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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 180 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 BOOM DMC GLOBAL INC Energy 25,146.0 $131K NEW $5.21 +36.7%
3582 CMPS CALL COMPASS PATHWAYS PLC Healthcare 23,600.0 $131K NEW $5.53 +91.0%
3583 RDW PUT REDWIRE CORPORATION Industrials 15,100.0 $128K NEW $8.50 +65.4%
3584 APYX APYX MEDICAL CORPORATION Healthcare 34,778.0 $128K +13K +56.8% $3.69 +4.9%
3585 NKTX NKARTA INC Healthcare 60,348.0 $127K +5K +9.4% $2.11 +27.0%
3586 MBI MBIA INC Financial Services 21,538.0 $127K NEW $5.91 -0.8%
3587 LIFEZONE METALS LIMITED 37,625.0 $126K NEW $3.36
3588 MBLY CALL MOBILEYE GLOBAL INC Consumer Cyclical 18,300.0 $126K NEW $6.87 +45.9%
3589 ORBS EIGHTCO HOLDINGS INC Technology 134,384.0 $125K NEW $0.93 -17.5%
3590 SNDL INC 94,064.0 $124K -94K -50.1% $1.32
3591 ACH ACCENDRA HEALTH INC Healthcare 53,915.0 $123K -743K -93.2% $2.28 +20.2%
3592 DDL DINGDONG CAYMAN LTD Consumer Defensive 47,224.0 $121K +25K +114.4% $2.57 -3.1%
3593 PROK PROKIDNEY CORP Healthcare 65,578.0 $117K +48K +283.8% $1.79 -7.3%
3594 PEPG PEPGEN INC Healthcare 65,972.0 $117K -2.2M -97.1% $1.77 -16.9%
3595 PZG PARAMOUNT GOLD NEV CORP Basic Materials 68,934.0 $114K +21K +42.9% $1.66 -18.1%
3596 NABL N-ABLE INC Technology 24,216.0 $113K NEW $4.67 -27.4%
3597 CMTL COMTECH TELECOMMUNICATIONS C Technology 33,710.0 $112K +21K +174.7% $3.32 +13.6%
3598 ACHIEVE LIFE SCIENCE INC 37,760.0 $111K -37K -49.8% $2.94
3599 PNBK PATRIOT NATL BANCORP INC Financial Services 84,855.0 $109K +20K +30.6% $1.29 -13.2%
3600 TIGR PUT UP FINTECH HLDG LTD Financial Services 17,300.0 $109K +4K +32.1% $6.30 -2.2%
Page 180 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%