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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 12 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SG SWEETGREEN INC Consumer Cyclical 1,239,335.0 $6.4M 0.01% NEW $5.19 +66.3%
222 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 10,800.0 $6.4M 0.01% NEW $592.98 -4.4%
223 CERT CERTARA INC Healthcare 1,118,967.0 $6.4M 0.01% NEW $5.70 -18.1%
224 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 10,600.0 $6.3M 0.01% NEW $592.98 -4.4%
225 TD TORONTO DOMINION BK ONT Financial Services 67,305.0 $6.3M 0.01% NEW $93.13 +15.9%
226 NOK PUT NOKIA CORP Technology 774,500.0 $6.2M 0.01% NEW $8.04 +70.0%
227 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 286,733.0 $6.2M 0.01% NEW $21.66 +4.9%
228 MGEE MGE ENERGY INC Utilities 80,070.0 $6.2M 0.01% NEW $77.29 -2.2%
229 QTWO Q2 HLDGS INC Technology 130,200.0 $6.2M 0.01% NEW $47.30 -0.1%
230 IEF ISHARES TR 63,505.0 $6.1M 0.01% NEW $95.44 -1.8%
231 BEN FRANKLIN RESOURCES INC Financial Services 248,100.0 $5.9M 0.01% NEW $23.62 +32.1%
232 NTNX NUTANIX INC Technology 151,251.0 $5.7M 0.01% NEW $38.01 +27.0%
233 TRP PUT TC ENERGY CORP Energy 91,400.0 $5.7M 0.01% NEW $62.52 +11.0%
234 JAZZ INVESTMENTS I LTD 4,000,000.0 $5.7M 0.01% NEW $1.42
235 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 100,000.0 $5.6M 0.01% NEW $56.49 -11.1%
236 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 41,855.0 $5.6M 0.01% NEW $133.46 +12.4%
237 SION SIONNA THERAPEUTICS INC Healthcare 136,549.0 $5.5M 0.01% NEW $40.09 -6.0%
238 HMY HARMONY GOLD MNG LTD Basic Materials 346,923.0 $5.3M 0.01% NEW $15.37 +7.0%
239 IVA INVENTIVA SA Healthcare 956,221.0 $5.3M 0.01% NEW $5.55 -11.5%
240 GOLD GOLD COM INC Financial Services 132,151.0 $5.3M 0.01% NEW $40.08 -1.0%
Page 12 of 44  ·  877 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%