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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 108 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 UPST CALL UPSTART HLDGS INC Financial Services 101,100.0 $2.6M 0.00% +24K +31.6% $25.65 +23.9%
2142 DAL PUT DELTA AIR LINES INC Industrials 38,700.0 $2.6M 0.00% -111K -74.2% $66.48 +24.9%
2143 CBL CBL & ASSOC PPTYS INC Real Estate 66,784.0 $2.6M 0.00% +53K +397.1% $38.43 +29.3%
2144 MDGL CALL MADRIGAL PHARMACEUTICALS INC Healthcare 4,900.0 $2.6M 0.00% -400.0 -7.5% $523.47 -8.2%
2145 CALL OUSTER INC 139,500.0 $2.6M 0.00% +33K +31.2% $18.37
2146 IRTC PUT IRHYTHM HOLDINGS INC Healthcare 21,700.0 $2.6M 0.00% NEW $118.02 -3.7%
2147 TGB CALL TASEKO MINES LTD Basic Materials 396,600.0 $2.6M 0.00% +196K +97.7% $6.45 +16.3%
2148 NUE PUT NUCOR CORP Basic Materials 15,100.0 $2.6M 0.00% -8K -35.7% $169.10 +57.5%
2149 WISDOMTREE INC 1,927,000.0 $2.5M 0.00% -8.1M -80.7% $1.32
2150 CALL FLUTTER ENTMT PLC 24,900.0 $2.5M 0.00% +22K +730.0% $101.95
2151 BMA BANCO MACRO S A Financial Services 32,724.0 $2.5M 0.00% NEW $77.37 +27.6%
2152 ULCC FRONTIER GROUP HLDGS INC Industrials 716,196.0 $2.5M 0.00% -1.0M -59.3% $3.53 +72.0%
2153 SVRA SAVARA INC Healthcare 463,002.0 $2.5M 0.00% NEW $5.46 -3.7%
2154 AI INFRASTRUCTURE ACQUISI 246,180.0 $2.5M 0.00% $10.24
2155 NU PUT NU HLDGS LTD Financial Services 175,400.0 $2.5M 0.00% -129K -42.4% $14.37 -15.2%
2156 EPOL ISHARES TR 69,201.0 $2.5M 0.00% -80K -53.5% $36.41 +12.5%
2157 MCB METROPOLITAN BK HLDG CORP Financial Services 30,120.0 $2.5M 0.00% +25K +483.5% $83.29 +16.0%
2158 NXT NEXTPOWER INC Technology 20,800.0 $2.5M 0.00% NEW $120.55 +1.1%
2159 BTI PUT BRITISH AMERN TOB PLC Consumer Defensive 42,600.0 $2.5M 0.00% -205K -82.8% $58.47 +6.6%
2160 FLEX CALL FLEXTRONICS INTL LTD Technology 38,000.0 $2.5M 0.00% -14K -26.8% $65.46 +128.7%
Page 108 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%