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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 59 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 SND SMART SAND INC Energy 144,412.0 $739K 0.00% +97K +204.0% $5.12 -5.5%
1162 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 65,029.0 $738K 0.00% +45K +226.8% $11.35 +2.3%
1163 VOX VANGUARD WORLD FD 4,055.0 $729K 0.00% +1K +35.5% $179.84 +9.6%
1164 HIMS PUT HIMS & HERS HEALTH INC Healthcare 34,900.0 $725K 0.00% +7K +24.6% $20.76 +20.7%
1165 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 11,500.0 $721K 0.00% +7K +139.6% $62.70 +17.9%
1166 TRIP CALL TRIPADVISOR INC Consumer Cyclical 67,200.0 $716K 0.00% +35K +111.3% $10.66 -11.3%
1167 NRIM NORTHRIM BANCORP INC Financial Services 31,004.0 $709K 0.00% +7K +27.0% $22.88 +2.4%
1168 WRLD WORLD ACCEP CORPORATION Financial Services 5,239.0 $707K 0.00% +2K +75.1% $135.04 +13.4%
1169 PI PUT IMPINJ INC Technology 6,800.0 $698K 0.00% +4K +106.1% $102.70 +35.1%
1170 BWMN BOWMAN CONSULTING GROUP LTD Industrials 24,492.0 $697K 0.00% +18K +269.5% $28.44 +10.9%
1171 ZTS PUT ZOETIS INC Healthcare 5,800.0 $686K 0.00% +4K +241.2% $118.21 -37.2%
1172 MNDY CALL MONDAY COM LTD Technology 9,900.0 $684K 0.00% +7K +200.0% $69.11 +4.1%
1173 KRT KARAT PACKAGING INC Consumer Cyclical 24,486.0 $684K 0.00% +9K +57.8% $27.92 -4.1%
1174 PERI PERION NETWORK LTD Communication Services 68,105.0 $680K 0.00% +22K +46.6% $9.99 +2.9%
1175 LMND PUT LEMONADE INC Financial Services 10,800.0 $677K 0.00% +8K +248.4% $62.68 -18.1%
1176 BELFA BEL FUSE INC Technology 3,748.0 $675K 0.00% +2K +183.1% $180.20 +30.1%
1177 PI CALL IMPINJ INC Technology 6,500.0 $668K 0.00% +2K +62.5% $102.70 +35.1%
1178 CABA CABALETTA BIO INC Healthcare 246,615.0 $663K 0.00% +190K +335.4% $2.69 +22.3%
1179 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 76,000.0 $657K 0.00% +32K +73.9% $8.65 +52.0%
1180 AVIR ATEA PHARMACEUTICALS INC Healthcare 119,553.0 $643K 0.00% +56K +87.1% $5.38 -23.0%
Page 59 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%