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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 23 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FIG PUT FIGMA INC Technology 74,900.0 $1.6M 0.00% NEW $21.14 +10.1%
442 SCHH SCHWAB STRATEGIC TR 72,967.0 $1.6M 0.00% NEW $21.49 +9.9%
443 ELVN PUT ENLIVEN THERAPEUTICS INC Healthcare 39,600.0 $1.6M 0.00% NEW $39.20 +2.5%
444 LOGI CALL LOGITECH INTL S A Technology 17,000.0 $1.5M 0.00% NEW $91.12 +13.8%
445 VICR CALL VICOR CORP Technology 9,500.0 $1.5M 0.00% NEW $161.00 +51.2%
446 BNS PUT BANK NOVA SCOTIA B C Financial Services 22,000.0 $1.5M 0.00% NEW $69.31 +13.9%
447 PFIX SIMPLIFY EXCHANGE TRADED FUN 32,600.0 $1.5M 0.00% NEW $46.23 +9.8%
448 EWW CALL ISHARES INC 20,000.0 $1.5M 0.00% NEW $75.23 +4.3%
449 OCULIS HOLDING AG 56,127.0 $1.5M 0.00% NEW $26.59
450 BLDP BALLARD PWR SYS INC NEW Industrials 598,814.0 $1.5M 0.00% NEW $2.43 +95.9%
451 KLAC KLA CORP Technology 980.0 $1.4M 0.00% NEW $1472.41 +18.2%
452 ATHM AUTOHOME INC Communication Services 82,354.0 $1.4M 0.00% NEW $17.37 -2.5%
453 BLUE OWL CAPITAL CORPORATION 129,103.0 $1.4M 0.00% NEW $11.06
454 GTLB CALL GITLAB INC Technology 65,900.0 $1.4M 0.00% NEW $21.64 +17.7%
455 CERIBELL INC 77,733.0 $1.4M 0.00% NEW $18.33
456 GTLB PUT GITLAB INC Technology 65,700.0 $1.4M 0.00% NEW $21.64 +17.7%
457 VBK CALL VANGUARD INDEX FDS 4,700.0 $1.4M 0.00% NEW $302.25 +12.6%
458 NGS NATURAL GAS SVCS GROUP INC Energy 37,271.0 $1.4M 0.00% NEW $37.74 +15.0%
459 CALL IRIDIUM COMMUNICATIONS INC 50,000.0 $1.4M 0.00% NEW $27.74
460 ALX ALEXANDERS INC Real Estate 5,872.0 $1.4M 0.00% NEW $236.20 +4.6%
Page 23 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%