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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 149 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 SSRM CALL SSR MINING IN Basic Materials 24,100.0 $709K 0.00% -58K -70.5% $29.40 +4.6%
2962 WRLD WORLD ACCEP CORPORATION Financial Services 5,239.0 $707K 0.00% +2K +75.1% $135.04 +15.3%
2963 PVH PUT PVH CORPORATION Consumer Cyclical 10,100.0 $705K 0.00% NEW $69.76 +21.4%
2964 UNP CALL UNION PAC CORP Industrials 2,900.0 $704K 0.00% -300.0 -9.4% $242.62 +9.6%
2965 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 34,154.0 $701K 0.00% -15K -31.0% $20.53 -22.7%
2966 LIBERTY MEDIA CORP DEL 8,971.0 $700K 0.00% NEW $78.08
2967 YORW YORK WTR CO Utilities 22,935.0 $698K 0.00% NEW $30.45 -3.2%
2968 PI PUT IMPINJ INC Technology 6,800.0 $698K 0.00% +4K +106.1% $102.70 +33.6%
2969 CE PUT CELANESE CORP DEL Basic Materials 10,600.0 $697K 0.00% -63K -85.6% $65.77 -19.6%
2970 BWMN BOWMAN CONSULTING GROUP LTD Industrials 24,492.0 $697K 0.00% +18K +269.5% $28.44 +9.3%
2971 RTX PUT RTX CORPORATION Industrials 3,600.0 $694K 0.00% -16K -81.3% $192.90 -9.4%
2972 REAL CALL THE REALREAL INC Consumer Cyclical 76,400.0 $694K 0.00% -16K -17.0% $9.08 +4.0%
2973 WSM CALL WILLIAMS SONOMA INC Consumer Cyclical 3,800.0 $693K 0.00% -18K -82.8% $182.33 -1.1%
2974 PSX CALL PHILLIPS 66 Energy 3,800.0 $692K 0.00% -23K -85.8% $182.18 -1.6%
2975 BKR CALL BAKER HUGHES COMPANY Energy 11,300.0 $690K 0.00% -7K -39.2% $61.05 +7.8%
2976 ZTS PUT ZOETIS INC Healthcare 5,800.0 $686K 0.00% +4K +241.2% $118.21 -32.6%
2977 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 31,938.0 $685K 0.00% -124K -79.5% $21.44 +0.4%
2978 MNDY CALL MONDAY COM LTD Technology 9,900.0 $684K 0.00% +7K +200.0% $69.11 +10.3%
2979 KRT KARAT PACKAGING INC Consumer Cyclical 24,486.0 $684K 0.00% +9K +57.8% $27.92 -4.3%
2980 FLEX PUT FLEXTRONICS INTL LTD Technology 10,400.0 $681K 0.00% -22K -68.3% $65.46 +100.2%
Page 149 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%