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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 85 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 FMC CALL FMC CORP Basic Materials 302,000.0 $5.2M 0.01% +10K +3.4% $17.22 -32.9%
1682 POWL CALL POWELL INDS INC Industrials 9,600.0 $5.2M 0.01% -2K -17.9% $541.08 -45.1%
1683 KHC PUT KRAFT HEINZ CO Consumer Defensive 230,900.0 $5.2M 0.01% +145K +167.9% $22.49 +1.5%
1684 ZURA BIO LTD 872,662.0 $5.2M 0.01% +646K +284.7% $5.95
1685 MELI PUT MERCADOLIBRE INC Consumer Cyclical 3,000.0 $5.2M 0.01% -5K -62.5% $1729.02 -5.4%
1686 AI CALL C3 AI INC Technology 611,700.0 $5.2M 0.01% -69K -10.1% $8.42 +22.3%
1687 CVS PUT CVS HEALTH CORP Healthcare 71,700.0 $5.1M 0.01% -248K -77.6% $71.82 +36.9%
1688 POWL PUT POWELL INDS INC Industrials 9,500.0 $5.1M 0.01% -5K -34.0% $541.08 -45.1%
1689 UMBF UMB FINL CORP Financial Services 45,497.0 $5.1M 0.01% NEW $112.79 +18.0%
1690 LEN PUT LENNAR CORP Consumer Cyclical 59,000.0 $5.1M 0.01% -24K -29.0% $86.84 +3.3%
1691 F PUT FORD MTR CO Consumer Cyclical 443,900.0 $5.1M 0.01% +178K +66.6% $11.54 +21.8%
1692 PUT CENCORA INC 16,300.0 $5.1M 0.01% -53K -76.5% $314.14
1693 Z ZILLOW GROUP INC Communication Services 123,453.0 $5.1M 0.01% NEW $41.38 -22.6%
1694 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 72,100.0 $5.1M 0.01% -258K -78.1% $70.51 -23.1%
1695 O CALL REALTY INCOME CORP Real Estate 83,000.0 $5.1M 0.01% -27K -24.6% $61.18 -1.5%
1696 U CALL UNITY SOFTWARE INC Technology 231,100.0 $5.1M 0.01% -131K -36.2% $21.94 +25.3%
1697 HPQ PUT HP INC Technology 263,600.0 $5.1M 0.01% +51K +23.8% $19.21 +22.3%
1698 NWN NORTHWEST NAT HLDG CO Utilities 95,053.0 $5.1M 0.01% NEW $53.22 -7.9%
1699 CAAP CORPORACION AMER ARPTS S A Industrials 199,890.0 $5.1M 0.01% +79K +65.5% $25.29 +8.9%
1700 ASIX ADVANSIX INC Basic Materials 206,889.0 $5.0M 0.01% +47K +29.3% $24.40 -18.6%
Page 85 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%