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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 142 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 42,300.0 $909K 0.00% +31K +274.3% $21.48 -7.4%
2822 EPAM CALL EPAM SYS INC Technology 6,700.0 $907K 0.00% -2K -22.1% $135.40 -23.8%
2823 ACLX CALL ARCELLX INC Healthcare 7,900.0 $907K 0.00% NEW $114.82 +0.2%
2824 ACLX PUT ARCELLX INC Healthcare 7,900.0 $907K 0.00% NEW $114.82 +0.2%
2825 ONESTREAM INC 37,775.0 $907K 0.00% -433K -92.0% $24.00
2826 CARR PUT CARRIER GLOBAL CORPORATION Industrials 16,100.0 $907K 0.00% +10K +147.7% $56.31 +10.4%
2827 TEO TELECOM ARGENTINA SA Communication Services 77,424.0 $905K 0.00% -6K -7.6% $11.69 +0.1%
2828 VBK VANGUARD INDEX FDS 2,986.0 $903K 0.00% NEW $302.25 +13.7%
2829 DSX DIANA SHIPPING INC Industrials 360,420.0 $901K 0.00% +118K +48.5% $2.50 +8.0%
2830 ILMN CALL ILLUMINA INC Healthcare 7,300.0 $900K 0.00% +800.0 +12.3% $123.26 +17.5%
2831 AFL PUT AFLAC INC Financial Services 8,200.0 $900K 0.00% -6K -41.4% $109.71 +7.4%
2832 EXC PUT EXELON CORP Utilities 18,300.0 $897K 0.00% +2K +11.6% $49.02 -7.5%
2833 RPG INVESCO EXCHANGE TRADED FD T 19,076.0 $892K 0.00% NEW $46.74 +23.3%
2834 AMSF AMERISAFE INC Financial Services 26,703.0 $890K 0.00% -57K -68.0% $33.33 -6.1%
2835 OPY OPPENHEIMER HLDGS INC Financial Services 9,960.0 $888K 0.00% -610.0 -5.8% $89.19 +8.3%
2836 DOCU CALL DOCUSIGN INC Technology 18,700.0 $887K 0.00% -5K -21.8% $47.41 +3.3%
2837 PSTG CALL EVERPURE INC Technology 15,000.0 $886K 0.00% -113K -88.3% $59.04 +41.9%
2838 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 503,005.0 $885K 0.00% NEW $1.76 +104.5%
2839 AKR ACADIA RLTY TR Real Estate 46,278.0 $885K 0.00% NEW $19.12 +14.1%
2840 EBF ENNIS INC Industrials 41,107.0 $881K 0.00% NEW $21.42 -6.4%
Page 142 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%