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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 106 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 BB BLACKBERRY LTD Technology 857,089.0 $2.8M 0.00% +568K +196.4% $3.24 +183.7%
2102 UMH UMH PPTYS INC Real Estate 191,252.0 $2.8M 0.00% -817K -81.0% $14.43 +5.4%
2103 WT WISDOMTREE INC Financial Services 189,374.0 $2.8M 0.00% -1.5M -88.7% $14.56 +18.7%
2104 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 24,700.0 $2.8M 0.00% -40K -61.8% $111.42 -77.1%
2105 TX TERNIUM SA Basic Materials 68,467.0 $2.7M 0.00% NEW $40.15 +23.4%
2106 UNIT UNITI GROUP LLC Real Estate 292,177.0 $2.7M 0.00% -145K -33.2% $9.38 +33.5%
2107 PUT GALAXY DIGITAL INC. 148,400.0 $2.7M 0.00% +18K +14.0% $18.45
2108 CALL LEIDOS HOLDINGS INC 17,600.0 $2.7M 0.00% +800.0 +4.8% $155.52
2109 PPTA PUT PERPETUA RESOURCES CORP Basic Materials 97,200.0 $2.7M 0.00% +57K +144.2% $28.12 -14.3%
2110 FORM FORMFACTOR INC Technology 28,162.0 $2.7M 0.00% -402K -93.5% $96.99 +43.5%
2111 WOLF PUT WOLFSPEED INC Technology 166,600.0 $2.7M 0.00% NEW $16.32 +179.0%
2112 INOD INNODATA INC Technology 70,379.0 $2.7M 0.00% NEW $38.62 +161.3%
2113 NLR VANECK ETF TRUST 20,225.0 $2.7M 0.00% +18K +766.2% $133.19 -8.4%
2114 NVMI PUT NOVA LTD Technology 6,200.0 $2.7M 0.00% -600.0 -8.8% $434.28 +34.3%
2115 SMR NUSCALE PWR CORP Utilities 248,358.0 $2.7M 0.00% NEW $10.84 -8.8%
2116 SITE CTRS CORP 498,272.0 $2.7M 0.00% +201K +67.7% $5.40
2117 JBLU JETBLUE AIRWAYS CORP Industrials 608,649.0 $2.7M 0.00% NEW $4.42 +13.3%
2118 QBTS D-WAVE QUANTUM INC Technology 186,262.0 $2.7M 0.00% -319K -63.2% $14.43 +62.0%
2119 RGR STURM RUGER & CO INC Industrials 66,900.0 $2.7M 0.00% +54K +413.7% $40.09 -1.5%
2120 TKO CALL TKO GROUP HOLDINGS INC Communication Services 13,300.0 $2.7M 0.00% -3K -19.9% $201.65 +0.8%
Page 106 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%