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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 62 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SM PUT SM ENERGY COMPANY Energy 13,135.0 $410K 0.00% +435.0 +3.4% $31.18 +4.5%
1222 VHT PUT VANGUARD WORLD FD 1,500.0 $408K 0.00% +800.0 +114.3% $272.33 -0.3%
1223 TATT TAT TECHNOLOGIES LTD Industrials 10,038.0 $408K 0.00% +1K +16.6% $40.63 -21.0%
1224 ZH ZHIHU INC Communication Services 136,831.0 $389K +119K +665.4% $2.84 +9.9%
1225 HLLY HOLLEY INC Consumer Cyclical 125,921.0 $387K +52K +70.4% $3.07 -14.0%
1226 REI RING ENERGY INC Energy 248,012.0 $379K +185K +295.4% $1.53 -11.1%
1227 SGHT SIGHT SCIENCES INC Healthcare 98,738.0 $372K +56K +130.1% $3.77 +32.1%
1228 QUBT CALL QUANTUM COMPUTING INC Technology 54,300.0 $372K +15K +37.5% $6.85 +53.4%
1229 OMFL INVESCO EXCH TRD SLF IDX FD 6,172.0 $371K +1K +24.1% $60.12 +12.1%
1230 PATH PUT UIPATH INC Technology 33,200.0 $369K +20K +161.4% $11.10 -7.5%
1231 IVE CALL ISHARES TR 1,700.0 $359K +600.0 +54.5% $211.15 +6.5%
1232 TWIN TWIN DISC INC Industrials 23,537.0 $355K +4K +18.3% $15.07 +15.9%
1233 NTLA CALL INTELLIA THERAPEUTICS INC Healthcare 27,000.0 $346K +3K +12.0% $12.82 +6.6%
1234 IYF ISHARES TR 2,910.0 $342K +1K +52.8% $117.66 +4.5%
1235 DIBS 1STDIBS COM INC Consumer Cyclical 58,660.0 $323K +14K +31.0% $5.50 -18.4%
1236 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 83,043.0 $322K +22K +36.5% $3.88 -35.3%
1237 DIGI PWR X INC 153,043.0 $311K +20K +14.8% $2.03
1238 PHO INVESCO EXCHANGE TRADED FD T 4,297.0 $287K +580.0 +15.6% $66.86 -3.0%
1239 REPOSITRAK INC 36,920.0 $281K +19K +108.4% $7.60
1240 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 3,000.0 $277K +700.0 +30.4% $92.31 -4.1%
Page 62 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%