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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 54 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PHM PUT PULTE GROUP INC Consumer Cyclical 12,300.0 $1.4M 0.00% +6K +101.6% $117.61 -7.6%
1062 MLAB MESA LABS INC Technology 16,309.0 $1.4M 0.00% +3K +21.2% $88.42 +13.2%
1063 J PUT JACOBS SOLUTIONS INC Industrials 11,300.0 $1.4M 0.00% +1K +9.7% $127.28 -11.5%
1064 JETS PUT ETF SER SOLUTIONS 57,100.0 $1.4M 0.00% +45K +371.9% $24.63 +1.5%
1065 SHAK CALL SHAKE SHACK INC Consumer Cyclical 15,800.0 $1.4M 0.00% +9K +143.1% $88.47 -28.6%
1066 OC CALL OWENS CORNING NEW Industrials 12,800.0 $1.4M 0.00% +5K +56.1% $108.22 -0.2%
1067 IBB PUT ISHARES TR 8,200.0 $1.4M 0.00% +2K +28.1% $168.85 -3.6%
1068 IRMD IRADIMED CORP Healthcare 14,319.0 $1.4M 0.00% +3K +30.4% $96.26 -9.5%
1069 ENS PUT ENERSYS Industrials 7,900.0 $1.4M 0.00% +4K +125.7% $173.72 +27.3%
1070 WMK WEIS MKTS INC Consumer Defensive 20,059.0 $1.4M 0.00% +14K +240.1% $68.39 +4.0%
1071 TLS TELOS CORP MD Technology 326,190.0 $1.4M 0.00% +198K +155.1% $4.19 +3.2%
1072 CRK CALL COMSTOCK RES INC Energy 64,000.0 $1.3M 0.00% +7K +12.5% $21.08 -29.5%
1073 FOSL FOSSIL GROUP INC Consumer Cyclical 311,935.0 $1.3M 0.00% +283K +990.5% $4.31 -9.2%
1074 MTSI PUT MACOM TECH SOLUTIONS HLDGS I Technology 6,000.0 $1.3M 0.00% +4K +215.8% $222.07 +57.2%
1075 SAFT SAFETY INS GROUP INC Financial Services 18,310.0 $1.3M 0.00% +2K +14.6% $72.64 -0.2%
1076 DHC CALL DIVERSIFIED HEALTHCARE TR Real Estate 200,000.0 $1.3M 0.00% +100K +100.0% $6.64 +28.2%
1077 ROIV PUT ROIVANT SCIENCES LTD Healthcare 47,400.0 $1.3M 0.00% +15K +48.1% $27.70 +1.7%
1078 HELE CALL HELEN OF TROY LTD Consumer Defensive 90,600.0 $1.3M 0.00% +35K +62.4% $14.42 +64.3%
1079 EH PUT EHANG HLDGS LTD Industrials 134,400.0 $1.3M 0.00% +48K +55.6% $9.71 -4.9%
1080 NRDS NERDWALLET INC Financial Services 125,377.0 $1.3M 0.00% +83K +193.6% $10.38 -20.7%
Page 54 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%