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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 63 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 6,499.0 $272K +572.0 +9.7% $41.90 -4.7%
1242 AMTX AEMETIS INC Energy 85,067.0 $271K +64K +297.5% $3.19 -32.1%
1243 SJM PUT SMUCKER J M CO Consumer Defensive 2,800.0 $270K +200.0 +7.7% $96.44 +6.5%
1244 MX MAGNACHIP SEMICONDUCTOR CORP Technology 94,209.0 $264K +31K +48.4% $2.80 +47.9%
1245 SMWB SIMILARWEB LTD Communication Services 100,204.0 $262K +11K +12.4% $2.61 +25.5%
1246 INSP CALL INSPIRE MED SYS INC Healthcare 5,000.0 $258K +800.0 +19.1% $51.58 -19.2%
1247 TDOC CALL TELADOC HEALTH INC Healthcare 45,500.0 $248K +7K +18.8% $5.45 +17.7%
1248 SNBR SLEEP NUMBER CORP Consumer Cyclical 135,212.0 $243K +113K +498.4% $1.80 -10.3%
1249 STARZ ENTERTAINMENT CORP. 20,161.0 $232K +5K +29.2% $11.50
1250 GRO BRAZIL POTASH CORP Basic Materials 64,697.0 $210K +47K +257.3% $3.24 -17.9%
1251 DDD 3D SYS CORP DEL Technology 110,437.0 $208K +59K +113.5% $1.88 +51.9%
1252 RDNW RIDENOW GROUP INC Consumer Cyclical 29,249.0 $206K +5K +18.8% $7.06 -47.5%
1253 SES SES AI CORPORATION Consumer Cyclical 209,686.0 $202K +114K +118.0% $0.96 +8.1%
1254 PRECISION BIOSCIENCES INC 35,593.0 $196K +6K +20.2% $5.50
1255 RDCM RADCOM LTD Communication Services 14,813.0 $180K +1K +8.7% $12.16 +28.0%
1256 ALEC ALECTOR INC Healthcare 80,091.0 $172K +57K +246.7% $2.15 +0.0%
1257 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 67,375.0 $159K +31K +85.3% $2.36 -9.1%
1258 CNTX CONTEXT THERAPEUTICS INC Healthcare 57,231.0 $150K +5K +8.6% $2.62 -17.6%
1259 POWW OUTDOOR HOLDING CO Industrials 72,914.0 $147K +39K +116.7% $2.01 -2.0%
1260 SPRO SPERO THERAPEUTICS INC Healthcare 59,668.0 $140K +16K +36.9% $2.34 +13.2%
Page 63 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%