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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 30 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 QCOM PUT QUALCOMM INC Technology 85,200.0 $11.0M 0.01% +59K +227.7% $128.78 +51.9%
582 FNV CALL FRANCO NEV CORP Basic Materials 44,200.0 $10.9M 0.01% +8K +21.8% $247.05 -9.8%
583 GSAT CALL GLOBALSTAR INC Communication Services 164,000.0 $10.9M 0.01% +33K +25.5% $66.42 +23.1%
584 YELP YELP INC Communication Services 440,257.0 $10.9M 0.01% +38K +9.3% $24.74 -8.7%
585 RGTI CALL RIGETTI COMPUTING INC Technology 772,500.0 $10.8M 0.01% +529K +217.4% $14.04 +13.7%
586 VALE CALL VALE S A Basic Materials 680,500.0 $10.8M 0.01% +95K +16.2% $15.91 +0.6%
587 HPQ CALL HP INC Technology 562,600.0 $10.8M 0.01% +60K +11.8% $19.21 +9.2%
588 SBRA SABRA HEALTH CARE REIT INC Real Estate 560,245.0 $10.8M 0.01% +321K +134.4% $19.23 +9.3%
589 ACN PUT ACCENTURE PLC IRELAND Technology 54,300.0 $10.8M 0.01% +10K +22.9% $198.29 -9.6%
590 KMT KENNAMETAL INC Industrials 297,961.0 $10.8M 0.01% +75K +33.4% $36.13 -4.3%
591 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 177,300.0 $10.8M 0.01% +157K +791.0% $60.65 -3.5%
592 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 148,200.0 $10.7M 0.01% +113K +318.6% $72.46 +19.2%
593 MUSA PUT MURPHY USA INC Consumer Cyclical 21,700.0 $10.7M 0.01% +20K +933.3% $493.97 +15.3%
594 SIBN SI BONE INC Healthcare 840,346.0 $10.6M 0.01% +94K +12.7% $12.63 +17.5%
595 FLYW FLYWIRE CORPORATION Technology 909,433.0 $10.6M 0.01% +12K +1.3% $11.64 +36.0%
596 PBR PUT PETROLEO BRASILEIRO S A Energy 509,500.0 $10.6M 0.01% +137K +36.9% $20.75 -1.6%
597 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,054,057.0 $10.5M 0.01% +812K +334.8% $9.94 -4.0%
598 TEAM CALL ATLASSIAN CORPORATION Technology 153,500.0 $10.5M 0.01% +105K +215.2% $68.25 +26.9%
599 OKE PUT ONEOK INC NEW Energy 115,900.0 $10.5M 0.01% +46K +65.3% $90.39 +5.4%
600 JEF CALL JEFFERIES FINANCIAL GROUP IN Financial Services 252,600.0 $10.4M 0.01% +155K +159.3% $41.27 +23.7%
Page 30 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%