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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 42 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TTI CALL TETRA TECHNOLOGIES INC DEL Energy 20,700.0 $176K NEW $8.52 +23.0%
822 QUIK QUICKLOGIC CORP Technology 18,609.0 $175K NEW $9.38 +96.8%
823 EYPT CALL EYEPOINT INC Healthcare 13,300.0 $171K NEW $12.89 -9.2%
824 EYPT PUT EYEPOINT INC Healthcare 13,300.0 $171K NEW $12.89 -9.2%
825 KPTI CALL KARYOPHARM THERAPEUTICS INC Healthcare 30,000.0 $167K NEW $5.57 +34.1%
826 SOUN PUT SOUNDHOUND AI INC Technology 24,100.0 $166K NEW $6.87 +21.5%
827 FIGS CALL FIGS INC Consumer Cyclical 11,000.0 $162K NEW $14.77 -22.1%
828 CHAGEE HLDGS LTD 17,155.0 $160K NEW $9.31
829 JBIO CALL JADE BIOSCIENCES INC Healthcare 11,200.0 $157K NEW $14.05 +56.7%
830 JBIO PUT JADE BIOSCIENCES INC Healthcare 11,200.0 $157K NEW $14.05 +56.7%
831 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 14,300.0 $155K NEW $10.83 -4.0%
832 TCGL TECHCREATE GROUP LTD Technology 17,109.0 $149K NEW $8.73 +1879.8%
833 NEXT PUT NEXTDECADE CORP Energy 19,300.0 $148K NEW $7.66 +14.5%
834 OSS CALL ONE STOP SYS INC Technology 19,400.0 $147K NEW $7.57 +111.2%
835 RXRX CALL RECURSION PHARMACEUTICALS IN Healthcare 46,300.0 $142K NEW $3.07 -5.9%
836 LUXEXPERIENCE BV 17,587.0 $141K NEW $8.00
837 WOOF CALL PETCO HEALTH & WELLNESS CO I Consumer Cyclical 50,000.0 $139K NEW $2.78 -8.3%
838 NLOP NET LEASE OFFICE PROPERTIES Real Estate 11,897.0 $137K NEW $11.52 -0.3%
839 BOOM DMC GLOBAL INC Energy 25,146.0 $131K NEW $5.21 +33.0%
840 CMPS CALL COMPASS PATHWAYS PLC Healthcare 23,600.0 $131K NEW $5.53 +91.0%
Page 42 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%