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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 165 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 NTR PUT NUTRIEN LTD Basic Materials 4,800.0 $362K -58K -92.4% $75.46 -6.0%
3282 LRN PUT STRIDE INC Consumer Defensive 4,100.0 $361K $88.17 +1.2%
3283 SYK CALL STRYKER CORPORATION Healthcare 1,100.0 $361K -40K -97.3% $328.59 -4.3%
3284 UNTY UNITY BANCORP INC Financial Services 6,960.0 $361K -2K -24.8% $51.83 +2.6%
3285 NBTB NBT BANCORP INC Financial Services 8,464.0 $360K -36K -81.0% $42.58 +6.2%
3286 OSCR PUT OSCAR HEALTH INC Healthcare 31,400.0 $360K NEW $11.47 +111.4%
3287 IVE CALL ISHARES TR 1,700.0 $359K +600.0 +54.5% $211.15 +6.1%
3288 CCRN CROSS CTRY HEALTHCARE INC Healthcare 38,132.0 $358K -21K -36.0% $9.40 +39.5%
3289 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 8,850.0 $358K NEW $40.47 +2.1%
3290 CG CALL CARLYLE GROUP INC Financial Services 7,400.0 $358K -5K -42.2% $48.39 -6.7%
3291 VERA CALL VERA THERAPEUTICS INC Healthcare 8,900.0 $358K NEW $40.23 -15.9%
3292 VERA PUT VERA THERAPEUTICS INC Healthcare 8,900.0 $358K NEW $40.23 -15.9%
3293 CRBU CARIBOU BIOSCIENCES INC Healthcare 187,622.0 $356K -216K -53.5% $1.90 +4.4%
3294 CCLD CARECLOUD INC Healthcare 97,534.0 $356K NEW $3.65 -40.3%
3295 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 17,973.0 $355K NEW $19.77 +5.2%
3296 TWIN TWIN DISC INC Industrials 23,537.0 $355K +4K +18.3% $15.07 +6.7%
3297 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 600.0 $353K NEW $588.68 -9.9%
3298 MLM PUT MARTIN MARIETTA MATLS INC Basic Materials 600.0 $353K NEW $588.68 -9.9%
3299 CNXC CALL CONCENTRIX CORP Technology 12,900.0 $353K $27.36 -12.3%
3300 HDV PUT ISHARES TR 2,600.0 $353K NEW $135.72 -79.6%
Page 165 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%