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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 50 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 725,285.0 $2.0M 0.00% +388K +115.2% $2.78 -8.3%
982 PUT OUSTER INC 109,400.0 $2.0M 0.00% +15K +15.6% $18.37
983 PUT DAVE INC 11,500.0 $2.0M 0.00% +10K +666.7% $174.09
984 EPAC ENERPAC TOOL GROUP CORP Industrials 54,892.0 $2.0M 0.00% +19K +54.3% $36.47 -7.1%
985 NPCE NEUROPACE INC Healthcare 152,025.0 $2.0M 0.00% +127K +517.0% $13.15 +21.6%
986 OBE OBSIDIAN ENERGY LTD Energy 210,996.0 $2.0M 0.00% +170K +416.3% $9.47 +45.2%
987 UMAC CALL UNUSUAL MACHS INC Financial Services 161,100.0 $2.0M 0.00% +134K +501.1% $12.40 +16.5%
988 ILMN PUT ILLUMINA INC Healthcare 15,700.0 $1.9M 0.00% +6K +57.0% $123.26 +14.8%
989 VFC CALL V F CORP Consumer Cyclical 113,900.0 $1.9M 0.00% +79K +223.6% $16.99 -0.6%
990 CAG CALL CONAGRA BRANDS INC Consumer Defensive 123,000.0 $1.9M 0.00% +66K +114.3% $15.72 -11.4%
991 CORZ PUT CORE SCIENTIFIC INC NEW Technology 128,800.0 $1.9M 0.00% +60K +87.2% $14.96 +57.6%
992 KYTX KYVERNA THERAPEUTICS INC Healthcare 222,929.0 $1.9M 0.00% +191K +592.7% $8.63 -1.0%
993 RIO CALL RIO TINTO PLC Basic Materials 20,600.0 $1.9M 0.00% +14K +216.9% $93.29 +10.8%
994 MNDY PUT MONDAY COM LTD Technology 27,500.0 $1.9M 0.00% +15K +123.6% $69.11 +12.9%
995 JKS JINKOSOLAR HLDG CO LTD Energy 74,656.0 $1.9M 0.00% +46K +157.1% $25.41 -6.7%
996 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 11,000.0 $1.9M 0.00% +3K +37.5% $171.43 -9.5%
997 SD SANDRIDGE ENERGY INC Energy 115,574.0 $1.9M 0.00% +84K +270.6% $16.31 -6.2%
998 KVUE PUT KENVUE INC Consumer Defensive 109,200.0 $1.9M 0.00% +18K +19.1% $17.24 -0.3%
999 IONQ PUT IONQ INC Technology 65,100.0 $1.9M 0.00% +24K +59.2% $28.83 +71.0%
1000 MTUM PUT ISHARES TR 7,800.0 $1.9M 0.00% +3K +56.0% $239.99 +21.9%
Page 50 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%