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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 150 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 EC CALL ECOPETROL S A Energy 45,400.0 $681K 0.00% NEW $14.99 -7.5%
2982 PERI PERION NETWORK LTD Communication Services 68,105.0 $680K 0.00% +22K +46.6% $9.99 -11.5%
2983 AMR CALL ALPHA METALLURGICAL RESOUR I Energy 3,300.0 $677K 0.00% -4K -51.5% $205.27 -16.1%
2984 LMND PUT LEMONADE INC Financial Services 10,800.0 $677K 0.00% +8K +248.4% $62.68 -9.0%
2985 GPC CALL GENUINE PARTS CO Consumer Cyclical 6,400.0 $677K 0.00% NEW $105.75 -7.7%
2986 BELFA BEL FUSE INC Technology 3,748.0 $675K 0.00% +2K +183.1% $180.20 +31.0%
2987 SEIC SEI INVTS CO Financial Services 8,605.0 $675K 0.00% -110K -92.8% $78.47 +15.7%
2988 SRPT CALL SAREPTA THERAPEUTICS INC Healthcare 31,000.0 $675K 0.00% NEW $21.76 -21.3%
2989 EWT CALL ISHARES INC 9,500.0 $674K 0.00% NEW $70.92 +33.2%
2990 EXPD CALL EXPEDITORS INTL WASH INC Industrials 4,700.0 $673K 0.00% NEW $143.23 +9.7%
2991 CTS CTS CORP Technology 14,070.0 $672K 0.00% NEW $47.76 +25.4%
2992 PODD CALL INSULET CORP Healthcare 3,200.0 $671K 0.00% -2K -36.0% $209.84 -25.4%
2993 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 3,200.0 $669K 0.00% NEW $209.08 +16.4%
2994 PI CALL IMPINJ INC Technology 6,500.0 $668K 0.00% +2K +62.5% $102.70 +33.6%
2995 XP PUT XP INC Financial Services 34,900.0 $664K 0.00% -43K -55.0% $19.04 -7.1%
2996 LKQ CALL LKQ CORP Consumer Cyclical 22,600.0 $664K 0.00% -20K -46.8% $29.37 -8.5%
2997 CABA CABALETTA BIO INC Healthcare 246,615.0 $663K 0.00% +190K +335.4% $2.69 +37.2%
2998 GAP CALL GAP INC Consumer Cyclical 27,400.0 $663K 0.00% NEW $24.20 -4.3%
2999 ZLAB ZAI LAB LTD Healthcare 35,120.0 $661K 0.00% NEW $18.81 +0.0%
3000 BUNGE GLOBAL SA 5,186.0 $660K 0.00% -357K -98.6% $127.20
Page 150 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%