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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 77 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ACMR PUT ACM RESH INC Technology 166,700.0 $6.6M 0.01% +88K +110.8% $39.35 +179.2%
1522 SHOO MADDEN STEVEN LTD Consumer Cyclical 193,213.0 $6.6M 0.01% -433K -69.1% $33.92 +30.3%
1523 CIGI COLLIERS INTL GROUP INC Real Estate 61,213.0 $6.5M 0.01% +53K +681.3% $106.85 -14.5%
1524 BLK PUT BLACKROCK INC Financial Services 6,800.0 $6.5M 0.01% +600.0 +9.7% $961.71 +9.2%
1525 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 111,400.0 $6.5M 0.01% -163K -59.4% $58.47 +0.8%
1526 ETN PUT EATON CORP PLC Industrials 18,200.0 $6.5M 0.01% +13K +256.9% $357.67 +17.9%
1527 VLUE ISHARES TR 45,774.0 $6.5M 0.01% +37K +420.4% $142.19 +40.6%
1528 EGO PUT ELDORADO GOLD CORP NEW Basic Materials 189,400.0 $6.5M 0.01% +104K +121.5% $34.33 -3.7%
1529 SBSW SIBANYE STILLWATER LTD Basic Materials 526,547.0 $6.5M 0.01% -1.3M -71.0% $12.32 -21.5%
1530 ABT PUT ABBOTT LABORATORIES Healthcare 63,100.0 $6.5M 0.01% +57K +901.6% $102.67 -13.9%
1531 AMGN PUT AMGEN INC Healthcare 18,400.0 $6.5M 0.01% +14K +300.0% $351.85 -4.1%
1532 ALB CALL ALBEMARLE CORP Basic Materials 36,000.0 $6.5M 0.01% -226K -86.2% $179.53 -10.7%
1533 PL CALL PLANET LABS PBC Industrials 231,200.0 $6.5M 0.01% +139K +151.3% $27.95 +1.0%
1534 ARIS ARIS MINING CORPORATION Basic Materials 347,519.0 $6.4M 0.01% -221K -38.9% $18.56 -10.4%
1535 SG SWEETGREEN INC Consumer Cyclical 1,239,335.0 $6.4M 0.01% NEW $5.19 +72.8%
1536 PAGAYA TECHNOLOGIES LTD 552,004.0 $6.4M 0.01% -423K -43.4% $11.65
1537 HWM PUT HOWMET AEROSPACE INC Industrials 27,900.0 $6.4M 0.01% -105K -79.1% $230.46 +20.5%
1538 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 10,800.0 $6.4M 0.01% NEW $592.98 -9.5%
1539 LRCX LAM RESEARCH CORP Technology 29,913.0 $6.4M 0.01% -66K -68.8% $213.66 +82.1%
1540 CERT CERTARA INC Healthcare 1,118,967.0 $6.4M 0.01% NEW $5.70 -2.8%
Page 77 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%