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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 123 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 MEI METHODE ELECTRS INC Technology 301,501.0 $1.7M 0.00% +166K +121.8% $5.52 +95.3%
2442 Z CALL ZILLOW GROUP INC Communication Services 40,200.0 $1.7M 0.00% +37K +1082.3% $41.38 -11.9%
2443 AMC ENTMT HLDGS INC 1,696,039.0 $1.7M 0.00% +41K +2.5% $0.98
2444 BUG PUT GLOBAL X FDS 65,800.0 $1.7M 0.00% +37K +128.5% $25.11 +33.3%
2445 OWL PUT BLUE OWL CAPITAL INC Financial Services 180,300.0 $1.6M 0.00% NEW $9.13 +11.7%
2446 J CALL JACOBS SOLUTIONS INC Industrials 12,900.0 $1.6M 0.00% +2K +18.4% $127.28 -10.4%
2447 MPWR CALL MONOLITHIC PWR SYS INC Technology 1,500.0 $1.6M 0.00% -6K -78.9% $1093.35 +42.8%
2448 HMN HORACE MANN EDUCATORS CORP N Financial Services 38,407.0 $1.6M 0.00% -26K -40.4% $42.68 +11.6%
2449 LI PUT LI AUTO INC Consumer Cyclical 91,700.0 $1.6M 0.00% +23K +34.1% $17.83 -9.1%
2450 GDS PUT GDS HLDGS LTD Technology 40,300.0 $1.6M 0.00% -18K -30.4% $40.29 -12.7%
2451 ALTO ALTO INGREDIENTS INC Basic Materials 334,630.0 $1.6M 0.00% +73K +27.9% $4.84 -5.8%
2452 GCT GIGACLOUD TECHNOLOGY INC Technology 35,660.0 $1.6M 0.00% NEW $45.38 -15.1%
2453 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 17,700.0 $1.6M 0.00% -27K -60.2% $91.37 -16.3%
2454 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 3,600.0 $1.6M 0.00% -4K -49.3% $446.54 -3.6%
2455 UPSTREAM BIO INC 178,168.0 $1.6M 0.00% NEW $9.00
2456 WIX CALL WIX COM LTD Technology 17,800.0 $1.6M 0.00% +10K +125.3% $90.07 -39.2%
2457 PUT RAMACO RES INC 103,700.0 $1.6M 0.00% -35K -25.1% $15.46
2458 UFCS UNITED FIRE GROUP INC Financial Services 43,160.0 $1.6M 0.00% NEW $37.06 +29.6%
2459 POOL CALL POOL CORP Industrials 7,900.0 $1.6M 0.00% +3K +51.9% $202.33 -10.1%
2460 ORN ORION GROUP HLDGS INC Industrials 146,531.0 $1.6M 0.00% +81K +124.1% $10.90 +25.9%
Page 123 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%