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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 60 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FNV CALL FRANCO NEV CORP Basic Materials 44,200.0 $10.9M 0.01% +8K +21.8% $247.05 -15.2%
1182 GKOS GLAUKOS CORP Healthcare 101,340.0 $10.9M 0.01% -60K -37.3% $107.66 +17.8%
1183 WU WESTERN UN CO Financial Services 1,249,261.0 $10.9M 0.01% -1.1M -46.5% $8.73 -16.2%
1184 GSAT CALL GLOBALSTAR INC Communication Services 164,000.0 $10.9M 0.01% +33K +25.5% $66.42 +22.2%
1185 YELP YELP INC Communication Services 440,257.0 $10.9M 0.01% +38K +9.3% $24.74 -7.0%
1186 SUPER MICRO COMPUTER INC 12,500,000.0 $10.9M 0.01% NEW $0.87
1187 RGTI CALL RIGETTI COMPUTING INC Technology 772,500.0 $10.8M 0.01% +529K +217.4% $14.04 +49.4%
1188 RAMACO RES INC 701,142.0 $10.8M 0.01% -1.1M -60.8% $15.46
1189 VALE CALL VALE S A Basic Materials 680,500.0 $10.8M 0.01% +95K +16.2% $15.91 -3.5%
1190 HPQ CALL HP INC Technology 562,600.0 $10.8M 0.01% +60K +11.8% $19.21 +31.4%
1191 WULF CALL TERAWULF INC Financial Services 747,700.0 $10.8M 0.01% -280K -27.2% $14.43 +75.7%
1192 ZEVRA THERAPEUTICS INC 1,157,131.0 $10.8M 0.01% NEW $9.32
1193 THE REALREAL INC 12,032,000.0 $10.8M 0.01% $0.90
1194 WULF PUT TERAWULF INC Financial Services 746,900.0 $10.8M 0.01% -194K -20.6% $14.43 +75.7%
1195 SBRA SABRA HEALTH CARE REIT INC Real Estate 560,245.0 $10.8M 0.01% +321K +134.4% $19.23 -2.6%
1196 ACN PUT ACCENTURE PLC IRELAND Technology 54,300.0 $10.8M 0.01% +10K +22.9% $198.29 -14.1%
1197 KMT KENNAMETAL INC Industrials 297,961.0 $10.8M 0.01% +75K +33.4% $36.13 -3.2%
1198 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 177,300.0 $10.8M 0.01% +157K +791.0% $60.65 -5.8%
1199 AON AON PLC Financial Services 33,297.0 $10.7M 0.01% -155K -82.3% $322.78 +3.9%
1200 ICUI ICU MED INC Healthcare 83,167.0 $10.7M 0.01% -255K -75.4% $129.15 +10.1%
Page 60 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%