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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 52 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 23,600.0 $1.8M 0.00% +20K +521.0% $74.26 -11.1%
1022 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 23,600.0 $1.8M 0.00% +20K +521.0% $74.26 -11.1%
1023 SRCE 1ST SOURCE CORP Financial Services 25,198.0 $1.7M 0.00% +17K +191.5% $69.21 +4.3%
1024 BANF BANCFIRST CORP Financial Services 15,978.0 $1.7M 0.00% +13K +419.8% $108.50 -0.2%
1025 MTUM CALL ISHARES TR 7,200.0 $1.7M 0.00% +2K +53.2% $239.99 +21.9%
1026 BOKF BOK FINL CORP Financial Services 13,478.0 $1.7M 0.00% +4K +42.0% $128.06 -0.8%
1027 GOOG CALL ALPHABET INC Communication Services 6,000.0 $1.7M 0.00% +800.0 +15.4% $286.86 +37.0%
1028 CRK PUT COMSTOCK RES INC Energy 81,400.0 $1.7M 0.00% +33K +67.2% $21.08 -30.4%
1029 FAST PUT FASTENAL CO Industrials 36,900.0 $1.7M 0.00% +900.0 +2.5% $46.40 -5.2%
1030 AZO PUT AUTOZONE INC Consumer Cyclical 500.0 $1.7M 0.00% +100.0 +25.0% $3377.78 -0.9%
1031 RDWR RADWARE LTD Technology 63,990.0 $1.7M 0.00% +5K +8.3% $26.32 +6.2%
1032 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 194,200.0 $1.7M 0.00% +179K +1212.2% $8.65 +48.3%
1033 COKE CALL COCA COLA CONS INC Consumer Defensive 8,700.0 $1.7M 0.00% +7K +383.3% $191.74 -10.2%
1034 KRUS KURA SUSHI USA INC Consumer Cyclical 23,894.0 $1.7M 0.00% +9K +56.9% $69.79 -26.8%
1035 MEI METHODE ELECTRS INC Technology 301,501.0 $1.7M 0.00% +166K +121.8% $5.52 +91.1%
1036 Z CALL ZILLOW GROUP INC Communication Services 40,200.0 $1.7M 0.00% +37K +1082.3% $41.38 -10.2%
1037 AMC ENTMT HLDGS INC 1,696,039.0 $1.7M 0.00% +41K +2.5% $0.98
1038 BUG PUT GLOBAL X FDS 65,800.0 $1.7M 0.00% +37K +128.5% $25.11 +30.4%
1039 J CALL JACOBS SOLUTIONS INC Industrials 12,900.0 $1.6M 0.00% +2K +18.4% $127.28 -10.7%
1040 LI PUT LI AUTO INC Consumer Cyclical 91,700.0 $1.6M 0.00% +23K +34.1% $17.83 -6.4%
Page 52 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%