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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 33 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 O CALL REALTY INCOME CORP Real Estate 83,000.0 $5.1M 0.01% -27K -24.6% $61.18 +1.5%
642 U CALL UNITY SOFTWARE INC Technology 231,100.0 $5.1M 0.01% -131K -36.2% $21.94 +19.4%
643 CROX CALL CROCS INC Consumer Cyclical 60,300.0 $5.0M 0.01% -5K -7.8% $83.02 +19.4%
644 ABBV PUT ABBVIE INC Healthcare 22,500.0 $4.9M 0.01% -7K -23.2% $217.49 -2.4%
645 ZM CALL ZOOM COMMUNICATIONS INC Technology 60,600.0 $4.9M 0.01% -137K -69.4% $80.39 +21.1%
646 NRG CALL NRG ENERGY INC Utilities 33,300.0 $4.9M 0.01% -49K -59.4% $146.14 -15.3%
647 SWK PUT STANLEY BLACK & DECKER INC Industrials 68,300.0 $4.9M 0.01% -36K -34.6% $71.06 +4.0%
648 OTIS OTIS WORLDWIDE CORP Industrials 62,710.0 $4.8M 0.01% -84K -57.4% $77.08 -8.0%
649 SYM PUT SYMBOTIC INC Industrials 90,700.0 $4.8M 0.01% -183K -66.9% $53.20 -12.4%
650 APEI AMERICAN PUB ED INC Consumer Defensive 84,637.0 $4.8M 0.01% -141K -62.5% $56.88 -6.9%
651 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 182,000.0 $4.8M 0.01% -139K -43.4% $26.43 +4.0%
652 CCJ PUT CAMECO CORP Energy 44,100.0 $4.8M 0.01% -93K -67.9% $108.61 -4.2%
653 LKFN LAKELAND FINL CORP Financial Services 82,888.0 $4.8M 0.01% -6K -6.7% $57.38 +1.6%
654 EZPW EZCORP INC Financial Services 186,857.0 $4.7M 0.01% -175K -48.4% $25.38 +25.8%
655 AVAV PUT AEROVIRONMENT INC Industrials 25,900.0 $4.7M 0.01% -88K -77.4% $183.05 -10.5%
656 HCA PUT HCA HEALTHCARE INC Healthcare 10,000.0 $4.7M 0.01% -6K -36.7% $473.24 -14.5%
657 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,047,385.0 $4.7M 0.01% -414K -28.3% $4.50 -26.0%
658 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 42,300.0 $4.7M 0.01% -57K -57.4% $111.42 -76.7%
659 CMI CALL CUMMINS INC Industrials 8,700.0 $4.7M 0.01% -6K -39.6% $538.02 +22.6%
660 B PUT BARRICK MNG CORP Basic Materials 114,700.0 $4.7M 0.01% -116K -50.2% $40.79 +0.4%
Page 33 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%