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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 159 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 7,300.0 $452K 0.00% -10K -57.1% $61.85 -3.1%
3162 MCS MARCUS CORP DEL Communication Services 26,268.0 $451K 0.00% NEW $17.17 +4.1%
3163 HRL CALL HORMEL FOODS CORP Consumer Defensive 19,900.0 $451K 0.00% NEW $22.65 -9.9%
3164 SOUN CALL SOUNDHOUND AI INC Technology 65,400.0 $449K 0.00% +4K +6.9% $6.87 +23.0%
3165 ADI CALL ANALOG DEVICES INC Technology 1,400.0 $445K 0.00% -13K -90.5% $318.14 +25.1%
3166 CCCC C4 THERAPEUTICS INC Healthcare 169,096.0 $445K 0.00% -9.3M -98.2% $2.63 +24.7%
3167 PSN CALL PARSONS CORP DEL Industrials 8,200.0 $444K 0.00% -2K -15.5% $54.17 -5.9%
3168 RFIL RF INDS LTD Industrials 43,044.0 $444K 0.00% +31K +265.3% $10.31 +70.4%
3169 PLTK PLAYTIKA HLDG CORP Technology 159,427.0 $443K 0.00% NEW $2.78 +26.6%
3170 WGS CALL GENEDX HOLDINGS CORP Healthcare 6,900.0 $443K 0.00% -600.0 -8.0% $64.22 -34.4%
3171 BOTZ CALL GLOBAL X FDS 13,300.0 $442K 0.00% +2K +16.7% $33.22 +18.2%
3172 KLAC PUT KLA CORP Technology 300.0 $442K 0.00% -3K -90.3% $1472.41 +18.2%
3173 CALL LITHIUM AMERS CORP NEW 111,800.0 $442K 0.00% +88K +375.7% $3.95
3174 PUT HOLOGIC INC 5,800.0 $438K 0.00% $75.59
3175 PHI PLDT INC Communication Services 20,812.0 $438K 0.00% NEW $21.04 -7.2%
3176 FFIC FLUSHING FINL CORP Financial Services 28,482.0 $437K 0.00% -125K -81.4% $15.36 +2.0%
3177 TMDX CALL TRANSMEDICS GROUP INC Healthcare 4,400.0 $437K 0.00% -700.0 -13.7% $99.41 -33.5%
3178 WMB CALL WILLIAMS COS INC Energy 6,000.0 $437K 0.00% -239K -97.5% $72.78 +9.1%
3179 VMC CALL VULCAN MATLS CO Basic Materials 1,600.0 $436K 0.00% NEW $272.30 -4.7%
3180 DNLI CALL DENALI THERAPEUTICS INC Healthcare 22,600.0 $434K 0.00% NEW $19.20 -5.7%
Page 159 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%