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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 79 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 QTWO Q2 HLDGS INC Technology 130,200.0 $6.2M 0.01% NEW $47.30 -9.4%
1562 BE BLOOM ENERGY CORP Industrials 45,396.0 $6.2M 0.01% -332K -88.0% $135.49 +142.8%
1563 IPAR INTERPARFUMS INC Consumer Defensive 67,593.0 $6.1M 0.01% +25K +59.4% $90.84 +9.1%
1564 NLR PUT VANECK ETF TRUST 46,100.0 $6.1M 0.01% +21K +81.5% $133.19 -4.7%
1565 DE PUT DEERE & CO Industrials 10,900.0 $6.1M 0.01% +6K +101.8% $563.30 +4.6%
1566 WOLFSPEED INC 4,189,000.0 $6.1M 0.01% $1.47
1567 EEM ISHARES TR 108,039.0 $6.1M 0.01% -313K -74.3% $56.79 +24.7%
1568 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 282,800.0 $6.1M 0.01% -160K -36.1% $21.62 +22.1%
1569 DIVERSIFIED ENERGY CO 350,135.0 $6.1M 0.01% +292K +504.5% $17.44
1570 GSL GLOBAL SHIP LEASE INC Industrials 163,566.0 $6.1M 0.01% -55K -25.0% $37.23 +1.8%
1571 RELX RELX PLC Communication Services 183,596.0 $6.1M 0.01% -316K -63.2% $33.15 -5.9%
1572 INTERNATIONAL BANCSHARES COR 90,186.0 $6.1M 0.01% +54K +150.1% $67.29
1573 IEF ISHARES TR 63,505.0 $6.1M 0.01% NEW $95.44 -1.1%
1574 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 1,221,100.0 $6.1M 0.01% +1.1M +705.5% $4.96 +54.2%
1575 FLR PUT FLUOR CORP Industrials 129,700.0 $6.1M 0.01% -123K -48.7% $46.65 +15.0%
1576 UA UNDER ARMOUR INC Consumer Cyclical 1,041,512.0 $6.0M 0.01% +858K +467.5% $5.79 +1.4%
1577 CALL ETSY INC 120,300.0 $6.0M 0.01% -506K -80.8% $49.98
1578 QBTS CALL D-WAVE QUANTUM INC Technology 416,400.0 $6.0M 0.01% +383K +1161.8% $14.43 +71.1%
1579 TARA PROTARA THERAPEUTICS INC Healthcare 1,152,714.0 $6.0M 0.01% +1.1M +4001.2% $5.21 -23.6%
1580 WLDN WILLDAN GROUP INC Industrials 78,421.0 $6.0M 0.01% +73K +1394.0% $76.56 +21.1%
Page 79 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%