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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 37 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CUSHMAN AND WAKEFIELD LTD 1,900,738.0 $23.3M 0.03% +1.4M +288.4% $12.26
722 ITA PUT ISHARES TR 106,200.0 $23.2M 0.03% -20K -15.7% $218.75 +2.0%
723 CDE COEUR MNG INC Basic Materials 1,237,314.0 $23.2M 0.03% +386K +45.4% $18.74 -4.9%
724 CMCSA CALL COMCAST CORP NEW Communication Services 806,000.0 $23.1M 0.03% -71K -8.1% $28.71 -12.6%
725 SHC SOTERA HEALTH CO Healthcare 1,609,505.0 $23.1M 0.03% +576K +55.7% $14.34 +8.4%
726 LUNR INTUITIVE MACHINES INC Industrials 1,240,018.0 $23.0M 0.03% -1.5M -55.5% $18.56 +84.5%
727 IOT SAMSARA INC Technology 723,136.0 $22.9M 0.03% +212K +41.6% $31.69 -4.9%
728 ONB OLD NATL BANCORP IND Financial Services 1,034,345.0 $22.9M 0.03% -166K -13.8% $22.10 +7.8%
729 IMAX PUT IMAX CORP Communication Services 600,000.0 $22.8M 0.03% -308K -34.0% $38.01 -10.9%
730 KSS KOHLS CORP Consumer Cyclical 1,765,243.0 $22.8M 0.03% NEW $12.90 -1.6%
731 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 67,300.0 $22.7M 0.03% -181K -72.9% $337.95 +18.8%
732 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 5,400.0 $22.7M 0.03% +800.0 +17.4% $4210.32 -96.2%
733 APG API GROUP CORP Industrials 561,027.0 $22.7M 0.03% +139K +32.9% $40.52 +2.4%
734 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 58,000.0 $22.7M 0.03% -113K -66.1% $391.76 +91.7%
735 UBS UBS GROUP AG Financial Services 581,139.0 $22.7M 0.03% +407K +233.2% $39.07 +21.0%
736 MRNA CALL MODERNA INC Healthcare 446,100.0 $22.7M 0.03% +268K +150.6% $50.80 -7.0%
737 BITFARMS LTD 11,612,813.0 $22.6M 0.03% +10.5M +954.6% $1.95
738 SCHW SCHWAB CHARLES CORP Financial Services 240,702.0 $22.6M 0.03% -2.4M -90.9% $93.98 -4.1%
739 NEXTERA ENERGY INC 399,500.0 $22.6M 0.03% $56.49
740 QS QUANTUMSCAPE CORP Consumer Cyclical 3,533,531.0 $22.5M 0.03% +3.1M +772.7% $6.38 +20.2%
Page 37 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%