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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 21 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XRT CALL SPDR SERIES TRUST 25,000.0 $2.0M 0.00% NEW $80.47 +0.6%
402 CPA COPA HOLDINGS SA Industrials 17,613.0 $2.0M 0.00% NEW $113.61 +12.8%
403 CATY CATHAY GEN BANCORP Financial Services 39,904.0 $2.0M 0.00% NEW $49.86 +14.7%
404 CAG PUT CONAGRA BRANDS INC Consumer Defensive 126,000.0 $2.0M 0.00% NEW $15.72 -12.5%
405 PINE ALPINE INCOME PPTY TR INC Real Estate 109,544.0 $2.0M 0.00% NEW $18.00 +6.2%
406 SWBI SMITH & WESSON BRANDS INC Industrials 136,844.0 $2.0M 0.00% NEW $14.33 +6.0%
407 IBOTTA INC 64,129.0 $1.9M 0.00% NEW $29.97
408 DOCN CALL DIGITALOCEAN HLDGS INC Technology 22,400.0 $1.9M 0.00% NEW $85.78 +74.9%
409 RLJ RLJ LODGING TR Real Estate 257,407.0 $1.9M 0.00% NEW $7.42 +23.3%
410 HLF HERBALIFE LTD Consumer Defensive 129,246.0 $1.9M 0.00% NEW $14.72 -17.4%
411 GWRE PUT GUIDEWIRE SOFTWARE INC Technology 12,700.0 $1.9M 0.00% NEW $149.56 -6.4%
412 PUT GAMESTOP CORP NEW 491,010.0 $1.9M 0.00% NEW $3.86
413 UCTT CALL ULTRA CLEAN HLDGS INC Technology 30,000.0 $1.9M 0.00% NEW $62.18 +23.8%
414 DOCN PUT DIGITALOCEAN HLDGS INC Technology 21,700.0 $1.9M 0.00% NEW $85.78 +74.9%
415 URG UR-ENERGY INC Energy 1,248,372.0 $1.9M 0.00% NEW $1.49 +0.7%
416 GOLD CALL GOLD COM INC Financial Services 46,000.0 $1.8M 0.00% NEW $40.08 -1.0%
417 AVDV CALL AMERICAN CENTY ETF TR 18,300.0 $1.8M 0.00% NEW $99.86 +8.3%
418 VIA VIA TRANSN INC Technology 121,165.0 $1.8M 0.00% NEW $15.00 -6.5%
419 CRITICAL METALS CORP 227,986.0 $1.8M 0.00% NEW $7.94
420 IBIT ISHARES BITCOIN TRUST ETF Financial Services 47,000.0 $1.8M 0.00% NEW $38.42 +14.5%
Page 21 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%