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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 130 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 UHAL U HAUL HOLDING COMPANY Industrials 27,619.0 $1.3M 0.00% NEW $47.78 +5.2%
2582 GEHC PUT GE HEALTHCARE TECHNOLOGIES I Healthcare 18,500.0 $1.3M 0.00% -25K -57.3% $71.18 -9.6%
2583 ROIV PUT ROIVANT SCIENCES LTD Healthcare 47,400.0 $1.3M 0.00% +15K +48.1% $27.70 +17.0%
2584 HELE CALL HELEN OF TROY LTD Consumer Defensive 90,600.0 $1.3M 0.00% +35K +62.4% $14.42 +71.9%
2585 EH PUT EHANG HLDGS LTD Industrials 134,400.0 $1.3M 0.00% +48K +55.6% $9.71 -2.7%
2586 BDX CALL BECTON DICKINSON & CO Healthcare 8,300.0 $1.3M 0.00% -24K -74.1% $157.23 -7.0%
2587 NRDS NERDWALLET INC Financial Services 125,377.0 $1.3M 0.00% +83K +193.6% $10.38 -21.0%
2588 NICE PUT NICE LTD Technology 11,800.0 $1.3M 0.00% $110.26 -13.5%
2589 EFV ISHARES TR 17,451.0 $1.3M 0.00% NEW $74.35 +6.2%
2590 BLD TOPBUILD COR Industrials 3,693.0 $1.3M 0.00% -36K -90.8% $351.30 +17.0%
2591 Z PUT ZILLOW GROUP INC Communication Services 31,300.0 $1.3M 0.00% NEW $41.38 -11.9%
2592 MIST MILESTONE PHARMACEUTICALS IN Healthcare 1,085,683.0 $1.3M 0.00% +603K +125.1% $1.19 +27.7%
2593 TT PUT TRANE TECHNOLOGIES PLC Industrials 3,100.0 $1.3M 0.00% -2K -35.4% $416.74 +8.4%
2594 AMBA CALL AMBARELLA INC Technology 25,000.0 $1.3M 0.00% -219K -89.8% $51.48 +62.5%
2595 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 17,100.0 $1.3M 0.00% +3K +21.3% $75.09 +0.9%
2596 NVS PUT NOVARTIS AG Healthcare 8,400.0 $1.3M 0.00% +7K +425.0% $152.75 -0.6%
2597 BROS PUT DUTCH BROS INC Consumer Cyclical 25,300.0 $1.3M 0.00% +7K +36.8% $50.66 +5.5%
2598 VHT CALL VANGUARD WORLD FD 4,700.0 $1.3M 0.00% -2K -24.2% $272.33 +1.5%
2599 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 116,530.0 $1.3M 0.00% -222K -65.5% $10.97 -10.6%
2600 GABC GERMAN AMERN BANCORP INC Financial Services 30,395.0 $1.3M 0.00% +23K +298.7% $41.79 +3.8%
Page 130 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%