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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 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CLSK PUT CLEANSPARK INC Technology 1,225,900.0 $10.4M 0.01% -474K -27.9% $8.51 +76.4%
442 MCO MOODYS CORP Financial Services 23,800.0 $10.4M 0.01% -265K -91.8% $436.25 -1.4%
443 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,999,724.0 $10.4M 0.01% -1.7M -45.5% $5.19 +132.9%
444 CRAI CRA INTL INC Industrials 63,927.0 $10.3M 0.01% -29K -31.6% $161.88 -11.5%
445 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 122,200.0 $10.3M 0.01% -74K -37.7% $84.59 +100.2%
446 PNW PINNACLE WEST CAP CORP Utilities 102,400.0 $10.3M 0.01% -596K -85.3% $100.75 +0.9%
447 CORZ CORE SCIENTIFIC INC NEW Technology 689,464.0 $10.3M 0.01% -445K -39.2% $14.96 +53.9%
448 SLVM SYLVAMO CORP Basic Materials 244,086.0 $10.3M 0.01% -36K -12.9% $42.24 -15.2%
449 CCJ CALL CAMECO CORP Energy 94,900.0 $10.3M 0.01% -196K -67.4% $108.61 -4.0%
450 FE FIRSTENERGY CORP Utilities 202,762.0 $10.3M 0.01% -1.0M -83.4% $50.66 -10.6%
451 CPRT COPART INC Industrials 307,948.0 $10.2M 0.01% -901K -74.5% $33.20 -2.3%
452 CB CALL CHUBB LTD SWITZ Financial Services 31,300.0 $10.2M 0.01% -1K -3.4% $325.93 +0.5%
453 UAL CALL UNITED AIRLS HLDGS INC Industrials 110,500.0 $10.2M 0.01% -106K -48.8% $92.07 -2.5%
454 SE PUT SEA LTD Consumer Cyclical 121,500.0 $10.1M 0.01% -50K -29.0% $82.81 +4.0%
455 DE CALL DEERE & CO Industrials 17,800.0 $10.0M 0.01% -14K -43.5% $563.30 -2.2%
456 COLB COLUMBIA BKG SYS INC Financial Services 365,093.0 $10.0M 0.01% -210K -36.6% $27.43 +6.2%
457 FICO FAIR ISAAC CORP Technology 9,340.0 $10.0M 0.01% -93K -90.9% $1067.54 +10.1%
458 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 141,400.0 $10.0M 0.01% -220K -60.9% $70.51 -24.6%
459 GLPG GALAPAGOS NV Healthcare 332,125.0 $10.0M 0.01% -154K -31.7% $30.00 -11.3%
460 MP CALL MP MATERIALS CORP Basic Materials 206,200.0 $10.0M 0.01% -188K -47.7% $48.26 +13.1%
Page 23 of 72  ·  1,434 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%