%
1563 CIBR PUT FIRST TR EXCHANGE-TRADED FD 74,500.0 $6.7M 0.01% +7K +10.5% $89.85 +3.8%
1564 WGS GENEDX HOLDINGS CORP Healthcare 97,300.0 $6.7M 0.01% +22K +28.4% $68.65 +24.1%
1565 BLKB BLACKBAUD INC Technology 224,915.0 $6.7M 0.01% +64K +40.1% $29.62 +62.3%
1566 ON PUT ON SEMICONDUCTOR CORP Technology 70,400.0 $6.7M 0.01% +31K +79.1% $94.54 -23.9%
1567 SITIME CORP 6,000,000.0 $6.6M 0.01% NEW $1.11
1568 CELH CALL CELSIUS HLDGS INC Consumer Defensive 226,500.0 $6.6M 0.01% +38K +20.2% $29.28 +19.6%
1569 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 487,910.0 $6.6M 0.01% NEW $13.55 +3.2%
1570 TREKOR METALS LTD 960,013.0 $6.6M 0.01% NEW $6.88
1571 BNS PUT BANK NOVA SCOTIA B C Financial Services 75,900.0 $6.6M 0.01% +54K +245.0% $86.84 +0.0%
1572 JBLU PUT JETBLUE AIRWAYS CORP Industrials 1,150,000.0 $6.6M 0.01% -121K -9.5% $5.73 -13.6%
1573 FNV PUT FRANCO NEV CORP Basic Materials 31,600.0 $6.6M 0.01% -25K -44.1% $208.44 +29.6%
1574 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 145,900.0 $6.6M 0.01% -33K -18.4% $45.11 +16.2%
1575 IVVD INVIVYD INC Healthcare 7,542,061.0 $6.6M 0.01% +7.5M +10000.0% $0.87 +8.0%
1576 DLTR PUT DOLLAR TREE INC Consumer Defensive 54,400.0 $6.6M 0.01% +14K +34.6% $120.95 +13.1%
1577 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 856,700.0 $6.6M 0.01% +511K +147.8% $7.68 -26.2%
1578 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 46,200.0 $6.6M 0.01% +10K +25.9% $142.21 +5.7%
1579 CPA COPA HOLDINGS SA Industrials 42,131.0 $6.6M 0.01% +25K +139.2% $155.57 -15.5%
1580 WLK WESTLAKE CORPORATION Basic Materials 89,731.0 $6.6M 0.01% NEW $73.00 +4.8%
Page 79 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%