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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 28 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EWW ISHARES INC 175,500.0 $13.2M 0.02% +166K +1655.0% $75.23 +4.0%
542 SPGI PUT S&P GLOBAL INC Financial Services 31,000.0 $13.2M 0.02% +13K +72.2% $425.34 -2.0%
543 HTFL HEARTFLOW INC Healthcare 538,351.0 $13.1M 0.02% +234K +76.8% $24.33 +10.1%
544 VIAV CALL VIAVI SOLUTIONS INC Technology 393,500.0 $13.1M 0.02% +328K +503.5% $33.28 +44.5%
545 VDE PUT VANGUARD WORLD FD 75,400.0 $13.0M 0.02% +72K +1884.2% $173.04 -2.2%
546 VERTEX INC 15,000,000.0 $13.0M 0.02% +7.8M +106.9% $0.87
547 CGEM CULLINAN THERAPEUTICS INC Healthcare 905,376.0 $12.9M 0.02% +545K +151.4% $14.21 +2.1%
548 WORKIVA INC 13,675,000.0 $12.8M 0.02% +8.7M +173.5% $0.94
549 TNK TEEKAY TANKERS LTD Energy 174,284.0 $12.8M 0.02% +57K +48.8% $73.32 +8.0%
550 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 77,100.0 $12.7M 0.02% +22K +38.9% $165.34 +14.1%
551 IDA IDACORP INC Utilities 88,960.0 $12.7M 0.02% +58K +189.1% $142.97 -1.0%
552 NN CALL NEXTNAV INC Communication Services 790,000.0 $12.7M 0.02% +700K +777.8% $16.02 +43.6%
553 BEYOND MEAT INC 20,190,000.0 $12.6M 0.02% +1.5M +8.0% $0.62
554 SKYWARD SPECIALTY INS GROUP 286,944.0 $12.5M 0.02% +84K +41.5% $43.68
555 SLB PUT SLB LIMITED Energy 243,800.0 $12.5M 0.02% +106K +77.4% $51.39 +11.5%
556 QDEL QUIDELORTHO CORP Healthcare 762,169.0 $12.5M 0.02% +377K +98.0% $16.43 -28.2%
557 AMT CALL AMERICAN TOWER CORP Real Estate 72,500.0 $12.5M 0.02% +20K +38.6% $172.58 +6.6%
558 CWEN CLEARWAY ENERGY INC Utilities 318,246.0 $12.5M 0.02% +60K +23.4% $39.29 -4.9%
559 NVAX NOVAVAX INC Healthcare 1,518,211.0 $12.4M 0.02% +1.5M +9137.7% $8.14 +15.6%
560 JD CALL JD.COM INC Consumer Cyclical 415,000.0 $12.3M 0.02% +190K +84.6% $29.57 +9.8%
Page 28 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%