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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 42 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 STNE PUT STONECO LTD Technology 300,100.0 $4.2M 0.01% +12K +4.0% $14.12 -27.1%
822 BGC BGC GROUP INC Financial Services 430,676.0 $4.2M 0.01% +21K +5.0% $9.78 +14.8%
823 PUT THOMSON REUTERS CORP 46,700.0 $4.2M 0.01% +42K +815.7% $89.98
824 PSTL POSTAL REALTY TRUST INC Real Estate 224,248.0 $4.2M 0.01% +136K +153.1% $18.56 +25.0%
825 CENX CALL CENTURY ALUM CO Basic Materials 70,900.0 $4.2M 0.01% +57K +421.3% $58.69 +0.2%
826 ERO PUT ERO COPPER CORP Basic Materials 155,900.0 $4.2M 0.01% +121K +342.9% $26.67 -1.1%
827 INSM PUT INSMED INC Healthcare 25,100.0 $4.1M 0.01% +9K +59.9% $163.52 -34.3%
828 TRIPLE FLAG PRECIOUS METAL 117,245.0 $4.1M 0.01% +71K +155.1% $34.68
829 PSO PEARSON PLC Communication Services 309,134.0 $4.1M 0.01% +56K +22.1% $13.13 +15.2%
830 ARKK CALL ARK ETF TR 60,000.0 $4.1M 0.01% +21K +53.9% $67.59 +12.2%
831 AZO CALL AUTOZONE INC Consumer Cyclical 1,200.0 $4.1M 0.01% +900.0 +300.0% $3377.78 +1.2%
832 PERIMETER SOLUTIONS INC 165,717.0 $4.0M 0.01% +99K +149.6% $24.42
833 ALRM ALARM COM HLDGS INC Technology 93,578.0 $4.0M 0.01% +19K +24.7% $43.19 +2.0%
834 EWY PUT ISHARES INC 32,700.0 $4.0M 0.01% +25K +336.0% $123.01 +46.4%
835 ABCL ABCELLERA BIOLOGICS INC Healthcare 1,149,325.0 $4.0M 0.01% +173K +17.7% $3.49 +30.9%
836 CC PUT CHEMOURS CO Basic Materials 181,100.0 $4.0M 0.01% +112K +160.6% $22.03 +1.1%
837 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 236,200.0 $4.0M 0.01% +167K +240.8% $16.86 -10.6%
838 FDN PUT FIRST TR EXCHANGE-TRADED FD 17,000.0 $4.0M 0.01% +15K +608.3% $234.03 +14.9%
839 INGN INOGEN INC Healthcare 642,366.0 $4.0M 0.01% +440K +218.1% $6.18 +2.6%
840 OBNK ORIGIN BANCORP INC Financial Services 95,518.0 $4.0M 0.01% +17K +21.5% $41.46 -31.0%
Page 42 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%