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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 88 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 FIX CALL COMFORT SYS USA INC Industrials 2,600.0 $5.2M 0.01% -12K -82.8% $1981.95 -21.4%
1742 BOX BOX INC Technology 193,541.0 $5.1M 0.01% -407K -67.8% $26.54 +23.7%
1743 LMND PUT LEMONADE INC Financial Services 78,900.0 $5.1M 0.01% +68K +630.6% $65.05 -17.3%
1744 MORN MORNINGSTAR INC Financial Services 32,754.0 $5.1M 0.01% -138K -80.8% $156.02 +37.9%
1745 WK WORKIVA INC Technology 105,127.0 $5.1M 0.01% NEW $48.51 +52.3%
1746 IREN PUT IREN LIMITED Financial Services 111,500.0 $5.1M 0.01% -272K -70.9% $45.73 -7.8%
1747 PLUG PLUG PWR INC Industrials 1,870,615.0 $5.1M 0.01% -171K -8.4% $2.71 -16.2%
1748 VST CALL VISTRA CORP Utilities 31,900.0 $5.1M 0.01% +7K +26.6% $158.63 -11.9%
1749 EWT CALL ISHARES INC 46,500.0 $5.1M 0.01% +37K +389.5% $108.61 -3.2%
1750 UHAL U HAUL HOLDING COMPANY 77,151.0 $5.0M 0.01% +50K +179.3% $65.44
1751 ACI ALBERTSONS COMPANIES INC Consumer Defensive 372,317.0 $5.0M 0.01% NEW $13.53 -7.7%
1752 HSY CALL HERSHEY CO Consumer Defensive 28,700.0 $5.0M 0.01% +27K +1410.5% $175.45 +6.7%
1753 KEEL CALL KEEL INFRASTRUCTURE CORP Technology 876,900.0 $5.0M 0.01% NEW $5.74 -38.8%
1754 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 11,500.0 $5.0M 0.01% +1K +11.7% $437.64 -14.2%
1755 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 20,700.0 $5.0M 0.01% +16K +381.4% $242.67 +27.0%
1756 WIX PUT WIX COM LTD Technology 110,600.0 $5.0M 0.01% +56K +101.1% $45.37 +88.0%
1757 GNW GENWORTH FINL INC Financial Services 528,501.0 $5.0M 0.01% -308K -36.9% $9.47 +3.9%
1758 XHB SPDR SERIES TRUST 43,299.0 $5.0M 0.01% +38K +766.0% $115.56 -8.2%
1759 ITRON INC 5,000,000.0 $5.0M 0.01% NEW $1.00
1760 FLEX PUT FLEX LTD Technology 30,800.0 $5.0M 0.01% +20K +196.2% $162.07 -33.5%
Page 88 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%