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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 48 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 242,189.0 $1.6M 0.00% -144K -37.2% $6.57 +40.6%
942 GAMESTOP CORP NEW 409,438.0 $1.6M 0.00% -36K -8.0% $3.86
943 VSAT VIASAT INC Technology 34,090.0 $1.6M 0.00% -232K -87.2% $45.80 +64.3%
944 NVGS NAVIGATOR HLDGS LTD Energy 80,728.0 $1.6M 0.00% -74K -48.0% $19.33 +21.1%
945 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 145,000.0 $1.6M 0.00% -1.2M -89.0% $10.74 +26.5%
946 BLDR CALL BUILDERS FIRSTSOURCE INC Industrials 18,900.0 $1.6M 0.00% -35K -64.7% $82.33 -10.3%
947 INOD CALL INNODATA INC Technology 40,100.0 $1.5M 0.00% -18K -30.5% $38.62 +155.1%
948 DHR PUT DANAHER CORP DEL Healthcare 8,100.0 $1.5M 0.00% -27K -77.1% $189.60 -8.6%
949 ADSK CALL AUTODESK INC Technology 6,400.0 $1.5M 0.00% -23K -78.0% $239.40 +0.3%
950 PRIM CALL PRIMORIS SVCS CORP Industrials 10,700.0 $1.5M 0.00% -2K -13.0% $143.04 -25.4%
951 CIFR PUT CIPHER DIGITAL INC Financial Services 118,800.0 $1.5M 0.00% -262K -68.8% $12.87 +67.2%
952 STLA CALL STELLANTIS N.V Consumer Cyclical 215,600.0 $1.5M 0.00% -234K -52.0% $7.09 +6.2%
953 ZIM CALL ZIM INTEGRATED SHIPPING SERV Industrials 57,900.0 $1.5M 0.00% -14K -19.2% $26.35 -4.5%
954 HL CALL HECLA MINING COMPANY Basic Materials 81,800.0 $1.5M 0.00% -381K -82.3% $18.63 -7.1%
955 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 641,696.0 $1.5M 0.00% -1.3M -66.2% $2.37 +1.3%
956 CI PUT THE CIGNA GROUP Healthcare 5,700.0 $1.5M 0.00% -20K -78.0% $266.75 +5.7%
957 BY BYLINE BANCORP INC Financial Services 47,890.0 $1.5M 0.00% -81K -62.8% $31.57 +4.6%
958 ON CALL ON SEMICONDUCTOR CORP Technology 24,400.0 $1.5M 0.00% -119K -83.0% $61.92 +77.0%
959 GD CALL GENERAL DYNAMICS CORP Industrials 4,400.0 $1.5M 0.00% -52K -92.2% $343.22 -1.3%
960 HUN CALL HUNTSMAN CORP Basic Materials 113,200.0 $1.5M 0.00% -62K -35.2% $13.31 +8.0%
Page 48 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%