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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 160 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 DNLI PUT DENALI THERAPEUTICS INC Healthcare 22,600.0 $434K 0.00% NEW $19.20 +0.5%
3182 IAT CALL ISHARES TR 8,000.0 $431K 0.00% NEW $53.84 +5.9%
3183 DD PUT DUPONT DE NEMOURS INC Basic Materials 9,400.0 $431K 0.00% -36K -79.4% $45.80 +2.9%
3184 BLUE FOUNDRY BANCORP 32,498.0 $430K 0.00% +20K +163.1% $13.24
3185 CALL CNH INDL N V 39,100.0 $430K 0.00% NEW $11.00
3186 WLDN PUT WILLDAN GROUP INC Industrials 5,600.0 $429K 0.00% -3K -34.1% $76.56 +21.0%
3187 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 5,900.0 $428K 0.00% -69K -92.1% $72.46 +19.1%
3188 LYEL LYELL IMMUNOPHARMA INC Healthcare 21,292.0 $427K 0.00% +10K +85.5% $20.06 -13.8%
3189 ASX PUT ASE TECHNOLOGY HLDG CO LTD Technology 19,700.0 $427K 0.00% NEW $21.68 +50.6%
3190 KWEB KRANESHARES TRUST 15,000.0 $426K 0.00% -380K -96.2% $28.43 -2.8%
3191 SENEA SENECA FOODS CORP NEW Consumer Defensive 2,821.0 $426K 0.00% -2K -40.7% $151.12 -7.2%
3192 ACTG ACACIA RESH CORP Industrials 88,552.0 $426K 0.00% NEW $4.81 -4.8%
3193 GREK GLOBAL X FDS 6,666.0 $426K 0.00% $63.87 +11.8%
3194 EAF GRAFTECH INTL LTD SR NT Industrials 62,553.0 $424K 0.00% -17K -20.9% $6.78 +27.0%
3195 ANIK ANIKA THERAPEUTICS INC Healthcare 29,229.0 $424K 0.00% -29K -49.7% $14.50 +3.6%
3196 OEC ORION S.A. Basic Materials 65,171.0 $424K 0.00% +29K +80.0% $6.50 +4.0%
3197 AM CALL ANTERO MIDSTREAM CORP Energy 18,500.0 $422K 0.00% NEW $22.80 -4.3%
3198 SMBK SMARTFINANCIAL INC Financial Services 10,766.0 $421K 0.00% -5K -33.1% $39.08 +6.4%
3199 SPSC SPS COMM INC Technology 7,523.0 $419K 0.00% NEW $55.67 -3.5%
3200 ED CALL CONSOLIDATED EDISON INC Utilities 3,700.0 $419K 0.00% -7K -64.8% $113.18 -5.1%
Page 160 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%