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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 169 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 WKC WORLD KINECT CORPORATION Energy 13,074.0 $302K -47K -78.2% $23.07 +26.3%
3362 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 13,424.0 $301K NEW $22.43 +28.1%
3363 AEO CALL AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 18,000.0 $301K -174K -90.6% $16.70 -8.0%
3364 LITHIUM AMERS CORP NEW 75,900.0 $300K -78K -50.6% $3.95
3365 MVST MICROVAST HOLDINGS INC Industrials 198,972.0 $298K -2.7M -93.1% $1.50 -16.7%
3366 EZU ISHARES INC 4,763.0 $298K -5K -52.9% $62.64 +5.7%
3367 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 34,367.0 $298K NEW $8.68 -1.3%
3368 HBT HBT FINL INC. Financial Services 11,144.0 $298K NEW $26.72 +3.3%
3369 LIN PUT LINDE PLC Basic Materials 600.0 $297K -2K -73.9% $495.76 +3.0%
3370 ISTR INVESTAR HOLDING CORP Financial Services 10,882.0 $297K NEW $27.27 +2.7%
3371 NXPI CALL NXP SEMICONDUCTORS N V Technology 1,500.0 $295K -9K -86.0% $196.86 +48.2%
3372 QUBT PUT QUANTUM COMPUTING INC Technology 43,000.0 $295K NEW $6.85 +41.9%
3373 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 3,800.0 $293K -52K -93.2% $77.13 +14.6%
3374 BURL CALL BURLINGTON STORES INC Consumer Cyclical 900.0 $293K -600.0 -40.0% $325.38 -12.1%
3375 INCY PUT INCYTE CORP Healthcare 3,100.0 $292K NEW $94.12 +1.1%
3376 AEIS CALL ADVANCED ENERGY INDS Industrials 900.0 $290K NEW $322.71 -6.2%
3377 NCSM NCS MULTISTAGE HLDGS INC Energy 4,693.0 $290K NEW $61.84 -30.3%
3378 ACVA CALL ACV AUCTIONS INC Consumer Cyclical 68,400.0 $290K $4.24 +39.6%
3379 REZI CALL RESIDEO TECHNOLOGIES INC Industrials 8,600.0 $290K $33.71 -16.2%
3380 EDIT EDITAS MEDICINE INC Healthcare 116,995.0 $289K -616K -84.0% $2.47 +2.4%
Page 169 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%