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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 84 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ON CALL ON SEMICONDUCTOR CORP Technology 60,900.0 $5.8M 0.01% +36K +149.6% $94.54 -23.9%
1662 GVA GRANITE CONSTR INC Industrials 36,368.0 $5.7M 0.01% -344K -90.4% $158.08 -22.1%
1663 FIRST HAWAIIAN INC 196,198.0 $5.7M 0.01% NEW $29.30
1664 TS TENARIS S A Energy 103,502.0 $5.7M 0.01% NEW $55.49 -3.7%
1665 NEWAMSTERDAM PHARMA COMPANY 168,901.0 $5.7M 0.01% NEW $33.89
1666 CME CALL CME GROUP INC Financial Services 25,900.0 $5.7M 0.01% -200.0 -0.8% $220.83 +26.4%
1667 NUVL NUVALENT INC Healthcare 46,306.0 $5.7M 0.01% NEW $123.50 +0.4%
1668 KBWB CALL INVESCO EXCH TRADED FD TR II 61,500.0 $5.7M 0.01% -49K -44.2% $92.98 +3.4%
1669 NU CALL NU HLDGS LTD Financial Services 427,500.0 $5.7M 0.01% +300K +234.5% $13.36 +10.5%
1670 ACDC PROFRAC HLDG CORP Energy 982,370.0 $5.7M 0.01% +593K +152.6% $5.81 -17.0%
1671 MMM PUT 3M CO Industrials 35,200.0 $5.7M 0.01% -67K -65.7% $161.91 +10.6%
1672 NMIH NMI HLDGS INC Financial Services 138,645.0 $5.7M 0.01% -88K -38.9% $41.09 +10.7%
1673 DTE DTE ENERGY CO Utilities 37,340.0 $5.7M 0.01% -424K -91.9% $152.37 -11.0%
1674 UAA UNDER ARMOUR INC Consumer Cyclical 887,645.0 $5.7M 0.01% +582K +190.3% $6.39 -16.0%
1675 AGX PUT ARGAN INC Industrials 7,100.0 $5.7M 0.01% -24K -77.2% $798.55 -41.3%
1676 UFPT UFP TECHNOLOGIES INC Healthcare 21,326.0 $5.7M 0.01% NEW $265.13 +15.2%
1677 GNRC PUT GENERAC HLDGS INC Industrials 19,300.0 $5.7M 0.01% -21K -52.1% $292.81 -30.5%
1678 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 601,500.0 $5.6M 0.01% -33K -5.2% $9.39 +20.3%
1679 HIGHLANDER SILVER CORP 1,201,508.0 $5.6M 0.01% +1.1M +1241.7% $4.69
1680 ALB PUT ALBEMARLE CORP Basic Materials 41,700.0 $5.6M 0.01% +8K +24.9% $135.03 +4.8%
Page 84 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%