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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 135 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 NSC PUT NORFOLK SOUTHN CORP Industrials 4,000.0 $1.1M 0.00% -3K -45.2% $287.00 +8.5%
2682 BSBR BANCO SANTANDER BRASIL S A Financial Services 193,576.0 $1.1M 0.00% -99K -33.9% $5.93 -6.2%
2683 CTRA CALL COTERRA ENERGY INC Energy 32,600.0 $1.1M 0.00% -73K -69.2% $35.14 -7.3%
2684 GPN PUT GLOBAL PMTS INC Industrials 17,000.0 $1.1M 0.00% +11K +165.6% $67.30 +7.9%
2685 DUOL PUT DUOLINGO INC Technology 11,600.0 $1.1M 0.00% -6K -34.5% $98.57 +7.2%
2686 SKYT SKYWATER TECHNOLOGY INC Technology 41,675.0 $1.1M 0.00% +31K +281.6% $27.41 +28.2%
2687 NRGV ENERGY VAULT HOLDINGS INC Utilities 346,020.0 $1.1M 0.00% NEW $3.30 +52.4%
2688 EWJ PUT ISHARES INC 13,500.0 $1.1M 0.00% -21K -60.6% $84.44 +8.2%
2689 NTR CALL NUTRIEN LTD Basic Materials 15,100.0 $1.1M 0.00% -22K -59.4% $75.46 -6.9%
2690 SINCLAIR INC 87,653.0 $1.1M 0.00% NEW $12.94
2691 POOL PUT POOL CORP Industrials 5,600.0 $1.1M 0.00% +900.0 +19.1% $202.33 -10.1%
2692 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 12,400.0 $1.1M 0.00% -13K -51.0% $91.37 -16.3%
2693 ACLX ARCELLX INC Healthcare 9,843.0 $1.1M 0.00% NEW $114.82 +0.2%
2694 RERE ATRENEW INC Consumer Cyclical 240,928.0 $1.1M 0.00% -130K -35.0% $4.69 +10.4%
2695 CENX PUT CENTURY ALUM CO Basic Materials 19,200.0 $1.1M 0.00% +8K +79.4% $58.69 +3.0%
2696 CRGY CALL CRESCENT ENERGY COMPANY Energy 83,410.0 $1.1M 0.00% +34K +68.8% $13.50 -3.0%
2697 FIS PUT FIDELITY NATL INFORMATION SV Technology 24,000.0 $1.1M 0.00% -9K -26.8% $46.91 -7.0%
2698 AMPY AMPLIFY ENERGY CORP NEW Energy 179,813.0 $1.1M 0.00% -27K -12.9% $6.24 -19.1%
2699 ARKO ARKO CORP Consumer Cyclical 201,039.0 $1.1M 0.00% NEW $5.56 +35.1%
2700 VNDA VANDA PHARMACEUTICALS INC Healthcare 161,596.0 $1.1M 0.00% +100K +162.9% $6.91 -10.6%
Page 135 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%