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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 45 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 STM PUT STMICROELECTRONICS N V Technology 59,200.0 $2.0M 0.00% -3K -5.3% $34.55 +77.2%
882 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 32,200.0 $2.0M 0.00% -127K -79.7% $62.75 -8.9%
883 BDX PUT BECTON DICKINSON & CO Healthcare 12,700.0 $2.0M 0.00% -11K -46.4% $157.23 -7.0%
884 SYBT STOCK YDS BANCORP INC Financial Services 29,994.0 $2.0M 0.00% -28K -48.1% $66.29 +7.1%
885 RIOT PUT RIOT PLATFORMS INC Financial Services 160,700.0 $2.0M 0.00% -213K -57.0% $12.36 +91.5%
886 BILL CALL BILL HOLDINGS INC Technology 51,500.0 $2.0M 0.00% -13K -20.5% $38.30 -4.8%
887 MWA MUELLER WTR PRODS INC Industrials 71,739.0 $2.0M 0.00% -723K -91.0% $27.49 -8.6%
888 ARGX PUT ARGENX SE Healthcare 2,700.0 $2.0M 0.00% -2K -40.0% $730.25 +11.8%
889 EXK ENDEAVOUR SILVER CORP Basic Materials 209,667.0 $2.0M 0.00% -603K -74.2% $9.32 +0.2%
890 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 6,700.0 $1.9M 0.00% -49K -88.0% $290.49 -0.1%
891 EL CALL LAUDER ESTEE COS INC Consumer Defensive 27,000.0 $1.9M 0.00% -142K -84.0% $71.77 +9.9%
892 GRUPO CIBEST SA 26,528.0 $1.9M 0.00% -51K -66.0% $72.81
893 HUM PUT HUMANA INC Healthcare 11,100.0 $1.9M 0.00% -42K -78.9% $173.39 +75.1%
894 CTVA CORTEVA INC Basic Materials 22,947.0 $1.9M 0.00% -554K -96.0% $83.71 -5.6%
895 RY CALL ROYAL BK CDA Financial Services 11,800.0 $1.9M 0.00% -16K -57.1% $161.78 +15.7%
896 RBRK PUT RUBRIK INC. Technology 38,900.0 $1.9M 0.00% -300.0 -0.8% $48.97 +36.6%
897 NEE PUT NEXTERA ENERGY INC Utilities 20,500.0 $1.9M 0.00% -136K -86.9% $92.88 -3.4%
898 AI C3 AI INC Technology 223,890.0 $1.9M 0.00% -362K -61.8% $8.42 +10.8%
899 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 6,700.0 $1.9M 0.00% -3K -33.0% $281.07 +25.2%
900 CAR CALL AVIS BUDGET GROUP INC Industrials 12,800.0 $1.9M 0.00% -68K -84.1% $145.85 +8.1%
Page 45 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%