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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 151 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 76,000.0 $657K 0.00% +32K +73.9% $8.65 +72.5%
3002 ATI CALL ATI INC Industrials 4,500.0 $655K 0.00% -13K -74.1% $145.46 +10.3%
3003 VOX ROYALTY CORP 124,554.0 $653K 0.00% -66K -34.6% $5.24
3004 ROST PUT ROSS STORES INC Consumer Cyclical 3,000.0 $650K 0.00% -75K -96.1% $216.63 -1.8%
3005 AMKR PUT AMKOR TECHNOLOGY INC Technology 14,400.0 $648K 0.00% NEW $45.03 +46.3%
3006 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 100,656.0 $648K 0.00% -501K -83.3% $6.44 +19.1%
3007 FMBH FIRST MID BANCSHARES INC Financial Services 15,670.0 $645K 0.00% NEW $41.19 +6.2%
3008 APPS DIGITAL TURBINE INC Technology 223,865.0 $645K 0.00% -44K -16.3% $2.88 +54.9%
3009 AVIR ATEA PHARMACEUTICALS INC Healthcare 119,553.0 $643K 0.00% +56K +87.1% $5.38 -21.2%
3010 EWJ CALL ISHARES INC 7,600.0 $642K 0.00% -18K -70.3% $84.44 +8.2%
3011 BIZD PUT VANECK ETF TRUST 50,000.0 $640K 0.00% $12.80 -2.2%
3012 IPX IPERIONX LTD Basic Materials 24,557.0 $639K 0.00% -24K -49.2% $26.04 +38.8%
3013 PSX PUT PHILLIPS 66 Energy 3,500.0 $638K 0.00% -26K -88.0% $182.18 -1.6%
3014 SM CALL SM ENERGY COMPANY Energy 20,445.0 $637K 0.00% NEW $31.18 +11.6%
3015 PVH CALL PVH CORPORATION Consumer Cyclical 9,100.0 $635K 0.00% +2K +33.8% $69.76 +21.4%
3016 RAIL FREIGHTCAR AMER INC Industrials 79,644.0 $635K 0.00% +4K +4.6% $7.97 -3.8%
3017 LW LAMB WESTON HLDGS INC Consumer Defensive 15,000.0 $634K 0.00% $42.26 +1.3%
3018 ED PUT CONSOLIDATED EDISON INC Utilities 5,600.0 $634K 0.00% +3K +107.4% $113.18 -5.1%
3019 FE CALL FIRSTENERGY CORP Utilities 12,500.0 $633K 0.00% $50.66 -10.2%
3020 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 31,900.0 $631K 0.00% NEW $19.78 -0.9%
Page 151 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%