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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 89 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 15,700.0 $4.6M 0.01% -18K -53.5% $292.75 +32.7%
1762 HAL CALL HALLIBURTON CO Energy 117,800.0 $4.6M 0.01% -518K -81.5% $38.99 -10.4%
1763 TOST TOAST INC Technology 172,900.0 $4.6M 0.01% +60K +53.1% $26.51 -7.0%
1764 MS PUT MORGAN STANLEY Financial Services 27,800.0 $4.6M 0.01% -32K -53.5% $164.57 +35.6%
1765 PUT SIX FLAGS ENTERTAINMENT CORP 257,500.0 $4.6M 0.01% -45K -14.8% $17.75
1766 HLIO HELIOS TECHNOLOGIES INC Industrials 70,467.0 $4.6M 0.01% NEW $64.71 +39.8%
1767 BDC BELDEN INC Technology 39,649.0 $4.6M 0.01% NEW $114.83 +7.3%
1768 NG NOVAGOLD RESOURCES INC Basic Materials 505,908.0 $4.5M 0.01% +221K +77.3% $8.98 -13.1%
1769 FDX CALL FEDEX CORP Industrials 12,700.0 $4.5M 0.01% -23K -64.0% $356.18 -8.4%
1770 ZM PUT ZOOM COMMUNICATIONS INC Technology 56,200.0 $4.5M 0.01% -86K -60.6% $80.39 +8.7%
1771 RXST RXSIGHT INC Healthcare 733,307.0 $4.5M 0.01% -498K -40.4% $6.16 -23.2%
1772 BLCO BAUSCH PLUS LOMB CORP Healthcare 283,138.0 $4.5M 0.01% +269K +1947.7% $15.90 -6.5%
1773 SHEL PUT SHELL PLC Energy 48,400.0 $4.5M 0.01% +14K +41.1% $93.00 -15.3%
1774 STN STANTEC INC Industrials 52,144.0 $4.5M 0.01% -31K -37.0% $86.30 -21.6%
1775 FUTU PUT FUTU HLDGS LTD Financial Services 32,900.0 $4.5M 0.01% -96K -74.4% $136.76 -29.3%
1776 CPNG CALL COUPANG INC Consumer Cyclical 238,200.0 $4.5M 0.01% -404K -62.9% $18.88 -4.7%
1777 OLN OLIN CORP Basic Materials 151,095.0 $4.5M 0.01% -1.1M -87.9% $29.73 -26.0%
1778 DG CALL DOLLAR GEN CORP Consumer Defensive 37,800.0 $4.5M 0.01% -43K -53.2% $118.73 -4.4%
1779 PGR CALL PROGRESSIVE CORP Financial Services 22,500.0 $4.5M 0.01% -31K -58.1% $198.24 +3.3%
1780 DY PUT DYCOM INDS INC Industrials 13,100.0 $4.4M 0.01% +2K +15.9% $338.82 +34.8%
Page 89 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%