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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 52 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 IIIN INSTEEL INDS INC Industrials 36,336.0 $1.2M 0.00% -6K -15.1% $33.61 -27.2%
1022 FOR FORESTAR GROUP INC Real Estate 49,596.0 $1.2M 0.00% -29K -36.8% $24.44 +3.1%
1023 SWKS CALL SKYWORKS SOLUTIONS INC Technology 22,600.0 $1.2M 0.00% -29K -56.5% $53.55 +31.4%
1024 TT CALL TRANE TECHNOLOGIES PLC Industrials 2,900.0 $1.2M 0.00% -7K -70.1% $416.74 +7.5%
1025 BCAL CALIFORNIA BANCORP Financial Services 68,118.0 $1.2M 0.00% -6K -7.8% $17.72 +7.1%
1026 TPC TUTOR PERINI CORP Industrials 15,569.0 $1.2M 0.00% -309K -95.2% $77.19 -3.0%
1027 SMR PUT NUSCALE PWR CORP Utilities 110,600.0 $1.2M 0.00% -48K -30.2% $10.84 -7.2%
1028 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 11,800.0 $1.2M 0.00% -16K -57.1% $101.55 -6.7%
1029 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 10,400.0 $1.2M 0.00% -13K -55.7% $114.85 +25.0%
1030 ASML PUT ASML HLDG NV Technology 900.0 $1.2M 0.00% -20K -95.8% $1320.83 +17.4%
1031 VYM PUT VANGUARD WHITEHALL FDS 8,000.0 $1.2M 0.00% -10K -55.1% $148.10 +5.8%
1032 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 29,928.0 $1.2M 0.00% -12K -28.3% $39.56 +5.0%
1033 ENGENE HOLDINGS INC 173,391.0 $1.2M 0.00% -388K -69.1% $6.81
1034 NFBK NORTHFIELD BANCORP INC DEL Financial Services 87,125.0 $1.2M 0.00% -68K -43.8% $13.54 +4.1%
1035 HOPE HOPE BANCORP INC Financial Services 105,262.0 $1.2M 0.00% -63K -37.5% $11.17 +8.6%
1036 NMRA NEUMORA THERAPEUTICS INC. Healthcare 602,403.0 $1.2M 0.00% -3.1M -83.6% $1.95 -14.4%
1037 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 16,500.0 $1.2M 0.00% -8K -31.8% $71.18 -13.5%
1038 BTG CALL B2GOLD CORP Basic Materials 259,000.0 $1.2M 0.00% -142K -35.3% $4.53 +3.1%
1039 WILLOW LANE ACQUISITION CORP 108,874.0 $1.2M 0.00% -91K -45.6% $10.65
1040 TECK PUT TECK RESOURCES LTD Basic Materials 22,400.0 $1.2M 0.00% -38K -62.6% $51.75 +14.7%
Page 52 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%