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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 145 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 NOC CALL NORTHROP GRUMMAN CORP Industrials 1,200.0 $819K 0.00% -15K -92.4% $682.24 -19.2%
2882 IVZ CALL INVESCO LTD Financial Services 33,700.0 $819K 0.00% NEW $24.29 +11.1%
2883 KSS CALL KOHLS CORP Consumer Cyclical 63,200.0 $815K 0.00% +25K +65.0% $12.90 -1.6%
2884 CLX CALL CLOROX CO DEL Consumer Defensive 7,800.0 $808K 0.00% -26K -76.7% $103.63 -8.2%
2885 SONY CALL SONY GROUP CORP Technology 39,000.0 $807K 0.00% NEW $20.70 +10.2%
2886 ACIU CALL AC IMMUNE SA Healthcare 293,200.0 $806K 0.00% +265K +950.9% $2.75 +3.6%
2887 SPT SPROUT SOCIAL INC Technology 141,319.0 $806K 0.00% +94K +198.4% $5.70 +19.3%
2888 RC READY CAPITAL CORP Real Estate 497,103.0 $805K 0.00% +194K +63.9% $1.62 +12.3%
2889 AIG CALL AMERICAN INTL GROUP INC Financial Services 10,700.0 $805K 0.00% -63K -85.5% $75.25 +4.5%
2890 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 116,500.0 $804K 0.00% -109K -48.3% $6.90 +2.9%
2891 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 36,000.0 $802K 0.00% +1K +3.1% $22.27 -10.0%
2892 HDV CALL ISHARES TR 5,900.0 $801K 0.00% NEW $135.72 -79.6%
2893 SWKS PUT SKYWORKS SOLUTIONS INC Technology 14,900.0 $798K 0.00% -34K -69.5% $53.55 +38.8%
2894 AIG PUT AMERICAN INTL GROUP INC Financial Services 10,600.0 $798K 0.00% -97K -90.1% $75.25 +4.5%
2895 UROY URANIUM RTY CORP Energy 218,539.0 $798K 0.00% NEW $3.65 -5.7%
2896 COFS CHOICEONE FINANCIA Financial Services 28,200.0 $793K 0.00% NEW $28.12 +12.4%
2897 THC CALL TENET HEALTHCARE CORP Healthcare 4,200.0 $793K 0.00% -44K -91.2% $188.71 -0.7%
2898 DD CALL DUPONT DE NEMOURS INC Basic Materials 17,300.0 $792K 0.00% -123K -87.7% $45.80 +2.9%
2899 PVH PVH CORPORATION Consumer Cyclical 11,346.0 $791K 0.00% -82K -87.8% $69.76 +21.4%
2900 FOLD AMICUS THERAPEUTIC Healthcare 54,677.0 $791K 0.00% -2.0M -97.4% $14.46 +0.2%
Page 145 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%