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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 64 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BILL PUT BILL HOLDINGS INC Technology 10,600.0 $406K 0.00% -71K -87.0% $38.30 -1.4%
1262 CPRT PUT COPART INC Industrials 12,200.0 $405K 0.00% -2K -14.7% $33.20 +0.7%
1263 CLIMB BIO INC 59,090.0 $405K 0.00% -658K -91.8% $6.85
1264 CUBI CUSTOMERS BANCORP INC Financial Services 5,771.0 $401K 0.00% -5K -44.2% $69.41 +4.7%
1265 HMY PUT HARMONY GOLD MNG LTD Basic Materials 25,900.0 $398K 0.00% -15K -37.3% $15.37 +7.0%
1266 LIN CALL LINDE PLC Basic Materials 800.0 $397K 0.00% -42K -98.2% $495.76 +3.0%
1267 MET CALL METLIFE INC Financial Services 5,600.0 $396K 0.00% -11K -66.5% $70.72 +15.1%
1268 INBK FIRST INTERNET BANCORP Financial Services 19,404.0 $395K 0.00% -4K -16.3% $20.38 +16.0%
1269 HSY CALL HERSHEY CO Consumer Defensive 1,900.0 $395K 0.00% -30K -94.1% $207.89 -7.8%
1270 HSY PUT HERSHEY CO Consumer Defensive 1,900.0 $395K 0.00% -23K -92.5% $207.89 -7.8%
1271 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 15,000.0 $395K 0.00% -41K -73.3% $26.33 +11.8%
1272 OKTA CALL OKTA INC Technology 5,000.0 $394K 0.00% -140K -96.6% $78.71 +10.6%
1273 LUV CALL SOUTHWEST AIRLS CO Industrials 10,300.0 $387K -46K -81.6% $37.57 +2.1%
1274 LNTH CALL LANTHEUS HLDGS INC Healthcare 5,100.0 $387K -18K -77.4% $75.85 +22.8%
1275 ASCENTAGE PHARMA GROUP INTL 16,056.0 $383K -670.0 -4.0% $23.87
1276 SPMO CALL INVESCO EXCH TRADED FD TR II 3,400.0 $381K -500.0 -12.8% $112.11 +25.4%
1277 WAT PUT WATERS CORP Healthcare 1,274.0 $379K -3K -72.3% $297.80 +11.5%
1278 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 285,700.0 $377K -2.7M -90.3% $1.32 -12.9%
1279 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 4,700.0 $376K -8K -64.1% $80.08 +2.9%
1280 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 87,888.0 $374K -74K -45.7% $4.25 -6.4%
Page 64 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%