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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 18 of 52  ·  1,035 positions
# Ticker Company Sector Shares Value ↓ % Port Status
341 ADNT ADIENT PLC Consumer Cyclical 245,809 $4.7M 0.01% SOLD
342 FNB F N B CORP Financial Services 275,484 $4.7M 0.01% SOLD
343 VRRM VERRA MOBILITY CORP Technology 209,100 $4.7M 0.01% SOLD
344 CHURCHILL CAP CORP X 300,000 $4.7M 0.01% SOLD
345 AER PUT AERCAP HOLDINGS NV Industrials 32,500 $4.7M 0.01% SOLD
346 CSTL CASTLE BIOSCIENCES INC Healthcare 119,458 $4.6M 0.01% SOLD
347 ERIE ERIE INDTY CO Financial Services 16,168 $4.6M 0.01% SOLD
348 ENS ENERSYS Industrials 30,966 $4.5M 0.01% SOLD
349 SRPT SAREPTA THERAPEUTICS INC Healthcare 207,513 $4.5M 0.01% SOLD
350 TRNO TERRENO RLTY CORP Real Estate 76,033 $4.5M 0.01% SOLD
351 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 15,200 $4.5M 0.01% SOLD
352 ACI CALL ALBERTSONS COS INC Consumer Defensive 253,500 $4.4M 0.01% SOLD
353 FANG CALL DIAMONDBACK ENERGY INC Energy 28,700 $4.3M 0.01% SOLD
354 DXC DXC TECHNOLOGY CO Technology 293,968 $4.3M 0.01% SOLD
355 IVZ PUT INVESCO LTD Financial Services 162,900 $4.3M 0.01% SOLD
356 BLACKLINE INC 4,000,000 $4.2M 0.01% SOLD
357 CRS CALL CARPENTER TECHNOLOGY CORP Industrials 13,400 $4.2M 0.01% SOLD
358 TRN TRINITY INDS INC Industrials 158,726 $4.2M 0.01% SOLD
359 BAYTEX ENERGY CORP 1,277,346 $4.1M 0.01% SOLD
360 ACA ARCOSA INC Industrials 38,635 $4.1M 0.01% SOLD
Page 18 of 52  ·  1,035 positions
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%