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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 37 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ACAD CALL ACADIA PHARMACEUTICALS INC Healthcare 13,700.0 $305K NEW $22.26 -6.0%
722 ACAD PUT ACADIA PHARMACEUTICALS INC Healthcare 13,700.0 $305K NEW $22.26 -6.0%
723 RNA ATRIUM THERAPEUTICS INC Healthcare 22,708.0 $304K NEW $13.37 -5.0%
724 PLUG PUT PLUG PWR INC Industrials 133,600.0 $302K NEW $2.26 +48.7%
725 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 13,424.0 $301K NEW $22.43 +25.1%
726 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 34,367.0 $298K NEW $8.68 -5.6%
727 HBT HBT FINL INC. Financial Services 11,144.0 $298K NEW $26.72 +5.5%
728 ISTR INVESTAR HOLDING CORP Financial Services 10,882.0 $297K NEW $27.27 +4.1%
729 QUBT PUT QUANTUM COMPUTING INC Technology 43,000.0 $295K NEW $6.85 +38.5%
730 INCY PUT INCYTE CORP Healthcare 3,100.0 $292K NEW $94.12 +3.0%
731 AEIS CALL ADVANCED ENERGY INDS Industrials 900.0 $290K NEW $322.71 -3.9%
732 NCSM NCS MULTISTAGE HLDGS INC Energy 4,693.0 $290K NEW $61.84 -28.9%
733 SVC SERVICE PPTYS TR Real Estate 209,562.0 $284K NEW $1.36 +26.9%
734 EWZ ISHARES INC 7,341.0 $282K NEW $38.39 -4.1%
735 STRATA CRITICAL MEDICAL INC 67,030.0 $280K NEW $4.18
736 FSK CALL FS KKR CAP CORP Financial Services 27,300.0 $278K NEW $10.18 +7.8%
737 VFH PUT VANGUARD WORLD FD 2,300.0 $278K NEW $120.81 +4.7%
738 ARTNA ARTESIAN RES CORP Utilities 8,690.0 $277K NEW $31.85 +0.2%
739 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 2,500.0 $273K NEW $109.10 +12.5%
740 VMC PUT VULCAN MATLS CO Basic Materials 1,000.0 $272K NEW $272.30 -3.9%
Page 37 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%