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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 41 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FSK PUT FS KKR CAP CORP Financial Services 19,800.0 $202K NEW $10.18 +7.8%
802 S CALL SENTINELONE INC Technology 15,600.0 $201K NEW $12.88 +38.4%
803 PSIX CALL POWER SOLUTIONS INTL INC Industrials 3,300.0 $201K NEW $60.88 -39.9%
804 TDW CALL TIDEWATER INC NEW Energy 2,400.0 $201K NEW $83.55 +0.9%
805 IGV ISHARES TR 2,500.0 $200K NEW $80.05 +15.4%
806 CALL NIOCORP DEVS LTD 44,700.0 $199K NEW $4.46
807 BTBT BIT DIGITAL INC Financial Services 152,162.0 $199K NEW $1.31 +38.2%
808 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 79,359.0 $199K NEW $2.51 +45.6%
809 SOC CALL SABLE OFFSHORE CORP Energy 11,900.0 $197K NEW $16.52 -7.9%
810 ASPI CALL ASP ISOTOPES INC Basic Materials 44,100.0 $195K NEW $4.42 +17.4%
811 SBET CALL SHARPLINK INC Financial Services 29,100.0 $188K NEW $6.45 -1.1%
812 IRSA INVERSIONES Y REP S A 11,507.0 $187K NEW $16.21
813 GENI CALL GENIUS SPORTS LIMITED Communication Services 41,700.0 $185K NEW $4.43 +14.7%
814 MAKO MNG CORP 28,700.0 $185K NEW $6.43
815 KVHI KVH INDS INC Technology 20,428.0 $183K NEW $8.96 +18.0%
816 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 11,780.0 $182K NEW $15.47 +18.6%
817 III INFORMATION SVCS GROUP INC Technology 47,411.0 $182K NEW $3.84 +16.4%
818 COMSTOCK INC 59,412.0 $181K NEW $3.05
819 INFQ INFLEQTION INC Technology 18,271.0 $179K NEW $9.81 +12.5%
820 SMTI SANARA MEDTECH INC Healthcare 10,335.0 $178K NEW $17.18 +33.0%
Page 41 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%