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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 25 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WDAY CALL WORKDAY INC Technology 129,400.0 $16.8M 0.02% +102K +377.5% $129.92 -0.4%
482 KHC CALL KRAFT HEINZ CO Consumer Defensive 744,300.0 $16.7M 0.02% +370K +98.9% $22.49 +3.5%
483 BTU CALL PEABODY ENGR CORP Energy 506,000.0 $16.7M 0.02% +72K +16.7% $32.95 -29.1%
484 WOR WORTHINGTON ENTERPRISES INC Industrials 318,904.0 $16.6M 0.02% +306K +2307.7% $52.14 +2.6%
485 FSM FORTUNA MNG CORP Basic Materials 1,673,930.0 $16.6M 0.02% +974K +139.0% $9.93 -8.1%
486 KBWB INVESCO EXCH TRADED FD TR II 210,056.0 $16.6M 0.02% +66K +45.4% $79.12 +8.3%
487 TD PUT TORONTO DOMINION BK ONT Financial Services 177,700.0 $16.6M 0.02% +33K +22.5% $93.31 +15.6%
488 MKS INC. 10,000,000.0 $16.6M 0.02% +1.5M +17.6% $1.66
489 NGG NATIONAL GRID PLC Utilities 194,061.0 $16.4M 0.02% +162K +496.2% $84.60 -0.5%
490 MHK MOHAWK INDS INC Consumer Cyclical 166,151.0 $16.4M 0.02% +79K +91.3% $98.46 -4.2%
491 DUK CALL DUKE ENERGY CORP NEW Utilities 124,400.0 $16.3M 0.02% +23K +22.4% $130.94 -4.9%
492 WFC PUT WELLS FARGO & CO Financial Services 203,500.0 $16.2M 0.02% +127K +165.7% $79.61 -6.4%
493 HD PUT HOME DEPOT INC Consumer Cyclical 49,100.0 $16.1M 0.02% +19K +64.8% $328.89 -8.0%
494 JANX JANUX THERAPEUTICS INC Healthcare 1,156,140.0 $16.1M 0.02% +194K +20.2% $13.90 -0.6%
495 CVI CVR ENERGY INC Energy 474,801.0 $16.0M 0.02% +224K +89.5% $33.65 +2.1%
496 ADC AGREE RLTY CORP Real Estate 211,867.0 $16.0M 0.02% +63K +42.0% $75.38 +0.2%
497 ITA CALL ISHARES TR 72,900.0 $15.9M 0.02% +8K +11.6% $218.75 +2.1%
498 TARS TARSUS PHARMACEUTICALS INC Healthcare 226,251.0 $15.9M 0.02% +189K +501.3% $70.15 -12.6%
499 ASTRONICS CORP 5,148,000.0 $15.8M 0.02% +2.8M +122.4% $3.08
500 NCNO NCINO INC Technology 1,053,603.0 $15.8M 0.02% +131K +14.2% $14.98 +0.5%
Page 25 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%