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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 43 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CALL GAMESTOP CORP 171,300.0 $3.9M 0.01% +150K +693.1% $23.04
842 PANL PANGAEA LOGISTICS SOLUTION L Industrials 550,914.0 $3.9M 0.01% +382K +225.4% $7.08 +15.3%
843 TTMI CALL TTM TECHNOLOGIES INC Technology 40,000.0 $3.9M 0.01% +2K +5.3% $97.42 +65.7%
844 TIGO PUT MILLICOM INTL CELLULAR S A Communication Services 51,900.0 $3.9M 0.01% +35K +210.8% $74.94 +8.0%
845 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 19,600.0 $3.9M 0.01% +200.0 +1.0% $197.50 +20.6%
846 NEXA NEXA RES S A Basic Materials 364,903.0 $3.9M 0.01% +272K +293.2% $10.59 +35.2%
847 GIS CALL GENERAL MILLS INC Consumer Defensive 103,000.0 $3.8M 0.01% +40K +63.8% $37.22 -9.3%
848 UNP PUT UNION PAC CORP Industrials 15,800.0 $3.8M 0.01% +3K +24.4% $242.62 +11.9%
849 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 472,427.0 $3.8M 0.01% +440K +1345.5% $8.08 -2.1%
850 CHWY PUT CHEWY INC Consumer Cyclical 141,200.0 $3.8M 0.01% +76K +117.2% $27.00 -27.2%
851 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 163,400.0 $3.8M 0.01% +149K +1004.0% $23.08 +12.9%
852 SPGI CALL S&P GLOBAL INC Financial Services 8,800.0 $3.7M 0.01% +3K +49.1% $425.34 -3.5%
853 FELE FRANKLIN ELEC INC Industrials 40,437.0 $3.7M 0.01% +13K +47.5% $92.17 +3.5%
854 CHCO CITY HLDG CO Financial Services 31,102.0 $3.7M 0.01% +7K +28.7% $119.52 +3.6%
855 DOLE DOLE PLC Consumer Defensive 259,394.0 $3.7M 0.01% +100K +62.9% $14.29 -0.8%
856 PNC PUT PNC FINL SVCS GROUP INC Financial Services 17,700.0 $3.7M 0.01% +13K +311.6% $208.09 +2.5%
857 O PUT REALTY INCOME CORP Real Estate 59,600.0 $3.6M 0.01% +12K +24.4% $61.18 +1.5%
858 RCKT ROCKET PHARMACEUTICALS INC Healthcare 1,012,126.0 $3.6M 0.01% +504K +99.3% $3.58 -18.4%
859 FDN CALL FIRST TR EXCHANGE-TRADED FD 15,400.0 $3.6M 0.01% +14K +1084.6% $234.03 +14.9%
860 REGN CALL REGENERON PHARMACEUTICALS Healthcare 4,600.0 $3.6M 0.01% +2K +91.7% $772.64 -18.4%
Page 43 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%