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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 167 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 37,500.0 $329K NEW $8.77 +124.3%
3322 RSG PUT REPUBLIC SVCS INC Industrials 1,500.0 $329K NEW $219.02 -2.1%
3323 AIR CALL AAR CORP Industrials 3,000.0 $328K -200.0 -6.2% $109.46 -7.8%
3324 ILF ISHARES TR 9,243.0 $328K NEW $35.52 -3.3%
3325 QTRX QUANTERIX CORP Healthcare 93,253.0 $328K NEW $3.52 -28.7%
3326 MPWR PUT MONOLITHIC PWR SYS INC Technology 300.0 $328K -10K -97.1% $1093.35 +35.9%
3327 TAP CALL MOLSON COORS BEVERAGE CO Consumer Defensive 7,600.0 $327K -4K -33.9% $43.06 -3.2%
3328 PSIX POWER SOLUTIONS INTL INC Industrials 5,350.0 $326K -67K -92.6% $60.88 -36.1%
3329 MRBK MERIDIAN CORP Financial Services 17,159.0 $325K -674.0 -3.8% $18.96 -9.2%
3330 KNOP KNOT OFFSHORE PARTNERS LP Industrials 32,235.0 $325K -4K -9.8% $10.08 +11.8%
3331 ASST CALL STRIVE INC Communication Services 32,300.0 $324K NEW $10.02 +61.3%
3332 FCEL CALL FUELCELL ENERGY INC Industrials 49,500.0 $323K NEW $6.53 +171.7%
3333 DIBS 1STDIBS COM INC Consumer Cyclical 58,660.0 $323K +14K +31.0% $5.50 -17.3%
3334 TITN TITAN MACHY INC Industrials 19,284.0 $322K -108K -84.8% $16.72 +19.7%
3335 ENSG PUT ENSIGN GROUP INC Healthcare 1,600.0 $322K $201.50 -12.3%
3336 MRAM EVERSPIN TECHNOLOGIES INC Technology 36,666.0 $322K -32K -46.9% $8.79 +279.4%
3337 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 83,043.0 $322K +22K +36.5% $3.88 -39.2%
3338 WYFI WHITEFIBER INC Technology 27,000.0 $322K -500.0 -1.8% $11.91 +99.6%
3339 SPDW SPDR INDEX SHS FDS 7,029.0 $321K NEW $45.65 +7.5%
3340 SMMT CALL SUMMIT THERAPEUTICS INC Healthcare 16,900.0 $320K NEW $18.96 -15.5%
Page 167 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%