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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 65 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CHGG CHEGG INC Consumer Defensive 56,631.0 $42K +12K +27.7% $0.74 +37.6%
1282 VLN VALENS SEMICONDUCTOR LTD Technology 36,867.0 $42K +9K +31.1% $1.13 +198.2%
1283 CALL TIZIANA LIFE SCIENCES LTD 25,900.0 $30K +1K +4.9% $1.17
1284 OPENDOOR TECHNOLOGIES INC 48,657.0 $29K +12K +33.3% $0.60
1285 MNTK MONTAUK RENEWABLES INC Utilities 10,871.0 $13K +453.0 +4.3% $1.15 +40.9%
1286 OPENDOOR TECHNOLOGIES INC 48,657.0 $12K +30K +165.6% $0.25
1287 OPENDOOR TECHNOLOGIES INC 48,657.0 $11K +30K +165.6% $0.24
1288 CANGO INC 24,538.0 $10K +7K +43.0% $0.41
1289 WGRX WELLGISTICS HEALTH INC Healthcare 27,324.0 $3K +13K +86.9% $0.10 -13.4%
Page 65 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%