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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 36 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TRMD TORM PLC Energy 247,395.0 $6.9M 0.01% +125K +101.9% $27.90 +13.5%
702 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 5,267,508.0 $6.8M 0.01% +3.4M +179.3% $1.30 -48.2%
703 KRP KIMBELL RTY PARTNERS LP Energy 472,916.0 $6.8M 0.01% +234K +97.9% $14.47 +5.7%
704 BIDU PUT BAIDU INC Communication Services 61,100.0 $6.8M 0.01% +36K +147.4% $111.42 +21.4%
705 GNW GENWORTH FINL INC Financial Services 836,846.0 $6.8M 0.01% +117K +16.2% $8.12 +12.8%
706 GILD CALL GILEAD SCIENCES INC Healthcare 48,700.0 $6.8M 0.01% +6K +13.8% $139.37 -6.4%
707 VIV TELEFONICA BRASIL SA Communication Services 424,703.0 $6.8M 0.01% +82K +23.9% $15.91 -13.7%
708 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 239,783.0 $6.7M 0.01% +155K +181.5% $28.11 +6.7%
709 AEHR PUT AEHR TEST SYS Technology 181,300.0 $6.7M 0.01% +66K +57.8% $37.08 +122.1%
710 VISN CALL VISTANCE NETWORKS INC Technology 369,300.0 $6.7M 0.01% +256K +224.8% $18.20 -38.6%
711 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 127,200.0 $6.7M 0.01% +31K +31.7% $52.75 -2.9%
712 EBAY PUT EBAY INC. Consumer Cyclical 73,700.0 $6.7M 0.01% +58K +369.4% $91.02 +25.5%
713 NVS CALL NOVARTIS AG Healthcare 43,800.0 $6.7M 0.01% +5K +12.6% $152.75 -1.5%
714 OKEANIS ECO TANKERS COR 131,145.0 $6.6M 0.01% +13K +10.6% $50.59
715 EBAY CALL EBAY INC. Consumer Cyclical 72,400.0 $6.6M 0.01% +28K +61.6% $91.02 +25.5%
716 GNRC CALL GENERAC HLDGS INC Industrials 33,700.0 $6.6M 0.01% +12K +58.2% $195.33 +24.9%
717 BCS BARCLAYS PLC Financial Services 310,354.0 $6.6M 0.01% +147K +90.3% $21.16 +6.9%
718 ACMR PUT ACM RESH INC Technology 166,700.0 $6.6M 0.01% +88K +110.8% $39.35 +82.0%
719 CIGI COLLIERS INTL GROUP INC Real Estate 61,213.0 $6.5M 0.01% +53K +681.3% $106.85 -12.8%
720 BLK PUT BLACKROCK INC Financial Services 6,800.0 $6.5M 0.01% +600.0 +9.7% $961.71 +9.3%
Page 36 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%