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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 53 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 INOD PUT INNODATA INC Technology 30,000.0 $1.2M 0.00% -14K -32.4% $38.62 +128.4%
1042 CNA CNA FINL CORP Financial Services 25,139.0 $1.2M 0.00% -246K -90.7% $45.92 -3.6%
1043 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 5,800.0 $1.2M 0.00% -8K -58.9% $198.29 +6.7%
1044 OKTA PUT OKTA INC Technology 14,600.0 $1.1M 0.00% -86K -85.5% $78.71 +8.9%
1045 NSC PUT NORFOLK SOUTHN CORP Industrials 4,000.0 $1.1M 0.00% -3K -45.2% $287.00 +10.9%
1046 BSBR BANCO SANTANDER BRASIL S A Financial Services 193,576.0 $1.1M 0.00% -99K -33.9% $5.93 -6.7%
1047 CTRA CALL COTERRA ENERGY INC Energy 32,600.0 $1.1M 0.00% -73K -69.2% $35.14 -7.3%
1048 DUOL PUT DUOLINGO INC Technology 11,600.0 $1.1M 0.00% -6K -34.5% $98.57 +15.8%
1049 EWJ PUT ISHARES INC 13,500.0 $1.1M 0.00% -21K -60.6% $84.44 +8.0%
1050 NTR CALL NUTRIEN LTD Basic Materials 15,100.0 $1.1M 0.00% -22K -59.4% $75.46 -5.1%
1051 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 12,400.0 $1.1M 0.00% -13K -51.0% $91.37 -18.2%
1052 RERE ATRENEW INC Consumer Cyclical 240,928.0 $1.1M 0.00% -130K -35.0% $4.69 +7.0%
1053 FIS PUT FIDELITY NATL INFORMATION SV Technology 24,000.0 $1.1M 0.00% -9K -26.8% $46.91 -7.3%
1054 AMPY AMPLIFY ENERGY CORP NEW Energy 179,813.0 $1.1M 0.00% -27K -12.9% $6.24 -17.0%
1055 DQ PUT DAQO NEW ENERGY CORP Technology 52,400.0 $1.1M 0.00% -1K -2.4% $21.27 -19.7%
1056 DQ CALL DAQO NEW ENERGY CORP Technology 52,200.0 $1.1M 0.00% -17K -24.4% $21.27 -19.7%
1057 CTNM CONTINEUM THERAPEUTICS INC Healthcare 84,891.0 $1.1M 0.00% -674K -88.8% $13.06 -2.3%
1058 XPEV PUT XPENG INC Consumer Cyclical 64,100.0 $1.1M 0.00% -36K -36.3% $17.11 -12.7%
1059 CMRE COSTAMARE INC Industrials 64,626.0 $1.1M 0.00% -126K -66.0% $16.90 +1.7%
1060 ICLR ICON PLC Healthcare 9,863.0 $1.1M 0.00% -184K -94.9% $110.66 +2.6%
Page 53 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%