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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 88 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 CNMD CONMED CORP Healthcare 134,114.0 $4.7M 0.01% +3K +2.4% $35.36 -7.9%
1742 AVAV PUT AEROVIRONMENT INC Industrials 25,900.0 $4.7M 0.01% -88K -77.4% $183.05 -7.3%
1743 ASC ARDMORE SHIPPING CORP Industrials 310,759.0 $4.7M 0.01% +202K +186.2% $15.25 +11.9%
1744 NOVAVAX INC 4,400,000.0 $4.7M 0.01% $1.08
1745 HCA PUT HCA HEALTHCARE INC Healthcare 10,000.0 $4.7M 0.01% -6K -36.7% $473.24 -20.7%
1746 LFST LIFESTANCE HEALTH GROUP INC Healthcare 742,747.0 $4.7M 0.01% NEW $6.37 +41.0%
1747 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,047,385.0 $4.7M 0.01% -414K -28.3% $4.50 -19.1%
1748 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 42,300.0 $4.7M 0.01% -57K -57.4% $111.42 -77.0%
1749 LZ LEGALZOOM COM INC Industrials 828,937.0 $4.7M 0.01% +367K +79.4% $5.67 -3.0%
1750 DOCS PUT DOXIMITY INC Healthcare 201,100.0 $4.7M 0.01% NEW $23.30 -12.2%
1751 CMI CALL CUMMINS INC Industrials 8,700.0 $4.7M 0.01% -6K -39.6% $538.02 +33.2%
1752 VICR VICOR CORP Technology 29,067.0 $4.7M 0.01% +24K +515.0% $161.00 +105.8%
1753 B PUT BARRICK MNG CORP Basic Materials 114,700.0 $4.7M 0.01% -116K -50.2% $40.79 -1.1%
1754 RCAT PUT RED CAT HLDGS INC Technology 356,800.0 $4.7M 0.01% NEW $13.09 -12.6%
1755 VXUS CALL VANGUARD STAR FDS 60,400.0 $4.7M 0.01% NEW $77.11 +12.5%
1756 LITHIUM ARGENTINA AG 696,173.0 $4.7M 0.01% NEW $6.68
1757 VIAV PUT VIAVI SOLUTIONS INC Technology 139,100.0 $4.6M 0.01% +91K +186.8% $33.28 +41.7%
1758 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,689,372.0 $4.6M 0.01% NEW $2.74 +15.0%
1759 PLUG PLUG PWR INC Industrials 2,041,791.0 $4.6M 0.01% -3.9M -65.7% $2.26 +26.1%
1760 CME PUT CME GROUP INC Financial Services 15,600.0 $4.6M 0.01% -52K -77.0% $295.35 -16.6%
Page 88 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%