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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 36 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HDV PUT ISHARES TR 2,600.0 $353K NEW $135.72 -79.7%
702 DNN CALL DENISON MINES CORP Energy 97,900.0 $346K NEW $3.53 -9.8%
703 SSYS STRATASYS LTD Technology 43,067.0 $336K NEW $7.81 +5.3%
704 LPTH LIGHTPATH TECHNOLOGIES INC Technology 33,506.0 $336K NEW $10.03 +32.9%
705 VALARIS LTD 20,740.0 $332K NEW $15.99
706 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 37,500.0 $329K NEW $8.77 +155.8%
707 RSG PUT REPUBLIC SVCS INC Industrials 1,500.0 $329K NEW $219.02 -3.2%
708 ILF ISHARES TR 9,243.0 $328K NEW $35.52 -1.4%
709 QTRX QUANTERIX CORP Healthcare 93,253.0 $328K NEW $3.52 -28.4%
710 ASST CALL STRIVE INC Communication Services 32,300.0 $324K NEW $10.02 +68.8%
711 FCEL CALL FUELCELL ENERGY INC Industrials 49,500.0 $323K NEW $6.53 +197.4%
712 SPDW SPDR INDEX SHS FDS 7,029.0 $321K NEW $45.65 +9.2%
713 SMMT CALL SUMMIT THERAPEUTICS INC Healthcare 16,900.0 $320K NEW $18.96 -7.1%
714 FRPH FRP HLDGS INC Real Estate 14,380.0 $315K NEW $21.88 +2.9%
715 TPB CALL TURNING PT BRANDS INC Consumer Defensive 3,600.0 $312K NEW $86.79 +5.0%
716 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 2,300.0 $311K NEW $135.23 +0.6%
717 APARTMENT INVT & MGMT CO 76,382.0 $311K NEW $4.07
718 BEAM CALL BEAM THERAPEUTICS INC Healthcare 12,900.0 $307K NEW $23.83 +15.1%
719 BEAM PUT BEAM THERAPEUTICS INC Healthcare 12,900.0 $307K NEW $23.83 +15.1%
720 ASTL ALGOMA STL GROUP INC Basic Materials 73,916.0 $307K NEW $4.15 +21.8%
Page 36 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%