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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 121 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 CF PUT CF INDUSTRIES HOLD Basic Materials 13,500.0 $1.8M 0.00% +10K +350.0% $129.84 -6.3%
2402 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 23,600.0 $1.8M 0.00% +20K +521.0% $74.26 -5.4%
2403 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 23,600.0 $1.8M 0.00% +20K +521.0% $74.26 -5.4%
2404 KEY PUT KEYCORP Financial Services 87,200.0 $1.7M 0.00% -15K -15.0% $20.05 +7.2%
2405 LANDBRIDGE COMPANY LLC 25,265.0 $1.7M 0.00% NEW $69.05
2406 HIW HIGHWOODS PPTYS INC Real Estate 81,462.0 $1.7M 0.00% NEW $21.41 +19.3%
2407 SRCE 1ST SOURCE CORP Financial Services 25,198.0 $1.7M 0.00% +17K +191.5% $69.21 +6.2%
2408 ENSG ENSIGN GROUP INC Healthcare 8,648.0 $1.7M 0.00% -27K -75.5% $201.50 -14.8%
2409 TK TEEKAY CORPORATION LTD Energy 142,119.0 $1.7M 0.00% -192K -57.5% $12.21 +15.9%
2410 BANF BANCFIRST CORP Financial Services 15,978.0 $1.7M 0.00% +13K +419.8% $108.50 +2.6%
2411 HAFC HANMI FINL CORP Financial Services 65,717.0 $1.7M 0.00% -123K -65.2% $26.36 +15.0%
2412 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 192,000.0 $1.7M 0.00% NEW $9.02 +12.3%
2413 GILD PUT GILEAD SCIENCES INC Healthcare 12,400.0 $1.7M 0.00% -4K -26.2% $139.37 -6.4%
2414 MTUM CALL ISHARES TR 7,200.0 $1.7M 0.00% +2K +53.2% $239.99 +25.9%
2415 BOKF BOK FINL CORP Financial Services 13,478.0 $1.7M 0.00% +4K +42.0% $128.06 +1.3%
2416 TNDM PUT TANDEM DIABETES CARE INC Healthcare 90,000.0 $1.7M 0.00% NEW $19.17 -21.5%
2417 LYFT LYFT INC Technology 129,700.0 $1.7M 0.00% NEW $13.30 +1.4%
2418 SMH VANECK ETF TRUST 4,498.0 $1.7M 0.00% -15K -76.3% $383.40 +48.0%
2419 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 125,414.0 $1.7M 0.00% -495K -79.8% $13.75 +5.5%
2420 SLDP SOLID POWER INC Industrials 574,425.0 $1.7M 0.00% -186K -24.5% $3.00 -7.7%
Page 121 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%