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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 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MDGL CALL MADRIGAL PHARMACEUTICALS INC Healthcare 4,900.0 $2.6M 0.00% -400.0 -7.5% $523.47 -2.2%
822 NUE PUT NUCOR CORP Basic Materials 15,100.0 $2.6M 0.00% -8K -35.7% $169.10 +31.1%
823 WISDOMTREE INC 1,927,000.0 $2.5M 0.00% -8.1M -80.7% $1.32
824 ULCC FRONTIER GROUP HLDGS INC Industrials 716,196.0 $2.5M 0.00% -1.0M -59.3% $3.53 +20.4%
825 NU PUT NU HLDGS LTD Financial Services 175,400.0 $2.5M 0.00% -129K -42.4% $14.37 -14.5%
826 EPOL ISHARES TR 69,201.0 $2.5M 0.00% -80K -53.5% $36.41 +9.2%
827 BTI PUT BRITISH AMERN TOB PLC Consumer Defensive 42,600.0 $2.5M 0.00% -205K -82.8% $58.47 +11.7%
828 FLEX CALL FLEXTRONICS INTL LTD Technology 38,000.0 $2.5M 0.00% -14K -26.8% $65.46 +92.9%
829 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 59,300.0 $2.4M 0.00% -82K -58.0% $41.27 +23.7%
830 HUN PUT HUNTSMAN CORP Basic Materials 183,600.0 $2.4M 0.00% -35K -16.1% $13.31 +0.1%
831 LNG CALL CHENIERE ENERGY INC Energy 8,600.0 $2.4M 0.00% -17K -66.3% $283.76 -13.0%
832 ARVN ARVINAS INC Healthcare 229,807.0 $2.4M 0.00% -2.1M -90.1% $10.60 -14.2%
833 PAM PAMPA ENERGIA SA Utilities 27,520.0 $2.4M 0.00% -7K -20.2% $88.50 -6.9%
834 ON PUT ON SEMICONDUCTOR CORP Technology 39,300.0 $2.4M 0.00% -162K -80.5% $61.92 +71.2%
835 CEG PUT CONSTELLATION ENERGY CORP Utilities 8,700.0 $2.4M 0.00% -37K -80.8% $279.25 -6.7%
836 TROW CALL PRICE T ROWE GROUP INC Financial Services 26,900.0 $2.4M 0.00% -72K -72.7% $90.14 +12.8%
837 E ENI SPA Energy 42,495.0 $2.4M 0.00% -35K -44.8% $56.61 -1.5%
838 DUOL CALL DUOLINGO INC Technology 24,400.0 $2.4M 0.00% -18K -41.8% $98.57 +15.8%
839 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 345,700.0 $2.4M 0.00% -311K -47.3% $6.95 +32.2%
840 AGI PUT ALAMOS GOLD INC Basic Materials 53,600.0 $2.4M 0.00% -67K -55.6% $44.43 -11.1%
Page 42 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%