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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 132 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 GILD GILEAD SCIENCES INC Healthcare 8,808.0 $1.2M 0.00% NEW $139.37 -6.4%
2622 BNO CALL UNITED STS BRENT OIL FD LP Financial Services 70,000.0 $1.2M 0.00% NEW $17.53 +216.9%
2623 CRESUD S A C I F Y A 96,340.0 $1.2M 0.00% NEW $12.72
2624 TRV CALL TRAVELERS COMPANIES INC Financial Services 4,200.0 $1.2M 0.00% -9K -68.4% $291.68 +5.2%
2625 FTAI AVIATION LTD 5,000.0 $1.2M 0.00% -9K -64.3% $245.00
2626 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 9,000.0 $1.2M 0.00% +5K +119.5% $136.09 -9.0%
2627 PRQR PROQR THRAPEUTICS N V Healthcare 755,842.0 $1.2M 0.00% -58K -7.1% $1.62 -11.7%
2628 THRM GENTHERM INC Consumer Cyclical 44,066.0 $1.2M 0.00% NEW $27.78 +12.3%
2629 MTZ CALL MASTEC INC Industrials 3,800.0 $1.2M 0.00% NEW $321.74 +20.8%
2630 MMI MARCUS & MILLICHAP INC Real Estate 45,972.0 $1.2M 0.00% -131K -74.0% $26.59 +7.3%
2631 IIIN INSTEEL INDS INC Industrials 36,336.0 $1.2M 0.00% -6K -15.1% $33.61 -22.0%
2632 IHF ISHARES TR 29,087.0 $1.2M 0.00% +3K +12.1% $41.85 +20.0%
2633 TLN CALL TALEN ENERGY CORP Utilities 3,800.0 $1.2M 0.00% $319.23 +7.9%
2634 FOR FORESTAR GROUP INC Real Estate 49,596.0 $1.2M 0.00% -29K -36.8% $24.44 +7.2%
2635 SWKS CALL SKYWORKS SOLUTIONS INC Technology 22,600.0 $1.2M 0.00% -29K -56.5% $53.55 +38.8%
2636 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 4,300.0 $1.2M 0.00% +900.0 +26.5% $281.07 +25.2%
2637 TT CALL TRANE TECHNOLOGIES PLC Industrials 2,900.0 $1.2M 0.00% -7K -70.1% $416.74 +8.4%
2638 CARS CARS COM INC Consumer Cyclical 148,681.0 $1.2M 0.00% NEW $8.12 +17.9%
2639 BCAL CALIFORNIA BANCORP Financial Services 68,118.0 $1.2M 0.00% -6K -7.8% $17.72 +7.2%
2640 FCEL FUELCELL ENERGY INC Industrials 184,682.0 $1.2M 0.00% +45K +31.8% $6.53 +304.0%
Page 132 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%