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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $78.1B AUM 3,704 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 877 New 1289 Added 1434 Reduced 1035 Exited
Page 14 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PYPL CALL PAYPAL HLDGS INC Financial Services 919,100.0 $41.6M 0.05% +434K +89.3% $45.23 -1.9%
262 RIVIAN AUTOMOTIVE INC 43,036,000.0 $41.3M 0.05% +6.0M +16.3% $0.96
263 KWEB CALL KRANESHARES TRUST 1,453,200.0 $41.3M 0.05% +429K +41.9% $28.43 -0.5%
264 FICO CALL FAIR ISAAC CORP Technology 38,500.0 $41.1M 0.05% +35K +1103.1% $1067.54 +10.7%
265 AWK AMERICAN WTR WKS CO INC NEW Utilities 301,182.0 $41.0M 0.05% +8K +2.6% $136.09 -8.8%
266 PJT PJT PARTNERS INC Financial Services 290,646.0 $40.6M 0.05% +286K +6409.4% $139.72 +12.3%
267 SAIL SAILPOINT INC Technology 3,063,900.0 $40.6M 0.05% +2.0M +183.5% $13.24 +10.2%
268 DB DEUTSCHE BK AG Financial Services 1,358,110.0 $40.4M 0.05% +557K +69.6% $29.78 +5.3%
269 NRG NRG ENERGY INC Utilities 274,835.0 $40.2M 0.05% +265K +2842.2% $146.14 -14.1%
270 NIO NIO INC Consumer Cyclical 6,633,398.0 $40.0M 0.05% +3.8M +135.2% $6.03 -2.5%
271 SHOP PUT SHOPIFY INC Technology 336,600.0 $39.9M 0.05% +19K +6.1% $118.62 -13.7%
272 INTC PUT INTEL CORP Technology 898,700.0 $39.7M 0.05% +144K +19.1% $44.13 +145.1%
273 UPS CALL UNITED PARCEL SVCS INC Industrials 401,800.0 $39.5M 0.05% +14K +3.7% $98.38 -2.9%
274 LC LENDINGCLUB ISSUANCE TR SER Financial Services 2,748,062.0 $39.4M 0.05% +1.5M +123.9% $14.32 +9.1%
275 GLNG GOLAR LNG LTD Energy 717,381.0 $38.8M 0.05% +638K +798.8% $54.11 +4.9%
276 SATS CALL ECHOSTAR CORP Technology 329,500.0 $38.6M 0.05% +59K +22.0% $117.07 +16.6%
277 COF CALL CAPITAL ONE FINL CORP Financial Services 210,200.0 $38.3M 0.05% +203K +2702.7% $182.43 +2.6%
278 TOL TOLL BROTHERS INC Consumer Cyclical 279,587.0 $38.2M 0.05% +127K +83.6% $136.47 -7.0%
279 ATRO ASTRONICS CORP Industrials 567,240.0 $37.9M 0.05% +70K +14.1% $66.73 +19.0%
280 PDD PUT PDD HOLDINGS INC Consumer Cyclical 368,300.0 $37.6M 0.05% +72K +24.3% $102.18 -7.1%
Page 14 of 65  ·  1,289 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 28.2%
Consumer Cyclical 12.8%
Healthcare 12.8%
Industrials 11.8%
Financial Services 9.7%
Consumer Defensive 6.1%
Communication Services 5.3%
Energy 4.4%
Utilities 3.2%
Basic Materials 3.1%