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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 27 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ABNB PUT AIRBNB INC Consumer Cyclical 113,700.0 $14.4M 0.02% +47K +69.7% $126.28 +7.3%
522 BP CALL BP PLC Energy 302,300.0 $14.2M 0.02% +250K +479.1% $47.00 -4.0%
523 ZS PUT ZSCALER INC Technology 101,200.0 $14.2M 0.02% +73K +258.9% $140.29 +24.9%
524 RSP PUT INVESCO EXCHANGE TRADED FD T 73,900.0 $14.2M 0.02% +12K +20.4% $191.92 +6.2%
525 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 1,021,808.0 $14.2M 0.02% +819K +403.2% $13.88 +0.6%
526 CHWY CALL CHEWY INC Consumer Cyclical 522,300.0 $14.1M 0.02% +472K +942.5% $27.00 -27.2%
527 FNV PUT FRANCO NEV CORP Basic Materials 56,500.0 $14.0M 0.02% +15K +37.1% $247.05 -9.8%
528 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 590,877.0 $13.9M 0.02% +166K +39.0% $23.56 -13.1%
529 LOW PUT LOWES COS INC Consumer Cyclical 58,900.0 $13.9M 0.02% +19K +49.1% $236.28 -7.6%
530 MOH PUT MOLINA HEALTHCARE INC Healthcare 104,100.0 $13.9M 0.02% +42K +66.8% $133.30 +38.3%
531 CMB.TECH NV 1,084,740.0 $13.7M 0.02% +983K +964.1% $12.65
532 DCI DONALDSON INC Industrials 161,245.0 $13.7M 0.02% +122K +307.2% $84.87 -3.9%
533 AVALO THERAPEUTICS INC 916,142.0 $13.7M 0.02% +289K +46.0% $14.93
534 BALL BALL CORP Consumer Cyclical 227,632.0 $13.5M 0.02% +210K +1182.1% $59.11 -3.9%
535 AEP CALL AMERICAN ELEC PWR CO INC Utilities 102,500.0 $13.4M 0.02% +64K +167.6% $131.08 -1.7%
536 CC CHEMOURS CO Basic Materials 609,271.0 $13.4M 0.02% +493K +423.3% $22.03 +1.1%
537 LBRDK LIBERTY BROADBAND CORP Communication Services 266,564.0 $13.4M 0.02% +47K +21.4% $50.30 -33.8%
538 HNGE HINGE HEALTH INC Healthcare 347,208.0 $13.4M 0.02% +69K +24.7% $38.56 +42.5%
539 ZS CALL ZSCALER INC Technology 95,200.0 $13.4M 0.02% +62K +182.5% $140.29 +24.9%
540 PUT BERKSHIRE HATHAWAY INC DEL 27,700.0 $13.3M 0.02% +700.0 +2.6% $479.20
Page 27 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%