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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 72 of 72  ·  1,434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DH DEFINITIVE HEALTHCARE CORP Healthcare 21,709.0 $27K -39K -64.5% $1.23 -31.9%
1422 LPRO OPEN LENDING CORP Financial Services 21,288.0 $27K -9K -29.4% $1.25 +44.8%
1423 PMVP PMV PHARMACEUTICALS INC Healthcare 20,945.0 $26K -8K -27.1% $1.24 +4.4%
1424 EVO EVOTEC AG Healthcare 10,043.0 $25K -3K -23.9% $2.50 +9.0%
1425 SEER SEER INC Healthcare 14,813.0 $25K -15K -51.0% $1.68 +2.1%
1426 NNBR NN INC Industrials 13,022.0 $19K -16K -55.1% $1.45 +52.8%
1427 GPMT GRANITE PT MTG TR INC Real Estate 11,785.0 $17K -32K -73.0% $1.45 -4.8%
1428 ARBE ARBE ROBOTICS LTD Technology 27,863.0 $17K -70K -71.7% $0.61 +61.3%
1429 MGX METAGENOMI THERAPEUTICS INC Healthcare 11,726.0 $16K -15K -55.9% $1.34 -3.7%
1430 OGI ORGANIGRAM GLOBAL INC Healthcare 10,764.0 $15K -114K -91.4% $1.35 -22.3%
1431 ENTX ENTERA BIO LTD Healthcare 12,382.0 $14K -1.2M -99.0% $1.11 +10.8%
1432 PRPL PURPLE INNOVATION INC Consumer Cyclical 13,612.0 $9K -8K -36.4% $0.66 -33.5%
1433 DXLG DESTINATION XL GROUP INC Consumer Cyclical 12,575.0 $6K -8K -39.8% $0.51 +42.4%
1434 FOXX DEV HLDGS INC 71,200.0 $6K -68K -49.0% $0.09
Page 72 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%