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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 17 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ASTS AST SPACEMOBILE INC Technology 39,000.0 $3.2M 0.00% NEW $82.87 +8.1%
322 FIG CALL FIGMA INC Technology 152,100.0 $3.2M 0.00% NEW $21.14 +10.1%
323 GS GOLDMAN SACHS GROUP INC Financial Services 3,780.0 $3.2M 0.00% NEW $845.99 +9.8%
324 ESS ESSEX PPTY TR INC Real Estate 13,192.0 $3.2M 0.00% NEW $242.00 +12.7%
325 USAR PUT USA RARE EARTH INC Basic Materials 208,900.0 $3.2M 0.00% NEW $15.14 +31.9%
326 TCBK TRICO BANCSHARES Financial Services 66,189.0 $3.1M 0.00% NEW $47.54 +4.0%
327 UPBOUND GROUP INC 173,582.0 $3.1M 0.00% NEW $18.05
328 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 42,678.0 $3.1M 0.00% NEW $72.55 -0.8%
329 EWC ISHARES INC 56,413.0 $3.1M 0.00% NEW $54.79 +6.4%
330 CALL DIGITALBRIDGE GROUP INC 200,000.0 $3.1M 0.00% NEW $15.42
331 PACS CALL PACS GROUP INC Financial Services 95,600.0 $3.1M 0.00% NEW $32.12 +14.3%
332 ABR ARBOR REALTY TRUST INC Real Estate 398,195.0 $3.1M 0.00% NEW $7.71 -25.0%
333 MNKD MANNKIND CORP Healthcare 1,249,177.0 $3.1M 0.00% NEW $2.45 +20.8%
334 APPF APPFOLIO INC Technology 19,135.0 $3.0M 0.00% NEW $157.82 +3.5%
335 WTRG ESSENTIAL UTILS INC Utilities 74,921.0 $3.0M 0.00% NEW $40.27 -7.8%
336 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 51,684.0 $3.0M 0.00% NEW $58.24 -5.3%
337 LEU CENTRUS ENERGY CORP Energy 17,302.0 $3.0M 0.00% NEW $173.59 -2.6%
338 HCI HCI GROUP INC Financial Services 19,274.0 $3.0M 0.00% NEW $154.61 +0.7%
339 FLY CALL FIREFLY AEROSPACE INC Industrials 104,500.0 $3.0M 0.00% NEW $28.47 +49.5%
340 CELC PUT CELCUITY INC Healthcare 26,000.0 $3.0M 0.00% NEW $114.14 +14.7%
Page 17 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%