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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 115 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CRWV COREWEAVE INC Technology 26,770.0 $2.1M 0.00% NEW $77.47 +38.9%
2282 PECO PHILLIPS EDISON & CO INC Real Estate 55,217.0 $2.1M 0.00% NEW $37.42 +8.3%
2283 TSHA TAYSHA GENE THERAPIES INC Healthcare 461,856.0 $2.1M 0.00% -3.4M -88.1% $4.47 +22.8%
2284 CVE CALL CENOVUS ENERGY INC Energy 77,800.0 $2.1M 0.00% -6K -7.4% $26.53 +14.2%
2285 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 25,000.0 $2.1M 0.00% -34K -58.0% $82.33 -10.3%
2286 IDCC PUT INTERDIGITAL INC Technology 6,800.0 $2.1M 0.00% -14K -67.5% $302.00 -11.6%
2287 ALT ALTIMMUNE INC Healthcare 665,289.0 $2.0M 0.00% NEW $3.08 -4.9%
2288 STM PUT STMICROELECTRONICS N V Technology 59,200.0 $2.0M 0.00% -3K -5.3% $34.55 +77.2%
2289 GRNT GRANITE RIDGE RESOURCES INC Energy 347,207.0 $2.0M 0.00% NEW $5.87 -6.3%
2290 YB YUANBAO INC Financial Services 115,500.0 $2.0M 0.00% +61K +111.9% $17.64 -19.2%
2291 FLNG FLEX LNG LTD Energy 68,471.0 $2.0M 0.00% +23K +51.8% $29.71 +9.0%
2292 MATX MATSON INC Industrials 12,387.0 $2.0M 0.00% NEW $163.94 +11.5%
2293 MTZ PUT MASTEC INC Industrials 6,300.0 $2.0M 0.00% +5K +530.0% $321.74 +20.8%
2294 HRB CALL BLOCK H & R INC Consumer Cyclical 63,700.0 $2.0M 0.00% NEW $31.74 +19.4%
2295 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 32,200.0 $2.0M 0.00% -127K -79.7% $62.75 -8.9%
2296 SHAK PUT SHAKE SHACK INC Consumer Cyclical 22,800.0 $2.0M 0.00% +13K +142.6% $88.47 -28.3%
2297 EH CALL EHANG HLDGS LTD Industrials 207,700.0 $2.0M 0.00% +25K +13.5% $9.71 -2.7%
2298 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 725,285.0 $2.0M 0.00% +388K +115.2% $2.78 -9.7%
2299 DBA CALL INVESCO DB MULTI-SECTOR COMM Financial Services 100,000.0 $2.0M 0.00% NEW $20.15 +37.0%
2300 XRT CALL SPDR SERIES TRUST 25,000.0 $2.0M 0.00% NEW $80.47 +1.6%
Page 115 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%