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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 74 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 FMC FMC CORP Basic Materials 414,228.0 $7.1M 0.01% -1.3M -76.1% $17.22 -32.9%
1462 PAAS CALL PAN AMERN SILVER CORP Basic Materials 130,400.0 $7.1M 0.01% -3K -2.1% $54.63 -10.3%
1463 CPNG PUT COUPANG INC Consumer Cyclical 377,000.0 $7.1M 0.01% +246K +188.4% $18.88 -4.7%
1464 FBP FIRST BANCORP CORPORATION Financial Services 333,074.0 $7.1M 0.01% $21.36 +18.0%
1465 ADTRAN HOLDINGS INC 564,780.0 $7.1M 0.01% +143K +34.0% $12.58
1466 ANDE ANDERSONS INC Consumer Defensive 98,424.0 $7.1M 0.01% NEW $71.78 -0.8%
1467 HERTZ CORP 7,170,800.0 $7.1M 0.01% +276K +4.0% $0.98
1468 CSX PUT CSX CORP Industrials 171,900.0 $7.1M 0.01% -50K -22.5% $41.05 +11.2%
1469 EQX CALL EQUINOX GOLD CORP Basic Materials 487,600.0 $7.1M 0.01% -658K -57.4% $14.46 -27.3%
1470 JHG JANUS HENDERSON GROUP PLC Financial Services 136,723.0 $7.0M 0.01% NEW $51.37 +1.0%
1471 KMX CALL CARMAX INC Consumer Cyclical 168,700.0 $7.0M 0.01% +97K +135.9% $41.58 +29.1%
1472 EUPRAXIA PHARMACEUTICALS INC 967,575.0 $7.0M 0.01% +255K +35.9% $7.24
1473 KMX PUT CARMAX INC Consumer Cyclical 168,200.0 $7.0M 0.01% +77K +83.8% $41.58 +29.1%
1474 SMG SCOTTS MIRACLE-GRO CO Basic Materials 114,973.0 $7.0M 0.01% +77K +203.7% $60.81 +6.4%
1475 U PUT UNITY SOFTWARE INC Technology 317,700.0 $7.0M 0.01% +222K +231.3% $21.94 +25.3%
1476 NRIX NURIX THERAPEUTICS INC Healthcare 449,106.0 $7.0M 0.01% -2.8M -86.0% $15.50 +13.2%
1477 PSN PARSONS CORP DEL Industrials 128,187.0 $6.9M 0.01% -127K -49.8% $54.17 -3.6%
1478 AEHR CALL AEHR TEST SYS Technology 186,700.0 $6.9M 0.01% +105K +128.5% $37.08 +210.9%
1479 ZEPP ZEPP HEALTH CORPORATION Technology 577,676.0 $6.9M 0.01% $11.95 -56.5%
1480 TRMD TORM PLC Energy 247,395.0 $6.9M 0.01% +125K +101.9% $27.90 +5.4%
Page 74 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%