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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 55 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ATI PUT ATI INC Industrials 7,000.0 $1.0M 0.00% -16K -69.2% $145.46 +5.7%
1082 ROIV CALL ROIVANT SCIENCES LTD Healthcare 36,700.0 $1.0M 0.00% -33K -47.3% $27.70 +1.8%
1083 EXC CALL EXELON CORP Utilities 20,700.0 $1.0M 0.00% -43K -67.5% $49.02 -9.0%
1084 DAN CALL DANA INC Consumer Cyclical 30,000.0 $1.0M 0.00% -40K -57.1% $33.65 -4.5%
1085 AMR PUT ALPHA METALLURGICAL RESOUR I Energy 4,900.0 $1.0M 0.00% -2K -27.9% $205.27 -14.9%
1086 SLP SIMULATIONS PLUS INC Healthcare 85,086.0 $1.0M 0.00% -46K -35.0% $11.82 +19.3%
1087 APA PUT APA CORPORATION Energy 23,500.0 $997K 0.00% -229K -90.7% $42.44 -7.4%
1088 QXO PUT QXO INC Industrials 51,300.0 $996K 0.00% -51K -50.0% $19.42 -17.9%
1089 ARLO ARLO TECHNOLOGIES INC Industrials 69,351.0 $987K 0.00% -444K -86.5% $14.23 -8.3%
1090 PONY AI INC 103,560.0 $978K 0.00% -3.1M -96.8% $9.44
1091 DKS PUT DICKS SPORTING GOODS INC Consumer Cyclical 4,900.0 $972K 0.00% -5K -48.4% $198.29 +6.7%
1092 XP CALL XP INC Financial Services 50,700.0 $965K 0.00% -300K -85.5% $19.04 -12.4%
1093 NKTR NEKTAR THERAPEUTICS Healthcare 13,364.0 $962K 0.00% -420K -96.9% $71.95 -6.1%
1094 TPR CALL TAPESTRY INC Consumer Cyclical 6,800.0 $960K 0.00% -201K -96.7% $141.11 -6.7%
1095 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 3,300.0 $959K 0.00% -10K -75.0% $290.49 -0.4%
1096 CCI CALL CROWN CASTLE INC Real Estate 11,700.0 $951K 0.00% -5K -30.8% $81.31 +13.9%
1097 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 18,714.0 $951K 0.00% -1.1M -98.4% $50.80 -13.0%
1098 NRG PUT NRG ENERGY INC Utilities 6,500.0 $950K 0.00% -32K -83.0% $146.14 -15.3%
1099 GLOB PUT GLOBANT S A Technology 20,500.0 $945K 0.00% -30K -59.2% $46.11 -12.7%
1100 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 101,700.0 $944K 0.00% -98K -49.1% $9.28 -1.5%
Page 55 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%