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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 109 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 FRO CALL FRONTLINE PLC Energy 71,300.0 $2.5M 0.00% +62K +642.7% $34.86 +12.1%
2162 JOBY JOBY AVIATION INC Industrials 298,700.0 $2.5M 0.00% NEW $8.26 +10.8%
2163 FET FORUM ENERGY TECHNOLOGIES IN Energy 41,919.0 $2.5M 0.00% +35K +480.1% $58.66 -9.7%
2164 AMAL AMALGAMATED FINANCIAL CORP Financial Services 63,170.0 $2.5M 0.00% +37K +143.1% $38.87 +14.9%
2165 NWPX NWPX INFRASTRUCTURE INC Industrials 31,523.0 $2.5M 0.00% +27K +682.2% $77.86 +65.5%
2166 ALK PUT ALASKA AIR GROUP INC Industrials 66,600.0 $2.4M 0.00% $36.78 +28.7%
2167 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 59,300.0 $2.4M 0.00% -82K -58.0% $41.27 +49.4%
2168 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 57,900.0 $2.4M 0.00% +25K +78.2% $42.26 +7.4%
2169 HUN PUT HUNTSMAN CORP Basic Materials 183,600.0 $2.4M 0.00% -35K -16.1% $13.31 +18.3%
2170 LNG CALL CHENIERE ENERGY INC Energy 8,600.0 $2.4M 0.00% -17K -66.3% $283.76 -15.0%
2171 ARVN ARVINAS INC Healthcare 229,807.0 $2.4M 0.00% -2.1M -90.1% $10.60 -28.5%
2172 PAM PAMPA ENERGIA SA Utilities 27,520.0 $2.4M 0.00% -7K -20.2% $88.50 -0.0%
2173 ON PUT ON SEMICONDUCTOR CORP Technology 39,300.0 $2.4M 0.00% -162K -80.5% $61.92 +88.6%
2174 CEG PUT CONSTELLATION ENERGY CORP Utilities 8,700.0 $2.4M 0.00% -37K -80.8% $279.25 -9.1%
2175 CALY CALL CALLAWAY GOLF CO Consumer Cyclical 175,000.0 $2.4M 0.00% NEW $13.88 +25.2%
2176 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 46,068.0 $2.4M 0.00% NEW $52.70 +1.1%
2177 TROW CALL PRICE T ROWE GROUP INC Financial Services 26,900.0 $2.4M 0.00% -72K -72.7% $90.14 +21.6%
2178 BUG CALL GLOBAL X FDS 96,400.0 $2.4M 0.00% +75K +344.2% $25.11 +35.8%
2179 EQX PUT EQUINOX GOLD CORP Basic Materials 167,300.0 $2.4M 0.00% $14.46 -27.1%
2180 NSP INSPERITY INC Industrials 89,325.0 $2.4M 0.00% NEW $27.04 +35.4%
Page 109 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%