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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 57 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 TRIP PUT TRIPADVISOR INC Consumer Cyclical 94,700.0 $1.0M 0.00% +80K +544.2% $10.66 -11.3%
1122 PKST PEAKSTONE REALTY TRUST Real Estate 47,862.0 $1000K 0.00% +31K +186.0% $20.89 +0.5%
1123 BHB BAR HBR BANKSHARES Financial Services 30,455.0 $988K 0.00% +23K +312.1% $32.45 +5.5%
1124 SGMT SAGIMET BIOSCIENCES INC Healthcare 187,564.0 $980K 0.00% +12K +6.7% $5.23 +27.5%
1125 FRST PRIMIS FINANCIAL CORP Financial Services 73,575.0 $977K 0.00% +52K +241.9% $13.28 +4.1%
1126 SPOK SPOK HLDGS INC Healthcare 89,627.0 $977K 0.00% +71K +378.6% $10.90 +0.8%
1127 CALL BITFARMS LTD 497,600.0 $970K 0.00% +228K +84.4% $1.95
1128 GPN CALL GLOBAL PMTS INC Industrials 14,300.0 $962K 0.00% +6K +66.3% $67.30 +0.4%
1129 ALTG ALTA EQUIPMENT GROUP INC Industrials 178,495.0 $959K 0.00% +32K +21.6% $5.37 +20.9%
1130 ARKG PUT ARK ETF TR 36,100.0 $954K 0.00% +24K +205.9% $26.42 +6.4%
1131 VITL PUT VITAL FARMS INC Consumer Defensive 67,200.0 $949K 0.00% +15K +29.0% $14.12 -39.9%
1132 AII AMERICAN INTEGRITY INS GROUP Financial Services 49,067.0 $946K 0.00% +13K +35.9% $19.28 -12.2%
1133 WRN WESTERN COPPER & GOLD CORP Basic Materials 371,425.0 $940K 0.00% +344K +1237.0% $2.53 +10.6%
1134 ATARA BIOTHERAPEUTICS INC 194,264.0 $919K 0.00% +176K +961.8% $4.73
1135 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 42,300.0 $909K 0.00% +31K +274.3% $21.48 -8.1%
1136 CARR PUT CARRIER GLOBAL CORPORATION Industrials 16,100.0 $907K 0.00% +10K +147.7% $56.31 +14.6%
1137 DSX DIANA SHIPPING INC Industrials 360,420.0 $901K 0.00% +118K +48.5% $2.50 +6.8%
1138 ILMN CALL ILLUMINA INC Healthcare 7,300.0 $900K 0.00% +800.0 +12.3% $123.26 +15.6%
1139 EXC PUT EXELON CORP Utilities 18,300.0 $897K 0.00% +2K +11.6% $49.02 -11.5%
1140 GASS STEALTHGAS INC Industrials 95,203.0 $874K 0.00% +48K +100.4% $9.18 +9.7%
Page 57 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%