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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 27 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CI THE CIGNA GROUP Healthcare 28,303.0 $7.5M 0.01% -85K -75.0% $266.75 +8.9%
522 HUM CALL HUMANA INC Healthcare 43,500.0 $7.5M 0.01% -402K -90.2% $173.39 +80.2%
523 BE CALL BLOOM ENERGY CORP Industrials 55,300.0 $7.5M 0.01% -5K -7.8% $135.49 +98.2%
524 PCG PUT PG&E CORP Utilities 426,400.0 $7.5M 0.01% -575K -57.4% $17.57 -6.2%
525 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 63,752.0 $7.5M 0.01% -101K -61.3% $117.06 -7.7%
526 RDDT PUT REDDIT INC Communication Services 55,200.0 $7.4M 0.01% -66K -54.5% $134.65 +9.3%
527 JXN JACKSON FINANCIAL INC Financial Services 70,145.0 $7.4M 0.01% -255K -78.5% $105.72 +3.4%
528 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 16,600.0 $7.4M 0.01% -4K -20.9% $446.54 -2.2%
529 SCHD PUT SCHWAB STRATEGIC TR 240,900.0 $7.4M 0.01% -209K -46.5% $30.68 +4.2%
530 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 91,600.0 $7.4M 0.01% -227K -71.2% $80.56 -9.4%
531 FN PUT FABRINET Technology 14,100.0 $7.4M 0.01% -700.0 -4.7% $521.52 +30.5%
532 MA CALL MASTERCARD INCORPORATED Financial Services 14,700.0 $7.3M 0.01% -23K -61.0% $499.66 -1.4%
533 FMC PUT FMC CORP Basic Materials 423,700.0 $7.3M 0.01% -59K -12.2% $17.22 -25.5%
534 BHC BAUSCH HEALTH COS INC Healthcare 1,350,262.0 $7.3M 0.01% -9K -0.7% $5.40 -2.3%
535 STE STERIS PLC Healthcare 32,930.0 $7.3M 0.01% -3K -8.0% $221.13 -4.3%
536 FRMI FERMI INC Utilities 1,245,612.0 $7.3M 0.01% -972K -43.8% $5.84 -1.4%
537 IAG CALL IAMGOLD CORP Basic Materials 386,200.0 $7.3M 0.01% -185K -32.4% $18.82 -13.7%
538 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 77,000.0 $7.2M 0.01% -286K -78.8% $93.87 +85.8%
539 VALE PUT VALE S A Basic Materials 453,600.0 $7.2M 0.01% -100K -18.1% $15.91 +1.3%
540 ARRAY TECHNOLOGIES INC 8,000,000.0 $7.2M 0.01% -5.0M -38.5% $0.90
Page 27 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%