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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 40 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NMRK NEWMARK GROUP INC Real Estate 350,082.0 $5.2M 0.01% +11K +3.4% $14.99 -6.9%
782 PLAY DAVE & BUSTERS ENTMT INC Communication Services 482,168.0 $5.2M 0.01% +134K +38.4% $10.83 -1.0%
783 FMC CALL FMC CORP Basic Materials 302,000.0 $5.2M 0.01% +10K +3.4% $17.22 -25.9%
784 KHC PUT KRAFT HEINZ CO Consumer Defensive 230,900.0 $5.2M 0.01% +145K +167.9% $22.49 +3.5%
785 ZURA BIO LTD 872,662.0 $5.2M 0.01% +646K +284.7% $5.95
786 F PUT FORD MTR CO Consumer Cyclical 443,900.0 $5.1M 0.01% +178K +66.6% $11.54 +13.2%
787 HPQ PUT HP INC Technology 263,600.0 $5.1M 0.01% +51K +23.8% $19.21 +9.2%
788 CAAP CORPORACION AMER ARPTS S A Industrials 199,890.0 $5.1M 0.01% +79K +65.5% $25.29 -1.8%
789 ASIX ADVANSIX INC Basic Materials 206,889.0 $5.0M 0.01% +47K +29.3% $24.40 -12.2%
790 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 28,600.0 $5.0M 0.01% +2K +8.8% $175.48 +43.2%
791 BAX PUT BAXTER INTL INC Healthcare 298,200.0 $5.0M 0.01% +116K +63.7% $16.80 +11.7%
792 NAT NORDIC AMERICAN TANKERS LIMI Industrials 854,283.0 $5.0M 0.01% +674K +375.1% $5.86 -5.8%
793 RPD RAPID7 INC Technology 905,181.0 $5.0M 0.01% +462K +104.0% $5.51 +26.3%
794 HUBS PUT HUBSPOT INC Technology 20,400.0 $5.0M 0.01% +16K +385.7% $244.10 -14.7%
795 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 588,700.0 $5.0M 0.01% +40K +7.2% $8.45 +20.1%
796 WIX PUT WIX COM LTD Technology 55,000.0 $5.0M 0.01% +34K +165.7% $90.07 -40.7%
797 UBS CALL UBS GROUP AG Financial Services 126,400.0 $4.9M 0.01% +102K +420.2% $39.07 +16.6%
798 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 175,300.0 $4.9M 0.01% +57K +47.9% $28.11 +6.7%
799 APOG APOGEE ENTERPRISES INC Industrials 146,754.0 $4.9M 0.01% +135K +1196.1% $33.54 +2.3%
800 HSBC CALL HSBC HLDGS PLC Financial Services 59,100.0 $4.9M 0.01% +56K +1638.2% $82.49 +7.2%
Page 40 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%