Point72 Asset Management, L.P. Portfolio Stock Holdings

Point72 Asset Management, L.P. disclosed 1983 stock positions valued at approximately $57.5 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and ARISTA NETWORKS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
1983
Portfolio Value
$57.5B
Holdings by Sector
Point72 Asset Management, L.P. Portfolio Holdings in Q1 2026

1683 holdings in the latest reporting period.

Page 1 of 17
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology2.30%7,584,654-2,402,596-24.06%$1,322,763,658
AMAZON COM INCAMZNConsumer Cyclical1.80%4,958,984-295,237-5.62%$1,032,807,598
ARISTA NETWORKS INCANETOther1.40%6,545,561-1,014,556-13.42%$803,663,980
ASML HLDG NVASMLOther1.30%564,726-26,106-4.42%$745,907,043
CREDO TECHNOLOGY GROUP HOLDIG25457105Other1.22%7,479,599+1,916,943+34.46%$702,109,958
BROADCOM INCAVGOTechnology1.22%2,266,228-590,248-20.66%$701,420,228
TERADYNE INCTERTechnology1.18%2,284,718-531,853-18.88%$677,327,498
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.09%1,857,807-2,806,825-60.17%$627,845,876
APPLIED MATLS INCAMATTechnology1.02%1,717,122+1,240,022+259.91%$586,895,128
EQUINIX INCEQIXReal Estate0.91%534,800-236,420-30.66%$524,232,352
META PLATFORMS INCMETACommunication Services0.90%908,254+842,064+1272.19%$519,639,361
SPOTIFY TECHNOLOGY S ASPOTOther0.77%916,117-54,842-5.65%$444,234,294
RTX CORPORATIONRTXIndustrials0.69%2,047,379+1,468,748+253.83%$394,939,409
AKAMAI TECHNOLOGIES INCAKAMTechnology0.66%3,300,815-496,328-13.07%$379,098,603
BLOCK INCSQTechnology0.66%6,298,335+3,186,966+102.43%$379,033,800
MKS INC.MKSITechnology0.64%1,610,331+984,532+157.32%$370,070,167
HOME DEPOT INCHDConsumer Cyclical0.64%1,120,985+188,991+20.28%$368,680,757
ANALOG DEVICES INCADITechnology0.63%1,133,911+965,811+574.55%$360,742,446
AMER SPORTS INCASOther0.57%9,913,351+8,083,674+441.81%$326,347,515
PROCTER & GAMBLE COPGConsumer Defensive0.53%2,100,311+1,509,897+255.74%$303,368,921
T-MOBILE US INCTMUSCommunication Services0.53%1,441,655+1,364,049+1757.66%$302,790,800
COMFORT SYS USA INCFIXIndustrials0.53%219,232+72,378+49.29%$302,318,736
CAPITAL ONE FINL CORPCOFFinancial Services0.52%1,648,712+451,855+37.75%$300,774,530
INTUITIVE SURGICAL INCISRGHealthcare0.51%635,309+52,490+9.01%$292,871,096
ADVANCED MICRO DEVICES INCAMDTechnology0.50%1,414,656+868,663+159.10%$287,783,470
MONDELEZ INTL INCMDLZConsumer Defensive0.49%4,925,173+4,883,173+11626.60%$283,886,972
CONSTELLATION BRANDS INCSTZConsumer Defensive0.49%1,891,885+484,610+34.44%$283,782,750
ATI INCATIIndustrials0.49%1,932,579+1,172,402+154.23%$281,112,941
NEWS CORP NEWNWSACommunication Services0.49%11,215,642+147,752+1.33%$279,605,955
BP PLCBPEnergy0.44%5,354,731+3,825,536+250.17%$251,672,357
ONTO INNOVATION INCONTOTechnology0.43%1,203,658+818,891+212.83%$246,834,146
PARKER-HANNIFIN CORPPHIndustrials0.42%272,899+59,516+27.89%$244,310,101
YUM BRANDS INCYUMConsumer Cyclical0.42%1,569,731+1,481,913+1687.48%$244,061,776
SANDISK CORPSNDKOther0.42%376,608-205,281-35.28%$239,274,127
MORGAN STANLEYMSFinancial Services0.41%1,446,420+796,332+122.50%$238,037,339
ROSS STORES INCROSTConsumer Cyclical0.41%1,098,133+96,568+9.64%$237,888,552
BOSTON SCIENTIFIC CORPBSXHealthcare0.40%3,687,315+1,252,752+51.46%$231,379,016
VISA INCVFinancial Services0.40%759,133+46,886+6.58%$229,440,358
OKTA INCOKTATechnology0.38%2,770,741+1,437,756+107.86%$218,085,024
CHEVRON CORPORATIONCVXEnergy0.38%1,047,256+1,047,256+100.00%$216,677,266
PPL CORPPPLUtilities0.38%5,659,324+5,659,324+100.00%$216,186,177
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.37%546,378+148,784+37.42%$214,049,045
CIENA CORPCIENTechnology0.37%544,655+73,975+15.72%$211,451,411
AMERICAN TOWER CORPAMTReal Estate0.36%1,205,312+1,127,463+1448.27%$208,012,745
COCA COLA COKOConsumer Defensive0.35%2,622,162+1,160,546+79.40%$199,415,420
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.34%2,143,297+2,143,297+100.00%$197,847,746
ENTERGY CORP NEWETRUtilities0.34%1,757,392+252,690+16.79%$197,460,565
PERFORMANCE FOOD GROUP COPFGCConsumer Defensive0.34%2,293,544-1,061,169-31.63%$196,464,979
MICRON TECHNOLOGY INCMUTechnology0.33%567,557-218,383-27.79%$191,743,457
SMUCKER J M COSJMConsumer Defensive0.33%1,980,570+136,704+7.41%$191,006,171
CADENCE DESIGN SYSTEM INCCDNSTechnology0.33%686,437+65,845+10.61%$190,740,249
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.32%1,420,606+242,329+20.57%$186,028,356
ALPHABET INCGOOGLCommunication Services0.32%645,720+340,720+111.71%$185,683,243
BANK AMERICA CORPBACFinancial Services0.31%3,687,629-43,440-1.16%$179,771,914
LOCKHEED MARTIN CORPLMTIndustrials0.31%295,283+265,146+879.80%$178,466,092
CARNIVAL CORPCCLConsumer Cyclical0.31%6,887,847+1,533,811+28.65%$178,257,480
DOORDASH INCDASHCommunication Services0.31%1,184,839-47,280-3.84%$177,903,576
WILLIAMS COS INCWMBEnergy0.31%2,418,484-1,795,357-42.61%$176,017,266
OCCIDENTAL PETE CORPOXYEnergy0.30%2,680,365+1,866,133+229.19%$174,223,725
ORACLE CORPORCLTechnology0.30%1,183,832+937,411+380.41%$174,153,526
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.30%353,541-83,317-19.07%$173,776,008
SYSCO CORPSYYConsumer Defensive0.30%2,417,404+1,863,248+336.23%$172,433,427
JABIL INCJBLTechnology0.30%648,132-130,650-16.78%$172,163,303
WESTERN DIGITAL CORPWDCTechnology0.29%623,944+445,159+248.99%$168,770,613
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.29%580,568+336,145+137.53%$168,649,198
APELLIS PHARMACEUTICALS INCAPLSHealthcare0.29%4,183,918+3,586,246+600.04%$168,319,021
EXPAND ENERGY CORPORATIONCHKEnergy0.29%1,519,602+1,354,453+820.14%$166,821,908
CLOROX CO DELCLXConsumer Defensive0.29%1,592,288+1,234,932+345.57%$165,008,805
SOMNIGROUP INTERNATIONAL INCTPXConsumer Cyclical0.29%2,217,676+1,853,112+508.31%$163,930,610
BRINKER INTL INCEATConsumer Cyclical0.28%1,124,008+474,840+73.15%$160,474,622
ROCKET COS INCRKTFinancial Services0.28%11,119,421+3,109,258+38.82%$158,451,749
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.27%4,262,249+4,262,249+100.00%$157,745,835
PRIMO BRANDS CORPORATION741623102Other0.27%8,369,420+2,036,947+32.17%$157,596,179
IDEX CORPIEXIndustrials0.27%830,856+673,745+428.83%$157,488,755
PG&E CORPPCGUtilities0.27%8,949,809-3,475,778-27.97%$157,248,144
CRH PLCCRHOther0.27%1,493,977+1,313,601+728.26%$157,046,862
CITIGROUP INCCFinancial Services0.27%1,372,377+16,093+1.19%$155,641,276
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.27%155,579+122,112+364.87%$155,023,583
SEA LTDSEConsumer Cyclical0.27%1,871,609-3,031,465-61.83%$154,987,941
UNITED AIRLS HLDGS INCUALIndustrials0.26%1,633,657-157,945-8.82%$150,410,800
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.26%2,323,949+2,323,949+100.00%$150,150,345
BIOGEN INCBIIBHealthcare0.26%809,617-2,003,575-71.22%$148,427,085
COUPANG INCCPNGConsumer Cyclical0.26%7,794,909+1,625,551+26.35%$147,167,882
UNITY SOFTWARE INCUTechnology0.25%6,677,309+886,953+15.32%$146,500,159
EDWARDS LIFESCIENCES CORPEWHealthcare0.25%1,826,537+1,382,170+311.04%$146,269,083
LIBERTY MEDIA CORP DELFWONKCommunication Services0.25%1,686,063+640,096+61.20%$143,349,076
CHEWY INCCHWYConsumer Cyclical0.25%5,272,958-112,343-2.09%$142,369,866
FERRARI N VRACEOther0.25%418,547+299,363+251.18%$141,657,232
ARES MANAGEMENT CORPORATIONARESFinancial Services0.25%1,292,084+1,292,084+100.00%$140,966,364
DUTCH BROS INCBROSConsumer Cyclical0.24%2,777,241+1,605,471+137.01%$140,695,029
CORE & MAIN INCCNMIndustrials0.24%2,841,248+2,146,479+308.95%$140,357,651
F5 INCFFIVTechnology0.24%482,256+122,989+34.23%$139,531,128
MASTEC INCMTZIndustrials0.24%433,058-287,713-39.92%$139,332,081
COHERENT CORPCOHRTechnology0.24%580,398-2,758,537-82.62%$138,256,608
VISTRA CORPVSTUtilities0.24%918,706-125,661-12.03%$138,109,073
FEDEX CORPFDXIndustrials0.24%380,606+125,557+49.23%$135,564,245
VNET GROUP INCVNETTechnology0.24%16,113,395+4,430,554+37.92%$135,191,384
BLACK HILLS CORPBKHUtilities0.23%1,943,215+67,994+3.63%$134,878,553
AMKOR TECHNOLOGY INCAMKRTechnology0.23%2,993,434-70,667-2.31%$134,794,333
INTEL CORPINTCTechnology0.23%2,947,714+947,714+47.39%$130,082,619
Point72 Asset Management, L.P. Options Holdings in Q1 2026

1626 options positions in the latest reporting period.

Page 1 of 17
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500CALL1,230,400$800,178,336
Q1 2026SPYSPDR S&P 500PUT1,224,200$796,146,228
Q1 2026QQQInvesco QQQ Trust, Series 1PUT1,179,000$680,495,220
Q1 2026DHRDanaher CorporationCALL1,215,100$230,382,960
Q1 2026GLDSPDR Gold TrustPUT439,700$189,198,513
Q1 2026XLESPDR Select Sector Fund - EnergPUT2,812,200$172,275,372
Q1 2026IWMiShares Russell 2000 ETFCALL657,600$163,084,800
Q1 2026SPOTSpotifyCALL308,800$149,740,208
Q1 2026XLFSPDR Select Sector Fund - FinanCALL2,937,100$145,004,627
Q1 2026GMEGameStop CorporationPUT5,973,500$137,629,440
Q1 2026XLESPDR Select Sector Fund - EnergCALL2,240,100$137,228,526
Q1 2026NVDANVIDIA CorporationCALL778,000$135,683,200
Q1 2026BSXBoston Scientific CorporationCALL2,110,900$132,458,975
Q1 2026QQQInvesco QQQ Trust, Series 1CALL226,200$130,558,116
Q1 2026SNDKSanDiskCALL194,000$123,255,960
Q1 2026NWSANews CorporationCALL4,920,800$122,675,544
Q1 2026CLColgate-Palmolive CompanyPUT1,334,500$113,739,435
Q1 2026AMZNAmazon.com, Inc.CALL534,400$111,299,488
Q1 2026REGNRegeneron Pharmaceuticals, Inc.PUT143,800$111,105,632
Q1 2026APPApplovin CorporationCALL273,200$108,733,600
Q1 2026MSFTMicrosoft CorporationCALL291,400$107,867,538
Q1 2026IWMiShares Russell 2000 ETFPUT430,500$106,764,000
Q1 2026NKENike, Inc.CALL1,939,700$102,454,954
Q1 2026PGProcter & Gamble Company (The)CALL690,500$99,735,820
Q1 2026ISRGIntuitive Surgical, Inc.CALL210,700$97,130,593
Q1 2026WSTWest Pharmaceutical Services, IPUT387,100$97,022,744
Q1 2026METAMeta Platforms, Inc.CALL164,400$94,058,172
Q1 2026MUMicron Technology, Inc.CALL266,700$90,101,928
Q1 2026PLTRPalantir Technologies Inc.CALL604,700$88,455,516
Q1 2026MUMicron Technology, Inc.PUT253,600$85,676,224
Q1 2026GOOGLAlphabet Inc.CALL296,500$85,261,540
Q1 2026AAPLApple Inc.CALL335,500$85,146,545
Q1 2026VZVerizon Communications Inc.CALL1,695,900$85,134,180
Q1 2026ORCLOracle CorporationCALL568,000$83,558,480
Q1 2026GDXVanEck Gold Miners ETFPUT908,100$83,336,337
Q1 2026TSLATesla, Inc.PUT222,200$82,602,850
Q1 2026JNJJohnson & JohnsonCALL335,100$81,911,844
Q1 2026XLVSPDR Select Sector Fund - HealtCALL545,100$79,917,111
Q1 2026PANWPalo Alto Networks, Inc.CALL483,120$77,453,798
Q1 2026COSTCostco Wholesale CorporationCALL77,600$77,322,968
Q1 2026ARMArm Holdings plcCALL509,400$77,062,032
Q1 2026GLDSPDR Gold TrustCALL178,300$76,720,707
Q1 2026TSLATesla, Inc.CALL205,600$76,431,800
Q1 2026WDCWestern Digital CorporationPUT280,100$75,764,249
Q1 2026XOMExxon Mobil CorporationPUT443,100$75,176,346
Q1 2026XLFSPDR Select Sector Fund - FinanPUT1,522,300$75,155,951
Q1 2026GDXVanEck Gold Miners ETFCALL794,200$72,883,734
Q1 2026NFLXNetflix, Inc.CALL718,700$69,103,005
Q1 2026WMTWalmart Inc.CALL517,200$64,277,616
Q1 2026XLUSPDR Select Sector Fund - UtiliPUT1,391,300$63,846,757
Q1 2026PDDPDD Holdings Inc.CALL622,300$63,586,614
Q1 2026METAMeta Platforms, Inc.PUT110,800$63,392,004
Q1 2026XLPSPDR Select Sector Fund - ConsuPUT769,000$63,042,620
Q1 2026CRMSalesforce, Inc.CALL331,400$61,862,438
Q1 2026TGTTarget CorporationPUT509,200$61,715,040
Q1 2026DISWalt Disney Company (The)CALL631,400$60,854,332
Q1 2026SLViShares Silver TrustPUT888,800$60,562,832
Q1 2026SMCISuper MicroPUT2,637,100$60,046,767
Q1 2026SBUXStarbucks CorporationCALL661,000$59,218,990
Q1 2026XLPSPDR Select Sector Fund - ConsuCALL720,200$59,041,996
Q1 2026PANWPalo Alto Networks, Inc.PUT368,220$59,033,030
Q1 2026BABoeing Company (The)PUT295,900$58,892,977
Q1 2026NVONovo Nordisk A/SPUT1,600,200$58,807,350
Q1 2026JNJJohnson & JohnsonPUT238,800$58,372,272
Q1 2026GOOGLAlphabet Inc.PUT202,500$58,230,900
Q1 2026XLVSPDR Select Sector Fund - HealtPUT388,000$56,884,680
Q1 2026PFEPfizer, Inc.CALL2,003,000$56,244,240
Q1 2026HDHome Depot, Inc. (The)CALL170,000$55,911,300
Q1 2026TJXTJX Companies, Inc. (The)PUT349,900$55,879,030
Q1 2026ARMArm Holdings plcPUT368,300$55,716,424
Q1 2026WDCWestern Digital CorporationCALL205,000$55,450,450
Q1 2026TLTiShares 20+ Year Treasury Bond CALL616,900$53,479,061
Q1 2026TGTTarget CorporationCALL441,000$53,449,200
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL110,900$53,143,280
Q1 2026NFLXNetflix, Inc.PUT551,400$53,017,110
Q1 2026UNHUnitedHealth Group IncorporatedCALL195,900$53,008,581
Q1 2026SNDKSanDiskPUT81,800$51,970,812
Q1 2026AMDAdvanced Micro Devices, Inc.CALL253,600$51,589,848
Q1 2026TLTiShares 20+ Year Treasury Bond PUT593,200$51,424,508
Q1 2026AMDAdvanced Micro Devices, Inc.PUT252,600$51,386,418
Q1 2026SLViShares Silver TrustCALL751,300$51,193,582
Q1 2026FCXFreeport-McMoRan, Inc.CALL869,900$51,132,722
Q1 2026BABoeing Company (The)CALL255,200$50,792,456
Q1 2026AMATApplied Materials, Inc.CALL148,400$50,721,636
Q1 2026COSTCostco Wholesale CorporationPUT50,700$50,519,001
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT59,000$49,913,410
Q1 2026BACBank of America CorporationCALL1,022,900$49,866,375
Q1 2026IBMInternational Business MachinesCALL200,600$48,623,434
Q1 2026EWZiShares Inc iShares MSCI BrazilCALL1,259,600$48,356,044
Q1 2026PBRPetroleo Brasileiro S.A.- PetroCALL2,303,700$47,801,775
Q1 2026BBarrick GoldCALL1,168,900$47,679,431
Q1 2026XLUSPDR Select Sector Fund - UtiliCALL1,025,400$47,055,606
Q1 2026ORCLOracle CorporationPUT317,600$46,722,136
Q1 2026NKENike, Inc.PUT881,000$46,534,420
Q1 2026XLKSPDR Select Sector Fund - TechnCALL347,000$46,116,300
Q1 2026BACBank of America CorporationPUT941,500$45,898,125
Q1 2026KOCoca-Cola Company (The)CALL603,400$45,888,570
Q1 2026PLTRPalantir Technologies Inc.PUT310,500$45,419,940
Q1 2026MOAltria Group, Inc.CALL680,700$44,919,393
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL53,000$44,837,470

Notional value represents the total exposure of the options position.