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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 58 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 INTU CALL INTUIT Technology 26,800.0 $11.6M 0.01% +10K +60.5% $432.38 -36.0%
1142 CIFR CALL CIPHER DIGITAL INC Financial Services 898,400.0 $11.6M 0.01% -42K -4.5% $12.87 +90.4%
1143 ONDS CALL ONDAS INC Technology 1,278,700.0 $11.6M 0.01% +991K +344.5% $9.04 +3.2%
1144 COIN PUT COINBASE GLOBAL INC Financial Services 66,200.0 $11.6M 0.01% -117K -63.8% $174.61 -8.5%
1145 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 383,600.0 $11.6M 0.01% NEW $30.12 +15.0%
1146 CBZ CBIZ INC Industrials 429,664.0 $11.5M 0.01% NEW $26.85 +31.3%
1147 GEV CALL GE VERNOVA INC Utilities 13,200.0 $11.5M 0.01% -21K -61.1% $872.90 +7.8%
1148 ADP AUTOMATIC DATA PROCESSING IN Industrials 56,707.0 $11.5M 0.01% NEW $203.18 +11.3%
1149 FMS FRESENIUS MEDICAL CARE AG Healthcare 509,907.0 $11.5M 0.01% -623K -55.0% $22.56 +2.0%
1150 PUT HUT 8 CORP 244,200.0 $11.5M 0.01% -35K -12.6% $46.91
1151 TXN CALL TEXAS INSTRS INC Technology 59,000.0 $11.5M 0.01% -35K -37.1% $194.14 +53.0%
1152 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 309,568.0 $11.4M 0.01% NEW $36.81 -8.1%
1153 OMDA OMADA HEALTH INC Healthcare 906,207.0 $11.4M 0.01% +109K +13.7% $12.57 +36.4%
1154 CEVA CEVA INC Technology 607,434.0 $11.3M 0.01% -55K -8.2% $18.68 +146.4%
1155 XLK SELECT SECTOR SPDR TR 85,329.0 $11.3M 0.01% -204K -70.5% $132.90 +39.1%
1156 DX DYNEX CAP INC Real Estate 887,046.0 $11.3M 0.01% +204K +29.9% $12.76 +1.3%
1157 SCHW PUT SCHWAB CHARLES CORP Financial Services 120,400.0 $11.3M 0.01% -28K -19.1% $93.98 -3.1%
1158 ANRO ALTO NEUROSCIENCE INC Healthcare 503,087.0 $11.3M 0.01% -1.1M -68.7% $22.48 -4.5%
1159 PUT EXPAND ENERGY CORPORATION 103,000.0 $11.3M 0.01% -11K -9.8% $109.78
1160 HBM HUDBAY MINERALS INC Basic Materials 539,789.0 $11.3M 0.01% -459K -46.0% $20.90 +33.1%
Page 58 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%