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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 118 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 11,000.0 $1.9M 0.00% +3K +37.5% $171.43 -4.9%
2342 AI C3 AI INC Technology 223,890.0 $1.9M 0.00% -362K -61.8% $8.42 +10.8%
2343 SD SANDRIDGE ENERGY INC Energy 115,574.0 $1.9M 0.00% +84K +270.6% $16.31 -4.8%
2344 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 6,700.0 $1.9M 0.00% -3K -33.0% $281.07 +25.2%
2345 KVUE PUT KENVUE INC Consumer Defensive 109,200.0 $1.9M 0.00% +18K +19.1% $17.24 +1.3%
2346 IONQ PUT IONQ INC Technology 65,100.0 $1.9M 0.00% +24K +59.2% $28.83 +104.3%
2347 MTUM PUT ISHARES TR 7,800.0 $1.9M 0.00% +3K +56.0% $239.99 +25.9%
2348 STLA PUT STELLANTIS N.V Consumer Cyclical 263,700.0 $1.9M 0.00% +72K +37.9% $7.09 +6.2%
2349 CAR CALL AVIS BUDGET GROUP INC Industrials 12,800.0 $1.9M 0.00% -68K -84.1% $145.85 +8.1%
2350 UCTT CALL ULTRA CLEAN HLDGS INC Technology 30,000.0 $1.9M 0.00% NEW $62.18 +29.0%
2351 BLZE BACKBLAZE INC Technology 540,594.0 $1.9M 0.00% -27K -4.8% $3.45 +113.6%
2352 PLD PUT PROLOGIS INC. Real Estate 14,100.0 $1.9M 0.00% +600.0 +4.4% $132.18 +9.5%
2353 PATH CALL UIPATH INC Technology 167,900.0 $1.9M 0.00% +50K +41.8% $11.10 -4.8%
2354 BK CALL BANK NEW YORK MELLON CORP Financial Services 15,700.0 $1.9M 0.00% -80K -83.6% $118.63 +17.2%
2355 CMCL CALEDONIA MNG CORP Basic Materials 82,440.0 $1.9M 0.00% +53K +180.8% $22.59 +2.2%
2356 PPTA CALL PERPETUA RESOURCES CORP Basic Materials 66,200.0 $1.9M 0.00% +21K +45.5% $28.12 -2.2%
2357 DOCN PUT DIGITALOCEAN HLDGS INC Technology 21,700.0 $1.9M 0.00% NEW $85.78 +84.6%
2358 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 57,379.0 $1.9M 0.00% -83K -59.0% $32.42 +6.6%
2359 URG UR-ENERGY INC Energy 1,248,372.0 $1.9M 0.00% NEW $1.49 -1.3%
2360 FCPT FOUR CORNERS PPTY TR INC Real Estate 78,433.0 $1.9M 0.00% -49K -38.6% $23.65 +5.7%
Page 118 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%