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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 134 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 WTI W & T OFFSHORE INC Energy 345,595.0 $1.2M 0.00% +280K +424.0% $3.41 +31.4%
2662 AQST AQUESTIVE THERAPEUTICS INC Healthcare 283,734.0 $1.2M 0.00% NEW $4.15 +1.9%
2663 MTSI CALL MACOM TECH SOLUTIONS HLDGS I Technology 5,300.0 $1.2M 0.00% NEW $222.07 +71.3%
2664 HOPE HOPE BANCORP INC Financial Services 105,262.0 $1.2M 0.00% -63K -37.5% $11.17 +11.5%
2665 NMRA NEUMORA THERAPEUTICS INC. Healthcare 602,403.0 $1.2M 0.00% -3.1M -83.6% $1.95 -5.1%
2666 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 16,500.0 $1.2M 0.00% -8K -31.8% $71.18 -9.6%
2667 BTG CALL B2GOLD CORP Basic Materials 259,000.0 $1.2M 0.00% -142K -35.3% $4.53 +2.4%
2668 RGNX REGENXBIO INC Healthcare 139,791.0 $1.2M 0.00% +106K +318.7% $8.38 -28.8%
2669 FLY PUT FIREFLY AEROSPACE INC Industrials 41,100.0 $1.2M 0.00% NEW $28.47 +50.5%
2670 CART CALL MAPLEBEAR INC Consumer Cyclical 31,100.0 $1.2M 0.00% +12K +58.7% $37.46 +7.0%
2671 CCOI CALL COGENT COMM HOLDINGS INC Communication Services 61,800.0 $1.2M 0.00% +13K +26.6% $18.84 -2.5%
2672 CSV CARRIAGE SVCS INC Consumer Cyclical 25,479.0 $1.2M 0.00% +16K +171.1% $45.66 -3.9%
2673 RR RICHTECH ROBOTICS INC Industrials 555,766.0 $1.2M 0.00% NEW $2.09 +17.7%
2674 CALL APOGEE THERAPEUTICS INC 13,800.0 $1.2M 0.00% NEW $84.17
2675 WILLOW LANE ACQUISITION CORP 108,874.0 $1.2M 0.00% -91K -45.6% $10.65
2676 TECK PUT TECK RESOURCES LTD Basic Materials 22,400.0 $1.2M 0.00% -38K -62.6% $51.75 +18.3%
2677 INOD PUT INNODATA INC Technology 30,000.0 $1.2M 0.00% -14K -32.4% $38.62 +155.1%
2678 CNA CNA FINL CORP Financial Services 25,139.0 $1.2M 0.00% -246K -90.7% $45.92 -3.5%
2679 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 5,800.0 $1.2M 0.00% -8K -58.9% $198.29 +11.8%
2680 OKTA PUT OKTA INC Technology 14,600.0 $1.1M 0.00% -86K -85.5% $78.71 +13.6%
Page 134 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%