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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 90 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 DLTR PUT DOLLAR TREE INC Consumer Defensive 40,400.0 $4.4M 0.01% -30K -42.6% $109.51 +1.7%
1782 MPC CALL MARATHON PETE CORP Energy 18,100.0 $4.4M 0.01% -26K -58.7% $244.18 -0.8%
1783 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 13,500.0 $4.4M 0.01% -6K -28.9% $327.07 +22.0%
1784 NPK INTERNATIONAL INC 304,183.0 $4.4M 0.01% -233K -43.4% $14.49
1785 UAMY CALL UNITED STATES ANTIMONY CORP Basic Materials 504,700.0 $4.4M 0.01% +365K +262.3% $8.73 -11.6%
1786 PHG KONINKLIJKE PHILIPS N V Healthcare 160,307.0 $4.4M 0.01% +34K +26.9% $27.40 -2.3%
1787 FPS CALL FORGENT POWER SOLUTIONS INC Industrials 150,000.0 $4.4M 0.01% NEW $29.27 +114.9%
1788 SYM CALL SYMBOTIC INC Industrials 82,400.0 $4.4M 0.01% -138K -62.6% $53.20 -22.6%
1789 PAY PAYMENTUS HOLDINGS INC Technology 171,633.0 $4.4M 0.01% -10K -5.7% $25.40 -17.6%
1790 GEO PUT GEO GROUP INC Industrials 259,200.0 $4.4M 0.01% NEW $16.81 +74.0%
1791 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 102,754.0 $4.3M 0.01% +15K +16.9% $42.09 +16.9%
1792 GPRK GEOPARK LTD Energy 455,108.0 $4.3M 0.01% +211K +86.8% $9.50 +6.5%
1793 RBLX PUT ROBLOX CORP Technology 76,300.0 $4.3M 0.01% -132K -63.3% $56.56 -8.6%
1794 BWXT CALL BWX TECHNOLOGIES INC Industrials 21,100.0 $4.3M 0.01% -46K -68.4% $204.49 -0.2%
1795 SATL SATELLOGIC INC Technology 792,532.0 $4.3M 0.01% NEW $5.44 +5.7%
1796 MYGN MYRIAD GENETICS INC Healthcare 957,901.0 $4.3M 0.01% -275K -22.3% $4.50 +0.3%
1797 SHEL CALL SHELL PLC Energy 46,300.0 $4.3M 0.01% -26K -35.7% $93.00 -15.4%
1798 JOBY AVIATION INC 5,000,000.0 $4.3M 0.01% NEW $0.86
1799 DECK DECKERS OUTDOOR CORP Consumer Cyclical 42,792.0 $4.3M 0.01% NEW $100.09 +9.3%
1800 ICLN CALL ISHARES TR 234,000.0 $4.3M 0.01% NEW $18.29 +13.9%
Page 90 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%