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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 65 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CALL TECHNIPFMC PLC 5,400.0 $373K -61K -91.8% $69.13
1282 PRAA PRA GROUP INC Financial Services 21,319.0 $373K -16K -42.4% $17.50 -17.0%
1283 HBNC HORIZON BANCORP IND Financial Services 22,364.0 $371K -84K -79.0% $16.57 +7.3%
1284 NTR PUT NUTRIEN LTD Basic Materials 4,800.0 $362K -58K -92.4% $75.46 -6.2%
1285 SYK CALL STRYKER CORPORATION Healthcare 1,100.0 $361K -40K -97.3% $328.59 -4.8%
1286 UNTY UNITY BANCORP INC Financial Services 6,960.0 $361K -2K -24.8% $51.83 +1.3%
1287 NBTB NBT BANCORP INC Financial Services 8,464.0 $360K -36K -81.0% $42.58 +4.5%
1288 CCRN CROSS CTRY HEALTHCARE INC Healthcare 38,132.0 $358K -21K -36.0% $9.40 +39.6%
1289 CG CALL CARLYLE GROUP INC Financial Services 7,400.0 $358K -5K -42.2% $48.39 -5.0%
1290 CRBU CARIBOU BIOSCIENCES INC Healthcare 187,622.0 $356K -216K -53.5% $1.90 +5.3%
1291 EPAM PUT EPAM SYS INC Technology 2,600.0 $352K -2K -46.9% $135.40 -25.4%
1292 ORGO ORGANOGENESIS HLDGS INC Healthcare 148,358.0 $352K -241K -61.9% $2.37 +3.8%
1293 TDG PUT TRANSDIGM GROUP INC Industrials 300.0 $348K -100.0 -25.0% $1158.96 -0.9%
1294 ASYS AMTECH SYS INC Technology 29,758.0 $348K -38K -56.3% $11.68 +73.1%
1295 NOA NORTH AMERN CONSTR GROUP LTD Energy 25,749.0 $347K -67K -72.2% $13.49 +12.0%
1296 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 2,000.0 $347K -2K -47.4% $173.45 -4.4%
1297 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 2,200.0 $346K -121K -98.2% $157.28 -0.6%
1298 AVBC AVIDIA BANCORP INC Financial Services 17,577.0 $346K -2K -9.9% $19.67 -5.5%
1299 ECH CALL ISHARES INC 8,400.0 $334K -300.0 -3.5% $39.76 -0.8%
1300 BTSG CALL BRIGHTSPRING HEALTH SVCS INC Healthcare 7,800.0 $332K -100.0 -1.3% $42.61 +30.0%
Page 65 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%