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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 84 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 TE CALL T1 ENERGY INC Industrials 1,214,900.0 $5.3M 0.01% +975K +405.8% $4.39 +113.0%
1662 DRI CALL DARDEN RESTAURANTS INC Consumer Cyclical 27,200.0 $5.3M 0.01% +7K +32.7% $196.04 +8.9%
1663 HMY HARMONY GOLD MNG LTD Basic Materials 346,923.0 $5.3M 0.01% NEW $15.37 +10.7%
1664 HTZ HERTZ GLOBAL HLDGS INC Industrials 1,151,716.0 $5.3M 0.01% +38K +3.4% $4.61 +9.5%
1665 CRVL CORVEL CORP Financial Services 97,149.0 $5.3M 0.01% +19K +24.1% $54.65 +7.1%
1666 IVA INVENTIVA SA Healthcare 956,221.0 $5.3M 0.01% NEW $5.55 -35.7%
1667 TFC PUT TRUIST FINL CORP Financial Services 115,400.0 $5.3M 0.01% -20K -14.7% $45.97 +5.1%
1668 GOLD GOLD COM INC Financial Services 132,151.0 $5.3M 0.01% NEW $40.08 +5.4%
1669 NTB BANK OF N T BUTTERFIELD & SO Financial Services 100,671.0 $5.3M 0.01% -41K -28.9% $52.48 +11.6%
1670 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 26,000.0 $5.3M 0.01% -87K -77.0% $202.98 -17.9%
1671 VCEL VERICEL CORP Healthcare 164,000.0 $5.3M 0.01% -449K -73.2% $32.17 +24.7%
1672 DDS DILLARDS INC Consumer Cyclical 9,220.0 $5.3M 0.01% NEW $572.11 -3.0%
1673 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 22,800.0 $5.3M 0.01% -87K -79.2% $230.89 +4.3%
1674 NMRK NEWMARK GROUP INC Real Estate 350,082.0 $5.2M 0.01% +11K +3.4% $14.99 -0.8%
1675 AES AES CORP Utilities 372,200.0 $5.2M 0.01% -5.7M -93.8% $14.09 +3.8%
1676 XRT PUT SPDR SERIES TRUST 65,000.0 $5.2M 0.01% NEW $80.47 +7.4%
1677 T PUT AT&T INC Communication Services 180,200.0 $5.2M 0.01% -585K -76.4% $28.99 -24.1%
1678 PLAY DAVE & BUSTERS ENTMT INC Communication Services 482,168.0 $5.2M 0.01% +134K +38.4% $10.83 +10.3%
1679 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 151,700.0 $5.2M 0.01% -14K -8.2% $34.33 -3.7%
1680 WHR CALL WHIRLPOOL CORP Consumer Cyclical 96,500.0 $5.2M 0.01% -39K -28.7% $53.92 -27.9%
Page 84 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%