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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 23 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NOW PUT SERVICENOW INC Technology 185,900.0 $19.4M 0.03% +111K +148.5% $104.55 -2.6%
442 UPST UPSTART HLDGS INC Financial Services 756,060.0 $19.4M 0.03% +386K +104.2% $25.65 +12.0%
443 SIL GLOBAL X FDS 213,976.0 $19.3M 0.03% +135K +172.2% $90.08 -0.8%
444 LINC LINCOLN EDL SVCS CORP Consumer Defensive 468,556.0 $19.1M 0.02% +37K +8.6% $40.68 +14.3%
445 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 482,272.0 $19.0M 0.02% +224K +87.0% $39.39 -7.6%
446 AG FIRST MAJESTIC SILVER CORP Basic Materials 883,846.0 $19.0M 0.02% +746K +542.0% $21.46 -7.5%
447 TEAM PUT ATLASSIAN CORPORATION Technology 273,700.0 $18.7M 0.02% +190K +226.2% $68.25 +24.5%
448 DAN DANA INC Consumer Cyclical 554,983.0 $18.7M 0.02% +505K +1010.0% $33.65 -0.7%
449 ALAB CALL ASTERA LABS INC Technology 170,000.0 $18.6M 0.02% +51K +42.9% $109.60 +152.7%
450 ANI PHARMACEUTICALS INC 15,000,000.0 $18.6M 0.02% +7.5M +100.0% $1.24
451 SEI SOLARIS ENERGY INFRAS INC Energy 328,460.0 $18.6M 0.02% +284K +641.4% $56.51 +29.6%
452 COHR CALL COHERENT CORP Technology 77,700.0 $18.5M 0.02% +70K +909.1% $238.21 +46.6%
453 INTU PUT INTUIT Technology 42,700.0 $18.5M 0.02% +13K +43.8% $432.38 -11.1%
454 TECK TECK RESOURCES LTD Basic Materials 356,176.0 $18.4M 0.02% +236K +195.9% $51.75 +17.5%
455 POR PORTLAND GEN ELEC CO Utilities 349,034.0 $18.4M 0.02% +325K +1347.5% $52.77 -6.0%
456 JD PUT JD.COM INC Consumer Cyclical 618,700.0 $18.3M 0.02% +28K +4.7% $29.57 +10.3%
457 WBD CALL WARNER BROS DISCOVERY INC Communication Services 660,000.0 $18.1M 0.02% +266K +67.4% $27.46 -0.9%
458 TTMI TTM TECHNOLOGIES INC Technology 183,628.0 $17.9M 0.02% +149K +434.4% $97.42 +74.5%
459 ARDX ARDELYX INC Healthcare 2,984,261.0 $17.9M 0.02% +2.0M +211.3% $5.99 +6.1%
460 KFY KORN FERRY Industrials 283,891.0 $17.9M 0.02% +10K +3.8% $62.95 +4.0%
Page 23 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%