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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 17 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EXLS EXLSERVICE HLDGS INC Technology 1,050,882.0 $32.0M 0.04% +539K +105.3% $30.45 -4.8%
322 GCI LIBERTY INC 858,491.0 $31.9M 0.04% +139K +19.3% $37.21
323 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 830,000.0 $31.9M 0.04% +130K +18.6% $38.42 +13.2%
324 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 208,000.0 $31.8M 0.04% +45K +27.8% $153.10 -21.5%
325 SAN BANCO SANTANDER SA Financial Services 2,806,971.0 $31.7M 0.04% +2.6M +1041.6% $11.28 +5.1%
326 SIL CALL GLOBAL X FDS 350,100.0 $31.5M 0.04% +285K +437.8% $90.08 -4.0%
327 GAMESTOP CORP 1,364,114.0 $31.4M 0.04% +782K +134.3% $23.04
328 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 7,400.0 $31.2M 0.04% +400.0 +5.7% $4210.32 -96.3%
329 LITE CALL LUMENTUM HLDGS INC Technology 44,100.0 $31.0M 0.04% +19K +76.4% $702.76 +25.9%
330 HNRG HALLADOR ENERGY COMPANY Energy 1,901,254.0 $31.0M 0.04% +437K +29.9% $16.28 +12.4%
331 DAMORA THERAPEUTICS INC 1,193,708.0 $30.9M 0.04% +1.1M +995.1% $25.90
332 SGML SIGMA LITHIUM CORPORATION Basic Materials 2,477,008.0 $30.6M 0.04% +243K +10.9% $12.34 +19.6%
333 HII HUNTINGTON INGALLS INDS INC Industrials 79,577.0 $30.2M 0.04% +74K +1228.0% $379.90 -13.3%
334 ASTS PUT AST SPACEMOBILE INC Technology 364,100.0 $30.2M 0.04% +94K +35.0% $82.87 +6.3%
335 NVTS NAVITAS SEMICONDUCTOR CORP Technology 3,428,999.0 $30.1M 0.04% +1.5M +73.7% $8.77 +124.3%
336 SATS PUT ECHOSTAR CORP Technology 256,800.0 $30.1M 0.04% +61K +31.2% $117.07 +16.6%
337 HEICO CORP NEW 141,924.0 $30.0M 0.04% +17K +13.8% $211.09
338 GM CALL GENERAL MTRS CO Consumer Cyclical 400,300.0 $29.8M 0.04% +261K +188.2% $74.50 -1.9%
339 EQX EQUINOX GOLD CORP Basic Materials 2,063,406.0 $29.8M 0.04% +1.5M +287.1% $14.44 -10.5%
340 ADMA ADMA BIOLOGICS INC Healthcare 3,288,757.0 $29.6M 0.04% +2.9M +735.0% $9.01 -4.2%
Page 17 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%