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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 35 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ETN CALL EATON CORP PLC Industrials 21,000.0 $7.5M 0.01% +13K +172.7% $357.67 +5.7%
682 KEP KOREA ELEC PWR CORP Utilities 526,476.0 $7.5M 0.01% +173K +49.0% $14.25 -8.2%
683 FLR CALL FLUOR CORP Industrials 159,200.0 $7.4M 0.01% +2K +1.6% $46.65 -7.3%
684 SKM SK TELECOM CO LTD Communication Services 249,397.0 $7.3M 0.01% +154K +161.6% $29.29 +30.4%
685 NN NEXTNAV INC Communication Services 455,869.0 $7.3M 0.01% +139K +43.6% $16.02 +46.9%
686 VDE CALL VANGUARD WORLD FD 42,100.0 $7.3M 0.01% +38K +1069.4% $173.04 -1.6%
687 HSBC PUT HSBC HLDGS PLC Financial Services 88,200.0 $7.3M 0.01% +11K +14.1% $82.49 +9.6%
688 ARKQ CALL ARK ETF TR 64,700.0 $7.3M 0.01% +43K +203.8% $112.45 +17.6%
689 ALL CALL ALLSTATE CORP Financial Services 35,000.0 $7.3M 0.01% +17K +96.6% $207.34 +4.9%
690 MPC PUT MARATHON PETE CORP Energy 29,700.0 $7.3M 0.01% +800.0 +2.8% $244.18 +4.8%
691 SNPS CALL SYNOPSYS INC Technology 18,000.0 $7.1M 0.01% +4K +30.4% $396.48 +25.2%
692 CPNG PUT COUPANG INC Consumer Cyclical 377,000.0 $7.1M 0.01% +246K +188.4% $18.88 -18.3%
693 ADTRAN HOLDINGS INC 564,780.0 $7.1M 0.01% +143K +34.0% $12.58
694 HERTZ CORP 7,170,800.0 $7.1M 0.01% +276K +4.0% $0.98
695 KMX CALL CARMAX INC Consumer Cyclical 168,700.0 $7.0M 0.01% +97K +135.9% $41.58 -11.8%
696 EUPRAXIA PHARMACEUTICALS INC 967,575.0 $7.0M 0.01% +255K +35.9% $7.24
697 KMX PUT CARMAX INC Consumer Cyclical 168,200.0 $7.0M 0.01% +77K +83.8% $41.58 -11.8%
698 SMG SCOTTS MIRACLE-GRO CO Basic Materials 114,973.0 $7.0M 0.01% +77K +203.7% $60.81 -6.5%
699 U PUT UNITY SOFTWARE INC Technology 317,700.0 $7.0M 0.01% +222K +231.3% $21.94 +18.0%
700 AEHR CALL AEHR TEST SYS Technology 186,700.0 $6.9M 0.01% +105K +128.5% $37.08 +125.9%
Page 35 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%