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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 53 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ALTO ALTO INGREDIENTS INC Basic Materials 334,630.0 $1.6M 0.00% +73K +27.9% $4.84 -4.6%
1042 WIX CALL WIX COM LTD Technology 17,800.0 $1.6M 0.00% +10K +125.3% $90.07 -40.3%
1043 POOL CALL POOL CORP Industrials 7,900.0 $1.6M 0.00% +3K +51.9% $202.33 -11.5%
1044 ORN ORION GROUP HLDGS INC Industrials 146,531.0 $1.6M 0.00% +81K +124.1% $10.90 +32.2%
1045 VITL CALL VITAL FARMS INC Consumer Defensive 112,700.0 $1.6M 0.00% +36K +47.5% $14.12 -39.4%
1046 SN CALL SHARKNINJA INC Consumer Cyclical 14,900.0 $1.6M 0.00% +7K +86.2% $105.90 -1.4%
1047 CELC CALL CELCUITY INC Healthcare 13,700.0 $1.6M 0.00% +11K +470.8% $114.14 +15.2%
1048 CWH CALL CAMPING WORLD HLDGS INC Consumer Cyclical 228,500.0 $1.6M 0.00% +158K +222.7% $6.83 -3.1%
1049 DXCM PUT DEXCOM INC Healthcare 24,800.0 $1.6M 0.00% +8K +47.6% $62.80 +3.1%
1050 PAGP CALL PLAINS GP HLDGS L P Energy 62,500.0 $1.5M 0.00% +27K +77.6% $24.28 +2.3%
1051 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 28,100.0 $1.5M 0.00% +7K +34.5% $53.88 -6.9%
1052 OCGN OCUGEN INC Healthcare 834,490.0 $1.5M 0.00% +408K +95.8% $1.81 -27.1%
1053 AIQ CALL GLOBAL X FDS 32,300.0 $1.5M 0.00% +16K +95.8% $46.67 +30.1%
1054 IONS CALL IONIS PHARMACEUTICALS INC Healthcare 20,000.0 $1.5M 0.00% +6K +41.8% $75.09 -3.5%
1055 RNGR RANGER ENERGY SVCS INC Energy 87,359.0 $1.5M 0.00% +12K +16.5% $17.14 -2.4%
1056 FDS PUT FACTSET RESH SYS INC Financial Services 6,800.0 $1.5M 0.00% +2K +30.8% $216.99 +3.8%
1057 CTEV CLARITEV CORPORATION Healthcare 89,444.0 $1.5M 0.00% +21K +31.1% $16.34 +3.4%
1058 BRBR PUT BELLRING BRANDS INC Consumer Defensive 90,300.0 $1.5M 0.00% +59K +192.2% $16.09 -42.1%
1059 XLRE PUT SELECT SECTOR SPDR TR 35,500.0 $1.4M 0.00% +30K +522.8% $40.83 +7.0%
1060 HMY CALL HARMONY GOLD MNG LTD Basic Materials 94,300.0 $1.4M 0.00% +37K +63.7% $15.37 +5.6%
Page 53 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%