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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 90 of 197  ·  3,923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 AEVA CALL AEVA TECHNOLOGIES INC Consumer Cyclical 169,300.0 $4.9M 0.01% +39K +30.1% $28.72 -43.7%
1782 PUT THOMSON REUTERS CORP 59,458.0 $4.9M 0.01% NEW $81.67
1783 DHI PUT D R HORTON INC Consumer Cyclical 29,800.0 $4.9M 0.01% -13K -30.4% $162.88 -7.4%
1784 EMR PUT EMERSON ELEC CO Industrials 33,900.0 $4.9M 0.01% -28K -45.7% $143.15 +8.3%
1785 PUT GALAXY DIGITAL INC. 176,900.0 $4.8M 0.01% +28K +19.2% $27.34
1786 HSAI HESAI GROUP Consumer Cyclical 265,324.0 $4.8M 0.01% NEW $18.22 +0.4%
1787 EUPRAXIA PHARMACEUTICALS INC 730,284.0 $4.8M 0.01% -237K -24.5% $6.61
1788 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 303,600.0 $4.8M 0.01% +109K +56.3% $15.87 -28.9%
1789 NAT NORDIC AMERICAN TANKERS LIMI Industrials 869,477.0 $4.8M 0.01% +15K +1.8% $5.54 +24.5%
1790 OLLI CALL OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 62,500.0 $4.8M 0.01% NEW $76.88 -3.0%
1791 BOFA FIN LLC 3,805,000.0 $4.8M 0.01% -6.5M -63.1% $1.26
1792 SJM PUT SMUCKER J M CO Consumer Defensive 42,600.0 $4.8M 0.01% +40K +1421.4% $112.50 +11.5%
1793 AGX CALL ARGAN INC Industrials 6,000.0 $4.8M 0.01% -6K -52.0% $798.55 -43.6%
1794 DHT CALL DHT HOLDINGS INC Energy 289,500.0 $4.8M 0.01% +55K +23.6% $16.53 +16.0%
1795 SWK PUT STANLEY BLACK & DECKER INC Industrials 50,800.0 $4.8M 0.01% -18K -25.6% $94.12 +4.6%
1796 APA CALL APA CORPORATION Energy 146,800.0 $4.8M 0.01% -204K -58.2% $32.57 +27.0%
1797 SHAK SHAKE SHACK INC Consumer Cyclical 85,264.0 $4.8M 0.01% NEW $56.02 +32.2%
1798 EWTX EDGEWISE THERAPEUTICS INC Healthcare 117,262.0 $4.8M 0.01% NEW $40.63 +8.8%
1799 BW LPG LTD 272,670.0 $4.8M 0.01% NEW $17.43
1800 GPRE GREEN PLAINS INC Basic Materials 308,628.0 $4.7M 0.01% -17K -5.3% $15.38 -4.7%
Page 90 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%