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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 42 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 XBI PUT SPDR SERIES TRUST 152,000.0 $19.4M 0.03% -3.9M -96.3% $127.73 +4.0%
822 UPST UPSTART HLDGS INC Financial Services 756,060.0 $19.4M 0.03% +386K +104.2% $25.65 +12.4%
823 AVNT AVIENT CORPORATION Basic Materials 531,984.0 $19.3M 0.03% $36.30 -6.0%
824 SIL GLOBAL X FDS 213,976.0 $19.3M 0.03% +135K +172.2% $90.08 -0.8%
825 CRWD CALL CROWDSTRIKE HLDGS INC Technology 49,200.0 $19.2M 0.03% -49K -50.0% $390.41 +66.0%
826 C CALL CITIGROUP INC Financial Services 168,400.0 $19.1M 0.02% -11K -6.0% $113.41 +10.4%
827 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,256,535.0 $19.1M 0.02% -717K -24.1% $8.45 +26.6%
828 LINC LINCOLN EDL SVCS CORP Consumer Defensive 468,556.0 $19.1M 0.02% +37K +8.6% $40.68 +15.1%
829 OXY PUT OCCIDENTAL PETE CORP Energy 292,600.0 $19.0M 0.02% -376K -56.3% $65.00 -9.5%
830 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 482,272.0 $19.0M 0.02% +224K +87.0% $39.39 -6.9%
831 AG FIRST MAJESTIC SILVER CORP Basic Materials 883,846.0 $19.0M 0.02% +746K +542.0% $21.46 -7.3%
832 VMI VALMONT INDS INC Industrials 47,411.0 $18.9M 0.02% NEW $399.57 +26.0%
833 TAL TAL ED GROUP Consumer Defensive 1,663,111.0 $18.9M 0.02% NEW $11.37 -7.9%
834 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 893,295.0 $18.7M 0.02% NEW $20.95 +11.6%
835 TEAM PUT ATLASSIAN CORPORATION Technology 273,700.0 $18.7M 0.02% +190K +226.2% $68.25 +26.3%
836 DAN DANA INC Consumer Cyclical 554,983.0 $18.7M 0.02% +505K +1010.0% $33.65 +0.6%
837 ALAB CALL ASTERA LABS INC Technology 170,000.0 $18.6M 0.02% +51K +42.9% $109.60 +171.8%
838 ANI PHARMACEUTICALS INC 15,000,000.0 $18.6M 0.02% +7.5M +100.0% $1.24
839 FOUR SHIFT4 PMTS INC Technology 424,515.0 $18.6M 0.02% -316K -42.7% $43.73 -0.5%
840 SEI SOLARIS ENERGY INFRAS INC Energy 328,460.0 $18.6M 0.02% +284K +641.4% $56.51 +26.4%
Page 42 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%