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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 55 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MIST MILESTONE PHARMACEUTICALS IN Healthcare 1,085,683.0 $1.3M 0.00% +603K +125.1% $1.19 +22.7%
1082 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 17,100.0 $1.3M 0.00% +3K +21.3% $75.09 -1.1%
1083 NVS PUT NOVARTIS AG Healthcare 8,400.0 $1.3M 0.00% +7K +425.0% $152.75 -3.1%
1084 BROS PUT DUTCH BROS INC Consumer Cyclical 25,300.0 $1.3M 0.00% +7K +36.8% $50.66 +4.1%
1085 GABC GERMAN AMERN BANCORP INC Financial Services 30,395.0 $1.3M 0.00% +23K +298.7% $41.79 -0.4%
1086 CCOI PUT COGENT COMM HOLDINGS INC Communication Services 66,600.0 $1.3M 0.00% +10K +18.3% $18.84 -8.6%
1087 HIMALAYA SHIPPING LTD 94,262.0 $1.3M 0.00% +64K +213.5% $13.30
1088 OOMA OOMA INC Communication Services 85,581.0 $1.2M 0.00% +26K +44.4% $14.55 +29.3%
1089 TMQ TRILOGY METALS INC NEW Basic Materials 343,041.0 $1.2M 0.00% +201K +141.8% $3.59 +14.8%
1090 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 9,000.0 $1.2M 0.00% +5K +119.5% $136.09 -8.3%
1091 IHF ISHARES TR 29,087.0 $1.2M 0.00% +3K +12.1% $41.85 +21.8%
1092 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 4,300.0 $1.2M 0.00% +900.0 +26.5% $281.07 +30.3%
1093 FCEL FUELCELL ENERGY INC Industrials 184,682.0 $1.2M 0.00% +45K +31.8% $6.53 +227.1%
1094 KROS KEROS THERAPEUTICS INC Healthcare 109,015.0 $1.2M 0.00% +70K +180.6% $11.04 -4.9%
1095 VMD VIEMED HEALTHCARE INC Healthcare 129,479.0 $1.2M 0.00% +33K +34.4% $9.21 +1.5%
1096 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 50,900.0 $1.2M 0.00% +3K +6.3% $23.39 +8.2%
1097 KINS KINGSTONE COS INC Financial Services 81,407.0 $1.2M 0.00% +60K +287.7% $14.57 +4.0%
1098 HELE PUT HELEN OF TROY LTD Consumer Defensive 81,800.0 $1.2M 0.00% +40K +98.1% $14.42 +56.8%
1099 WTI W & T OFFSHORE INC Energy 345,595.0 $1.2M 0.00% +280K +424.0% $3.41 +39.3%
1100 RGNX REGENXBIO INC Healthcare 139,791.0 $1.2M 0.00% +106K +318.7% $8.38 -31.7%
Page 55 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%