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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 126 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 7,400.0 $1.5M 0.00% -4K -34.5% $203.18 +8.3%
2502 IONS CALL IONIS PHARMACEUTICALS INC Healthcare 20,000.0 $1.5M 0.00% +6K +41.8% $75.09 +0.9%
2503 DASH CALL DOORDASH INC Communication Services 10,000.0 $1.5M 0.00% -9K -47.6% $150.15 +6.1%
2504 RNGR RANGER ENERGY SVCS INC Energy 87,359.0 $1.5M 0.00% +12K +16.5% $17.14 -4.4%
2505 OCULIS HOLDING AG 56,127.0 $1.5M 0.00% NEW $26.59
2506 KZIA KAZIA THERAPEUTICS LTD Healthcare 200,000.0 $1.5M 0.00% $7.44 +77.0%
2507 TYRA TYRA BIOSCIENCES INC Healthcare 38,850.0 $1.5M 0.00% -835K -95.6% $38.30 -12.8%
2508 CSIQ PUT CANADIAN SOLAR INC Energy 107,400.0 $1.5M 0.00% -85K -44.1% $13.85 +30.7%
2509 DASH PUT DOORDASH INC Communication Services 9,900.0 $1.5M 0.00% $150.15 +6.1%
2510 TDUP THREDUP INC Consumer Cyclical 452,055.0 $1.5M 0.00% -384K -45.9% $3.28 +30.8%
2511 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 106,535.0 $1.5M 0.00% -228K -68.2% $13.90 +0.2%
2512 FDS PUT FACTSET RESH SYS INC Financial Services 6,800.0 $1.5M 0.00% +2K +30.8% $216.99 +3.7%
2513 AGRO ADECOAGRO S A Consumer Defensive 98,115.0 $1.5M 0.00% -65K -40.0% $15.02 -9.3%
2514 CTEV CLARITEV CORPORATION Healthcare 89,444.0 $1.5M 0.00% +21K +31.1% $16.34 +44.1%
2515 CAH PUT CARDINAL HEALTH INC Healthcare 6,900.0 $1.5M 0.00% -8K -53.7% $211.31 -5.1%
2516 BLDP BALLARD PWR SYS INC NEW Industrials 598,814.0 $1.5M 0.00% NEW $2.43 +123.5%
2517 BRBR PUT BELLRING BRANDS INC Consumer Defensive 90,300.0 $1.5M 0.00% +59K +192.2% $16.09 -43.8%
2518 XLRE PUT SELECT SECTOR SPDR TR 35,500.0 $1.4M 0.00% +30K +522.8% $40.83 +9.0%
2519 HMY CALL HARMONY GOLD MNG LTD Basic Materials 94,300.0 $1.4M 0.00% +37K +63.7% $15.37 +11.9%
2520 PHM PUT PULTE GROUP INC Consumer Cyclical 12,300.0 $1.4M 0.00% +6K +101.6% $117.61 -1.1%
Page 126 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%