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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 137 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 19,482.0 $1.1M 0.00% -14K -42.5% $55.31 -39.5%
2722 BN CALL BROOKFIELD CORP Financial Services 26,500.0 $1.1M 0.00% NEW $40.47 +12.3%
2723 TIGR CALL UP FINTECH HLDG LTD Financial Services 169,800.0 $1.1M 0.00% $6.30 -6.5%
2724 BJRI BJS RESTAURANTS INC Consumer Cyclical 30,469.0 $1.1M 0.00% NEW $35.10 +26.5%
2725 CCI PUT CROWN CASTLE INC Real Estate 13,100.0 $1.1M 0.00% +7K +122.0% $81.31 +13.2%
2726 CDW PUT CDW CORP Technology 8,800.0 $1.1M 0.00% -7K -44.0% $121.02 -11.7%
2727 SHLD GLOBAL X FDS 15,000.0 $1.1M 0.00% NEW $70.84 -9.1%
2728 TSSI CALL TSS INC DEL Technology 81,600.0 $1.1M 0.00% -2K -1.9% $13.01 -14.5%
2729 OLMA OLEMA PHARMACEUTICALS INC Healthcare 71,107.0 $1.1M 0.00% -237K -76.9% $14.91 -5.7%
2730 LEU PUT CENTRUS ENERGY CORP Energy 6,100.0 $1.1M 0.00% -21K -77.3% $173.59 +2.1%
2731 ABVX CALL ABIVAX SA Healthcare 9,500.0 $1.1M 0.00% -490K -98.1% $111.35 +11.4%
2732 GGAL PUT GRUPO FINANCIERO GALICIA S.A Financial Services 22,600.0 $1.1M 0.00% NEW $46.71 -5.8%
2733 WSO CALL WATSCO INC Industrials 2,900.0 $1.1M 0.00% -2K -43.1% $363.79 +6.3%
2734 ADSK PUT AUTODESK INC Technology 4,400.0 $1.1M 0.00% -6K -56.9% $239.40 +0.3%
2735 ITRN ITURAN LOCATION AND CONTROL Technology 21,483.0 $1.1M 0.00% -6K -20.7% $49.01 +18.9%
2736 ADI PUT ANALOG DEVICES INC Technology 3,300.0 $1.0M 0.00% -15K -82.1% $318.14 +20.8%
2737 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 6,100.0 $1.0M 0.00% -400.0 -6.2% $171.43 -4.9%
2738 MFA MFA FINL INC Real Estate 108,957.0 $1.0M 0.00% -159K -59.4% $9.58 -0.8%
2739 FDS CALL FACTSET RESH SYS INC Financial Services 4,800.0 $1.0M 0.00% -400.0 -7.7% $216.99 +3.7%
2740 IAG PUT IAMGOLD CORP Basic Materials 55,200.0 $1.0M 0.00% -103K -65.2% $18.82 -10.8%
Page 137 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%