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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 78 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ORC ORCHID IS CAP INC Real Estate 901,850.0 $6.3M 0.01% +521K +136.9% $7.03 -4.7%
1542 TKC TURKCELL ILETISIM Communication Services 1,049,270.0 $6.3M 0.01% -350K -25.0% $6.03 +1.3%
1543 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 322,836.0 $6.3M 0.01% +69K +27.0% $19.56 -14.6%
1544 LTC LTC PPTYS INC Real Estate 169,246.0 $6.3M 0.01% +22K +14.6% $37.16 -2.1%
1545 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 10,600.0 $6.3M 0.01% NEW $592.98 -9.5%
1546 TD TORONTO DOMINION BK ONT Financial Services 67,305.0 $6.3M 0.01% NEW $93.13 +28.1%
1547 NOK PUT NOKIA CORP Technology 774,500.0 $6.2M 0.01% NEW $8.04 +67.8%
1548 OMCL OMNICELL COM Healthcare 186,095.0 $6.2M 0.01% +42K +28.8% $33.38 +17.0%
1549 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 286,733.0 $6.2M 0.01% NEW $21.66 +13.0%
1550 BLKB BLACKBAUD INC Technology 160,569.0 $6.2M 0.01% +92K +133.6% $38.61 -30.0%
1551 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 12,600.0 $6.2M 0.01% -125K -90.9% $491.53 -5.5%
1552 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 12,600.0 $6.2M 0.01% -3K -21.2% $491.53 -5.5%
1553 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 33,200.0 $6.2M 0.01% -700.0 -2.1% $186.53 +13.3%
1554 FAF FIRST AMERN FINL CORP Financial Services 102,707.0 $6.2M 0.01% -190K -64.9% $60.29 +13.8%
1555 MGEE MGE ENERGY INC Utilities 80,070.0 $6.2M 0.01% NEW $77.29 -1.8%
1556 SCHD CALL SCHWAB STRATEGIC TR 201,700.0 $6.2M 0.01% -78K -28.0% $30.68 +3.8%
1557 MUX CALL MCEWEN INC. Basic Materials 302,400.0 $6.2M 0.01% $20.42 -5.1%
1558 AQN ALGONQUIN POWER & UTILITIES Utilities 1,006,924.0 $6.2M 0.01% -852K -45.8% $6.13 -3.9%
1559 LPG DORIAN LPG LTD Energy 180,254.0 $6.2M 0.01% +7K +4.2% $34.20 +15.7%
1560 SKYT CALL SKYWATER TECHNOLOGY INC Technology 224,700.0 $6.2M 0.01% +148K +192.6% $27.41 +33.4%
Page 78 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%