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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 185 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 OABI OMNIAB INC Healthcare 16,238.0 $25K NEW $1.57 +38.9%
3682 EVO EVOTEC AG Healthcare 10,043.0 $25K -3K -23.9% $2.50 +8.0%
3683 SEER SEER INC Healthcare 14,813.0 $25K -15K -51.0% $1.68 +0.6%
3684 KLTR KALTURA INC Technology 18,110.0 $22K NEW $1.22 +23.0%
3685 NAMIB MINERALS 140,000.0 $19K $0.14
3686 NNBR NN INC Industrials 13,022.0 $19K -16K -55.1% $1.45 +50.3%
3687 GPMT GRANITE PT MTG TR INC Real Estate 11,785.0 $17K -32K -73.0% $1.45 -7.6%
3688 ARBE ARBE ROBOTICS LTD Technology 27,863.0 $17K -70K -71.7% $0.61 +63.9%
3689 MGX METAGENOMI THERAPEUTICS INC Healthcare 11,726.0 $16K -15K -55.9% $1.34 -5.2%
3690 GPRO CALL GOPRO INC Technology 19,800.0 $15K $0.77 +39.0%
3691 OGI ORGANIGRAM GLOBAL INC Healthcare 10,764.0 $15K -114K -91.4% $1.35 -21.9%
3692 BLNK BLINK CHARGING CO Industrials 24,850.0 $14K NEW $0.57 +39.0%
3693 ENTX ENTERA BIO LTD Healthcare 12,382.0 $14K -1.2M -99.0% $1.11 +10.8%
3694 MNTK MONTAUK RENEWABLES INC Utilities 10,871.0 $13K +453.0 +4.3% $1.15 +36.5%
3695 OPENDOOR TECHNOLOGIES INC 48,657.0 $12K +30K +165.6% $0.25
3696 OPENDOOR TECHNOLOGIES INC 48,657.0 $11K +30K +165.6% $0.24
3697 CANGO INC 24,538.0 $10K +7K +43.0% $0.41
3698 PRPL PURPLE INNOVATION INC Consumer Cyclical 13,612.0 $9K -8K -36.4% $0.66 -38.0%
3699 DXLG DESTINATION XL GROUP INC Consumer Cyclical 12,575.0 $6K -8K -39.8% $0.51 +34.3%
3700 FOXX DEV HLDGS INC 71,200.0 $6K -68K -49.0% $0.09
Page 185 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%