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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 46 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VFH VANGUARD WORLD FD 23,738.0 $2.9M 0.00% +13K +122.8% $120.81 +4.9%
902 MATIV HOLDINGS INC 329,222.0 $2.9M 0.00% +142K +76.1% $8.70
903 CHT CHUNGHWA TELECOM CO LTD Communication Services 67,581.0 $2.9M 0.00% +30K +80.0% $42.24 +4.1%
904 IBEX IBEX LTD Technology 106,323.0 $2.9M 0.00% +23K +27.7% $26.82 +15.9%
905 ASTE ASTEC INDS INC Industrials 52,906.0 $2.8M 0.00% +29K +123.8% $53.84 -9.5%
906 NAVN CALL NAVAN INC Technology 215,100.0 $2.8M 0.00% +115K +115.1% $13.24 +42.6%
907 YPF PUT YPF SOCIEDAD ANONIMA Energy 61,300.0 $2.8M 0.00% +18K +41.9% $46.22 +3.8%
908 SVV SAVERS VALUE VLG INC Consumer Cyclical 380,682.0 $2.8M 0.00% +346K +991.9% $7.44 -4.6%
909 LSPD LIGHTSPEED COMMERCE INC Technology 316,061.0 $2.8M 0.00% +39K +14.2% $8.94 -3.1%
910 FPI FARMLAND PARTNERS INC Real Estate 251,262.0 $2.8M 0.00% +58K +30.1% $11.23 -9.3%
911 WHR PUT WHIRLPOOL CORP Consumer Cyclical 52,100.0 $2.8M 0.00% +6K +13.8% $53.92 -24.4%
912 GDS CALL GDS HLDGS LTD Technology 69,700.0 $2.8M 0.00% +44K +167.1% $40.29 +0.3%
913 RGTI PUT RIGETTI COMPUTING INC Technology 199,800.0 $2.8M 0.00% +175K +715.5% $14.04 +13.7%
914 U HAUL HOLDING COMPANY 62,630.0 $2.8M 0.00% +4K +6.1% $44.67
915 BB BLACKBERRY LTD Technology 857,089.0 $2.8M 0.00% +568K +196.4% $3.24 +91.4%
916 PUT GALAXY DIGITAL INC. 148,400.0 $2.7M 0.00% +18K +14.0% $18.45
917 CALL LEIDOS HOLDINGS INC 17,600.0 $2.7M 0.00% +800.0 +4.8% $155.52
918 PPTA PUT PERPETUA RESOURCES CORP Basic Materials 97,200.0 $2.7M 0.00% +57K +144.2% $28.12 -12.4%
919 NLR VANECK ETF TRUST 20,225.0 $2.7M 0.00% +18K +766.2% $133.19 -4.0%
920 SITE CTRS CORP 498,272.0 $2.7M 0.00% +201K +67.7% $5.40
Page 46 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%