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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 75 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 TYRA PUT TYRA BIOSCIENCES INC Healthcare 180,100.0 $6.9M 0.01% NEW $38.30 -26.1%
1482 EL LAUDER ESTEE COS INC Consumer Defensive 96,046.0 $6.9M 0.01% -547K -85.1% $71.77 +18.2%
1483 ITA ISHARES TR 31,398.0 $6.9M 0.01% NEW $218.75 +9.3%
1484 XLB CALL SELECT SECTOR SPDR TR 137,200.0 $6.9M 0.01% -262K -65.7% $49.97 +3.7%
1485 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 5,267,508.0 $6.8M 0.01% +3.4M +179.3% $1.30 -11.5%
1486 KRP KIMBELL RTY PARTNERS LP Energy 472,916.0 $6.8M 0.01% +234K +97.9% $14.47 +2.1%
1487 FLUTTER ENTMT PLC 67,007.0 $6.8M 0.01% -330K -83.1% $101.95
1488 AGX CALL ARGAN INC Industrials 12,500.0 $6.8M 0.01% -5K -30.2% $544.65 +35.7%
1489 BIDU PUT BAIDU INC Communication Services 61,100.0 $6.8M 0.01% +36K +147.4% $111.42 +0.3%
1490 GNW GENWORTH FINL INC Financial Services 836,846.0 $6.8M 0.01% +117K +16.2% $8.12 +10.2%
1491 GILD CALL GILEAD SCIENCES INC Healthcare 48,700.0 $6.8M 0.01% +6K +13.8% $139.37 -11.2%
1492 VIV TELEFONICA BRASIL SA Communication Services 424,703.0 $6.8M 0.01% +82K +23.9% $15.91 -20.9%
1493 STVN STEVANATO GROUP S P A Healthcare 491,408.0 $6.8M 0.01% NEW $13.75 +27.6%
1494 ARKK ARK ETF TR 99,798.0 $6.7M 0.01% NEW $67.59 +18.6%
1495 VSNT VERSANT MEDIA GROUP INC Industrials 182,103.0 $6.7M 0.01% NEW $37.02 +3.0%
1496 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 239,783.0 $6.7M 0.01% +155K +181.5% $28.11 +68.4%
1497 AEHR PUT AEHR TEST SYS Technology 181,300.0 $6.7M 0.01% +66K +57.8% $37.08 +210.9%
1498 VISN CALL VISTANCE NETWORKS INC Technology 369,300.0 $6.7M 0.01% +256K +224.8% $18.20 -30.4%
1499 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 127,200.0 $6.7M 0.01% +31K +31.7% $52.75 +13.9%
1500 EBAY PUT EBAY INC. Consumer Cyclical 73,700.0 $6.7M 0.01% +58K +369.4% $91.02 +18.9%
Page 75 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%