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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 83 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 AVAV AEROVIRONMENT INC Industrials 35,825.0 $5.9M 0.01% NEW $165.07 -10.2%
1642 TAC TRANSALTA CORP Utilities 427,537.0 $5.9M 0.01% -276K -39.2% $13.82 -12.4%
1643 AKR ACADIA RLTY TR Real Estate 282,292.0 $5.9M 0.01% +236K +510.0% $20.91 +2.1%
1644 PURR CALL HYPERLIQUID STRATEGIES INC Basic Materials 750,000.0 $5.9M 0.01% NEW $7.87 +35.2%
1645 OR OR ROYALTIES INC. Basic Materials 186,443.0 $5.9M 0.01% +91K +94.4% $31.63 +18.5%
1646 BAX PUT BAXTER INTL INC Healthcare 276,500.0 $5.9M 0.01% -22K -7.3% $21.32 +24.2%
1647 EGO PUT ELDORADO GOLD CORP NEW Basic Materials 189,400.0 $5.9M 0.01% $31.09 +49.1%
1648 PSX PUT PHILLIPS 66 Energy 34,800.0 $5.9M 0.01% +31K +894.3% $169.05 +43.1%
1649 WTRG ESSENTIAL UTILS INC Utilities 153,300.0 $5.9M 0.01% +78K +104.6% $38.31 +7.9%
1650 LUV CALL SOUTHWEST AIRLS CO Industrials 114,200.0 $5.9M 0.01% +104K +1008.7% $51.42 -20.8%
1651 DX DYNEX CAP INC Real Estate 447,281.0 $5.9M 0.01% -440K -49.6% $13.11 -0.5%
1652 MAIR MADISON AIR SOLUTIONS CORP Industrials 149,881.0 $5.8M 0.01% NEW $39.00 -36.0%
1653 VXUS PUT VANGUARD STAR FDS 68,300.0 $5.8M 0.01% +6K +9.3% $85.49 +2.0%
1654 DG PUT DOLLAR GEN CORP Consumer Defensive 50,600.0 $5.8M 0.01% +5K +11.2% $115.11 +8.9%
1655 KRUS KURA SUSHI USA INC Consumer Cyclical 100,991.0 $5.8M 0.01% +77K +322.7% $57.56 -13.8%
1656 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 23,200.0 $5.8M 0.01% -41K -64.1% $249.98 -6.6%
1657 VTV CALL VANGUARD INDEX FDS 26,600.0 $5.8M 0.01% -700.0 -2.6% $217.93 +4.0%
1658 INV INNVENTURE INC Financial Services 1,141,441.0 $5.8M 0.01% -117K -9.3% $5.07 -73.0%
1659 TIGO CALL MILLICOM INTL CELLULAR S A Communication Services 63,600.0 $5.8M 0.01% -50K -44.1% $90.76 +2.4%
1660 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 131,806.0 $5.8M 0.01% +66K +100.3% $43.75 -4.5%
Page 83 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%