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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 44 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FTDR FRONTDOOR INC Consumer Cyclical 67,136.0 $3.5M 0.01% +25K +60.3% $52.86 +17.3%
862 RACE CALL FERRARI N V Consumer Cyclical 10,400.0 $3.5M 0.01% +1K +15.6% $338.45 -2.6%
863 WBI WATERBRIDGE INFRASTRUCTURE L Energy 131,289.0 $3.5M 0.01% +6K +4.9% $26.79 +14.6%
864 RLMD RELMADA THERAPEUTICS INC Healthcare 504,820.0 $3.5M 0.01% +317K +169.4% $6.96 +1.0%
865 DOCS CALL DOXIMITY INC Healthcare 150,300.0 $3.5M 0.00% +142K +1608.0% $23.30 -17.3%
866 CVE PUT CENOVUS ENERGY INC Energy 132,000.0 $3.5M 0.00% +103K +361.5% $26.53 +19.9%
867 AMRN AMARIN CORP PLC Healthcare 240,761.0 $3.5M 0.00% +204K +559.8% $14.46 -1.3%
868 VOYG VOYAGER TECHNOLOGIES INC Industrials 148,751.0 $3.5M 0.00% +85K +133.1% $23.39 +60.6%
869 OSCR CALL OSCAR HEALTH INC Healthcare 302,500.0 $3.5M 0.00% +60K +24.8% $11.47 +113.8%
870 AI PUT C3 AI INC Technology 411,900.0 $3.5M 0.00% +3K +0.7% $8.42 +10.2%
871 HII PUT HUNTINGTON INGALLS INDS INC Industrials 9,000.0 $3.4M 0.00% +6K +260.0% $379.90 -14.6%
872 GRAN TIERRA ENERGY INC 374,387.0 $3.4M 0.00% +128K +52.0% $8.97
873 PNC CALL PNC FINL SVCS GROUP INC Financial Services 16,100.0 $3.4M 0.00% +8K +96.3% $208.09 +2.5%
874 GIS PUT GENERAL MILLS INC Consumer Defensive 90,000.0 $3.3M 0.00% +83K +1204.3% $37.22 -9.3%
875 PDS PRECISION DRILLING CORP Energy 33,881.0 $3.3M 0.00% +28K +477.1% $98.34 +1.9%
876 FTRE FORTREA HLDGS INC Healthcare 352,372.0 $3.3M 0.00% +316K +868.5% $9.42 +45.5%
877 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 131,900.0 $3.3M 0.00% +38K +40.0% $25.16 +81.2%
878 CTAS PUT CINTAS CORP Industrials 19,600.0 $3.3M 0.00% +5K +34.2% $169.14 +1.8%
879 JETS CALL ETF SER SOLUTIONS 134,100.0 $3.3M 0.00% +117K +693.5% $24.63 +7.3%
880 IBCP INDEPENDENT BK CORP MICH Financial Services 99,164.0 $3.3M 0.00% +4K +4.6% $33.30 -0.4%
Page 44 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%