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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 58 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 THC CALL TENET HEALTHCARE CORP Healthcare 4,200.0 $793K 0.00% -44K -91.2% $188.71 -2.3%
1142 DD CALL DUPONT DE NEMOURS INC Basic Materials 17,300.0 $792K 0.00% -123K -87.7% $45.80 +4.1%
1143 PVH PVH CORPORATION Consumer Cyclical 11,346.0 $791K 0.00% -82K -87.8% $69.76 +21.4%
1144 FOLD AMICUS THERAPEUTIC Healthcare 54,677.0 $791K 0.00% -2.0M -97.4% $14.46 +0.2%
1145 YATSEN HLDG LTD 253,269.0 $780K 0.00% -236K -48.3% $3.08
1146 CALL CRH PLC 7,400.0 $778K 0.00% -1K -11.9% $105.12
1147 ROKU CALL ROKU INC Communication Services 8,200.0 $776K 0.00% -16K -66.3% $94.62 +31.0%
1148 SCCO CALL SOUTHERN COPPER CORP Basic Materials 4,500.0 $774K 0.00% -4K -46.4% $172.06 +1.1%
1149 TMC TMC THE METALS COMPANY INC Basic Materials 161,967.0 $756K 0.00% -98K -37.6% $4.67 +8.9%
1150 CDLR CADELER A S Industrials 32,092.0 $755K 0.00% -33K -51.0% $23.53 +15.6%
1151 DD DUPONT DE NEMOURS INC Basic Materials 16,419.0 $752K 0.00% -1.1M -98.5% $45.80 +4.1%
1152 FANG PUT DIAMONDBACK ENERGY INC Energy 3,800.0 $752K 0.00% -2K -34.5% $197.79 +3.4%
1153 CORZ CALL CORE SCIENTIFIC INC NEW Technology 50,000.0 $748K 0.00% -311K -86.2% $14.96 +55.3%
1154 SMR CALL NUSCALE PWR CORP Utilities 69,000.0 $748K 0.00% -90K -56.7% $10.84 -3.3%
1155 CI CALL THE CIGNA GROUP Healthcare 2,800.0 $747K 0.00% -12K -80.8% $266.75 +6.8%
1156 YUM PUT YUM BRANDS INC Consumer Cyclical 4,800.0 $746K 0.00% -18K -78.5% $155.48 -1.5%
1157 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 6,400.0 $735K 0.00% -13K -66.3% $114.85 +23.3%
1158 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 23,140.0 $729K 0.00% -182K -88.7% $31.49 +5.2%
1159 SMCI SUPER MICRO COMPUTER INC Technology 32,000.0 $729K 0.00% -133K -80.6% $22.77 +47.2%
1160 HAL PUT HALLIBURTON CO Energy 18,600.0 $725K 0.00% -318K -94.5% $38.99 +9.0%
Page 58 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%