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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 19 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IEF CALL ISHARES TR 289,800.0 $27.7M 0.04% +21K +7.7% $95.44 -2.3%
362 JETBLUE AIRWAYS CORP 28,500,000.0 $27.5M 0.04% +11.0M +62.9% $0.97
363 RCI ROGERS COMMUNICATIONS INC Communication Services 713,365.0 $27.4M 0.04% +525K +278.8% $38.44 -6.0%
364 ATEC ALPHATEC HLDGS INC Healthcare 2,493,575.0 $27.1M 0.04% +1.4M +126.7% $10.88 -24.3%
365 CRK COMSTOCK RES INC Energy 1,284,883.0 $27.1M 0.04% +1.2M +916.2% $21.08 -29.8%
366 CGON CG ONCOLOGY INC Healthcare 399,392.0 $27.0M 0.04% +248K +163.9% $67.68 -5.0%
367 DIA PUT STATE STR SPDR DOW JONES IND Financial Services 57,600.0 $26.7M 0.03% +14K +31.8% $463.19 +6.4%
368 JPM CALL JPMORGAN CHASE & CO Financial Services 90,000.0 $26.5M 0.03% +11K +14.2% $294.16 -0.1%
369 AKAMAI TECHNOLOGIES INC 22,500,000.0 $26.1M 0.03% +5.0M +28.6% $1.16
370 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 1,085,800.0 $25.9M 0.03% +622K +134.1% $23.81 +37.6%
371 INTA INTAPP INC Technology 1,003,287.0 $25.8M 0.03% +870K +654.5% $25.69 -22.1%
372 EFA PUT ISHARES TR 264,400.0 $25.7M 0.03% +152K +134.8% $97.13 +5.2%
373 TTD CALL THE TRADE DESK INC Technology 1,131,200.0 $25.7M 0.03% +285K +33.7% $22.69 -10.3%
374 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 1,368,518.0 $25.5M 0.03% +596K +77.2% $18.64 -9.1%
375 ASB ASSOCIATED BANC-CORP Financial Services 978,836.0 $25.3M 0.03% +429K +78.0% $25.86 +6.3%
376 GWW PUT WW GRAINGER INC Industrials 23,200.0 $25.3M 0.03% +15K +182.9% $1090.81 +13.6%
377 BBNX BETA BIONICS INC Healthcare 2,525,040.0 $25.3M 0.03% +1.5M +155.7% $10.02 -5.8%
378 CVX PUT CHEVRON CORPORATION Energy 122,000.0 $25.2M 0.03% +18K +17.5% $206.90 -4.6%
379 F CALL FORD MTR CO Consumer Cyclical 2,179,700.0 $25.2M 0.03% +18K +0.8% $11.54 +12.4%
380 XLV SELECT SECTOR SPDR TR 171,475.0 $25.1M 0.03% +65K +60.3% $146.61 +0.3%
Page 19 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%