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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 178 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 BAK BRASKEM SA Basic Materials 51,202.0 $187K -4K -7.3% $3.66 +37.2%
3542 IRSA INVERSIONES Y REP S A 11,507.0 $187K NEW $16.21
3543 GENI CALL GENIUS SPORTS LIMITED Communication Services 41,700.0 $185K NEW $4.43 -4.3%
3544 MAKO MNG CORP 28,700.0 $185K NEW $6.43
3545 KVHI KVH INDS INC Technology 20,428.0 $183K NEW $8.96 +22.9%
3546 PUBM PUBMATIC INC Technology 22,303.0 $182K -137K -86.0% $8.18 +18.8%
3547 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 11,780.0 $182K NEW $15.47 +17.4%
3548 III INFORMATION SVCS GROUP INC Technology 47,411.0 $182K NEW $3.84 +10.2%
3549 COMSTOCK INC 59,412.0 $181K NEW $3.05
3550 RDCM RADCOM LTD Communication Services 14,813.0 $180K +1K +8.7% $12.16 +29.5%
3551 INFQ INFLEQTION INC Technology 18,271.0 $179K NEW $9.81 +26.8%
3552 SMTI SANARA MEDTECH INC Healthcare 10,335.0 $178K NEW $17.18 +27.4%
3553 TTI CALL TETRA TECHNOLOGIES INC DEL Energy 20,700.0 $176K NEW $8.52 +23.5%
3554 QUIK QUICKLOGIC CORP Technology 18,609.0 $175K NEW $9.38 +103.6%
3555 ALEC ALECTOR INC Healthcare 80,091.0 $172K +57K +246.7% $2.15 -1.4%
3556 EYPT CALL EYEPOINT INC Healthcare 13,300.0 $171K NEW $12.89 -4.2%
3557 EYPT PUT EYEPOINT INC Healthcare 13,300.0 $171K NEW $12.89 -4.2%
3558 KPTI CALL KARYOPHARM THERAPEUTICS INC Healthcare 30,000.0 $167K NEW $5.57 +28.2%
3559 SOUN PUT SOUNDHOUND AI INC Technology 24,100.0 $166K NEW $6.87 +22.4%
3560 FIGS CALL FIGS INC Consumer Cyclical 11,000.0 $162K NEW $14.77 -20.3%
Page 178 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%