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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 105 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 NAVN CALL NAVAN INC Technology 215,100.0 $2.8M 0.00% +115K +115.1% $13.24 +43.7%
2082 YPF PUT YPF SOCIEDAD ANONIMA Energy 61,300.0 $2.8M 0.00% +18K +41.9% $46.22 +10.9%
2083 SVV SAVERS VALUE VLG INC Consumer Cyclical 380,682.0 $2.8M 0.00% +346K +991.9% $7.44 +30.8%
2084 PRVA PRIVIA HEALTH GROUP INC Healthcare 137,611.0 $2.8M 0.00% -1.3M -90.7% $20.57 +14.4%
2085 ELF PUT E L F BEAUTY INC Consumer Defensive 46,700.0 $2.8M 0.00% -15K -24.4% $60.61 +10.4%
2086 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 21,600.0 $2.8M 0.00% -61K -73.9% $131.01 -2.1%
2087 MEDIWOUND LTD 175,479.0 $2.8M 0.00% NEW $16.11
2088 LSPD LIGHTSPEED COMMERCE INC Technology 316,061.0 $2.8M 0.00% +39K +14.2% $8.94 +7.3%
2089 FPI FARMLAND PARTNERS INC Real Estate 251,262.0 $2.8M 0.00% +58K +30.1% $11.23 -12.7%
2090 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 100,100.0 $2.8M 0.00% $28.11 +55.6%
2091 WHR PUT WHIRLPOOL CORP Consumer Cyclical 52,100.0 $2.8M 0.00% +6K +13.8% $53.92 -25.6%
2092 GDS CALL GDS HLDGS LTD Technology 69,700.0 $2.8M 0.00% +44K +167.1% $40.29 -17.4%
2093 ECG EVERUS CONSTR GROUP Industrials 23,776.0 $2.8M 0.00% -57K -70.4% $118.06 +29.1%
2094 CENTRAIS ELET BRAS SA 248,689.0 $2.8M 0.00% -767K -75.5% $11.28
2095 RGTI PUT RIGETTI COMPUTING INC Technology 199,800.0 $2.8M 0.00% +175K +715.5% $14.04 +47.0%
2096 GSAT GLOBALSTAR INC Communication Services 42,230.0 $2.8M 0.00% NEW $66.42 +20.1%
2097 U HAUL HOLDING COMPANY 62,630.0 $2.8M 0.00% +4K +6.1% $44.67
2098 ONDS PUT ONDAS INC Technology 309,000.0 $2.8M 0.00% NEW $9.04 +1.9%
2099 RCUS ARCUS BIOSCIENCES INC Healthcare 129,273.0 $2.8M 0.00% -3.2M -96.1% $21.60 +9.0%
2100 OKLO PUT OKLO INC Utilities 56,100.0 $2.8M 0.00% -24K -29.6% $49.59 +15.8%
Page 105 of 186  ·  3,704 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%