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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 49 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SEANERGY MARITIME HLDGS CORP 172,601.0 $2.2M 0.00% +17K +11.2% $12.91
962 FVRR FIVERR INTL LTD Communication Services 220,474.0 $2.2M 0.00% +41K +23.1% $10.02 +7.0%
963 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 23,000.0 $2.2M 0.00% +15K +202.6% $95.41 +16.7%
964 MTW MANITOWOC CO INC Industrials 188,176.0 $2.2M 0.00% +101K +116.3% $11.65 +1.9%
965 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 34,900.0 $2.2M 0.00% +8K +28.8% $62.70 +16.7%
966 VHT VANGUARD WORLD FD 7,967.0 $2.2M 0.00% +7K +1023.7% $272.33 +0.6%
967 XPEV CALL XPENG INC Consumer Cyclical 126,400.0 $2.2M 0.00% +33K +35.2% $17.11 -12.0%
968 CMCSA PUT COMCAST CORP NEW Communication Services 75,000.0 $2.2M 0.00% +23K +44.0% $28.71 -13.6%
969 PGNY PROGYNY INC Healthcare 126,290.0 $2.1M 0.00% +48K +60.4% $16.98 +41.6%
970 GROY GOLD ROYALTY CORP Basic Materials 589,155.0 $2.1M 0.00% +479K +436.5% $3.58 -8.9%
971 FIS CALL FIDELITY NATL INFORMATION SV Technology 44,800.0 $2.1M 0.00% +8K +23.1% $46.91 -7.5%
972 LCID LUCID GROUP INC Consumer Cyclical 220,503.0 $2.1M 0.00% +31K +16.6% $9.53 -39.9%
973 CAL CALERES INC Consumer Cyclical 197,878.0 $2.1M 0.00% +73K +58.9% $10.54 +4.9%
974 CWH PUT CAMPING WORLD HLDGS INC Consumer Cyclical 304,900.0 $2.1M 0.00% +192K +170.8% $6.83 +2.2%
975 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 33,900.0 $2.1M 0.00% +18K +120.1% $61.35 -16.2%
976 YB YUANBAO INC Financial Services 115,500.0 $2.0M 0.00% +61K +111.9% $17.64 -19.9%
977 FLNG FLEX LNG LTD Energy 68,471.0 $2.0M 0.00% +23K +51.8% $29.71 +9.0%
978 MTZ PUT MASTEC INC Industrials 6,300.0 $2.0M 0.00% +5K +530.0% $321.74 +19.8%
979 SHAK PUT SHAKE SHACK INC Consumer Cyclical 22,800.0 $2.0M 0.00% +13K +142.6% $88.47 -32.5%
980 EH CALL EHANG HLDGS LTD Industrials 207,700.0 $2.0M 0.00% +25K +13.5% $9.71 -4.0%
Page 49 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%