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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 30 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CVX CALL CHEVRON CORPORATION Energy 153,700.0 $31.8M 0.04% -108K -41.3% $206.90 -7.7%
582 SAN BANCO SANTANDER SA Financial Services 2,806,971.0 $31.7M 0.04% +2.6M +1041.6% $11.28 +9.8%
583 SIL CALL GLOBAL X FDS 350,100.0 $31.5M 0.04% +285K +437.8% $90.08 -0.8%
584 GAMESTOP CORP 1,364,114.0 $31.4M 0.04% +782K +134.3% $23.04
585 AEIS ADVANCED ENERGY INDS Industrials 96,548.0 $31.2M 0.04% -6K -5.5% $322.71 +0.3%
586 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 7,400.0 $31.2M 0.04% +400.0 +5.7% $4210.32 -96.2%
587 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,389.0 $31.1M 0.04% NEW $4210.32 -96.2%
588 LITE CALL LUMENTUM HLDGS INC Technology 44,100.0 $31.0M 0.04% +19K +76.4% $702.76 +37.2%
589 BBB FOODS INC 876,198.0 $31.0M 0.04% NEW $35.37
590 VRT CALL VERTIV HOLDINGS CO Industrials 123,600.0 $31.0M 0.04% -131K -51.4% $250.58 +26.0%
591 GFL GFL ENVIRONMENTAL INC Industrials 742,065.0 $31.0M 0.04% -813K -52.3% $41.72 -13.8%
592 HNRG HALLADOR ENERGY COMPANY Energy 1,901,254.0 $31.0M 0.04% +437K +29.9% $16.28 +9.2%
593 DAMORA THERAPEUTICS INC 1,193,708.0 $30.9M 0.04% +1.1M +995.1% $25.90
594 KINIKSA PHARMACEUTICALS INTL 640,958.0 $30.9M 0.04% -156K -19.6% $48.15
595 LMT PUT LOCKHEED MARTIN CORP Industrials 51,000.0 $30.8M 0.04% -11K -18.0% $604.39 -13.5%
596 XLY CALL SELECT SECTOR SPDR TR 280,500.0 $30.6M 0.04% -124K -30.7% $108.98 +8.9%
597 SGML SIGMA LITHIUM CORPORATION Basic Materials 2,477,008.0 $30.6M 0.04% +243K +10.9% $12.34 +24.3%
598 GERN GERON CORP Healthcare 20,457,134.0 $30.5M 0.04% NEW $1.49 -15.4%
599 EQUINOX GOLD CORP 12,500,000.0 $30.3M 0.04% -15.4M -55.2% $2.42
600 OXY CALL OCCIDENTAL PETE CORP Energy 465,400.0 $30.3M 0.04% -1.1M -70.8% $65.00 -9.5%
Page 30 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%