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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 47 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ENSG ENSIGN GROUP INC Healthcare 8,648.0 $1.7M 0.00% -27K -75.5% $201.50 -14.8%
922 TK TEEKAY CORPORATION LTD Energy 142,119.0 $1.7M 0.00% -192K -57.5% $12.21 +15.9%
923 HAFC HANMI FINL CORP Financial Services 65,717.0 $1.7M 0.00% -123K -65.2% $26.36 +15.0%
924 GILD PUT GILEAD SCIENCES INC Healthcare 12,400.0 $1.7M 0.00% -4K -26.2% $139.37 -6.4%
925 SMH VANECK ETF TRUST 4,498.0 $1.7M 0.00% -15K -76.3% $383.40 +48.0%
926 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 125,414.0 $1.7M 0.00% -495K -79.8% $13.75 +5.5%
927 SLDP SOLID POWER INC Industrials 574,425.0 $1.7M 0.00% -186K -24.5% $3.00 -7.7%
928 BH BIGLARI HLDGS INC Consumer Cyclical 5,224.0 $1.7M 0.00% -5K -51.1% $329.59 -16.9%
929 CCL CALL CARNIVAL CORP Consumer Cyclical 66,300.0 $1.7M 0.00% -20K -23.5% $25.88 +1.2%
930 AEVA CALL AEVA TECHNOLOGIES INC Consumer Cyclical 130,100.0 $1.7M 0.00% -36K -21.4% $13.16 +63.3%
931 STRL PUT STERLING INFRASTRUCTURE INC Industrials 4,200.0 $1.7M 0.00% -28K -87.0% $407.27 +84.6%
932 ENVX PUT ENOVIX CORPORATION Industrials 330,200.0 $1.7M 0.00% -204K -38.2% $5.18 +21.6%
933 FICO PUT FAIR ISAAC CORP Technology 1,600.0 $1.7M 0.00% -1K -46.7% $1067.54 +15.0%
934 REGN REGENERON PHARMACEUTICALS Healthcare 2,175.0 $1.7M 0.00% -260K -99.2% $772.64 -15.9%
935 MPWR CALL MONOLITHIC PWR SYS INC Technology 1,500.0 $1.6M 0.00% -6K -78.9% $1093.35 +42.8%
936 HMN HORACE MANN EDUCATORS CORP N Financial Services 38,407.0 $1.6M 0.00% -26K -40.4% $42.68 +11.6%
937 GDS PUT GDS HLDGS LTD Technology 40,300.0 $1.6M 0.00% -18K -30.4% $40.29 -12.7%
938 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 17,700.0 $1.6M 0.00% -27K -60.2% $91.37 -16.3%
939 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 3,600.0 $1.6M 0.00% -4K -49.3% $446.54 -3.6%
940 PUT RAMACO RES INC 103,700.0 $1.6M 0.00% -35K -25.1% $15.46
Page 47 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%