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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 93 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 TRIPLE FLAG PRECIOUS METAL 117,245.0 $4.1M 0.01% +71K +155.1% $34.68
1842 PD PAGERDUTY INC Technology 653,841.0 $4.1M 0.01% NEW $6.21 +38.8%
1843 PSO PEARSON PLC Communication Services 309,134.0 $4.1M 0.01% +56K +22.1% $13.13 +15.6%
1844 ARKK CALL ARK ETF TR 60,000.0 $4.1M 0.01% +21K +53.9% $67.59 +16.1%
1845 AZO CALL AUTOZONE INC Consumer Cyclical 1,200.0 $4.1M 0.01% +900.0 +300.0% $3377.78 -9.4%
1846 FRME FIRST MERCHANTS CORP Financial Services 104,585.0 $4.1M 0.01% -595.0 -0.6% $38.73 +4.8%
1847 COHR PUT COHERENT CORP Technology 17,000.0 $4.0M 0.01% -600.0 -3.4% $238.21 +59.0%
1848 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 42,348.0 $4.0M 0.01% -13K -24.0% $95.60 +33.6%
1849 PERIMETER SOLUTIONS INC 165,717.0 $4.0M 0.01% +99K +149.6% $24.42
1850 GTY GETTY RLTY CORP NEW Real Estate 127,136.0 $4.0M 0.01% -51K -28.8% $31.80 +2.5%
1851 ALRM ALARM COM HLDGS INC Technology 93,578.0 $4.0M 0.01% +19K +24.7% $43.19 +4.7%
1852 WPP WPP PLC NEW Communication Services 259,422.0 $4.0M 0.01% NEW $15.55 +22.3%
1853 AZN PUT ASTRAZENECA PLC Healthcare 20,450.0 $4.0M 0.01% NEW $197.22 -9.8%
1854 SMITHFIELD FOODS INC 144,033.0 $4.0M 0.01% -482K -77.0% $27.97
1855 EWY PUT ISHARES INC 32,700.0 $4.0M 0.01% +25K +336.0% $123.01 +67.2%
1856 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 487,008.0 $4.0M 0.01% -101K -17.2% $8.25 +3.8%
1857 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 57,900.0 $4.0M 0.01% -16K -21.2% $69.37 +16.3%
1858 ABCL ABCELLERA BIOLOGICS INC Healthcare 1,149,325.0 $4.0M 0.01% +173K +17.7% $3.49 +55.9%
1859 CC PUT CHEMOURS CO Basic Materials 181,100.0 $4.0M 0.01% +112K +160.6% $22.03 -0.0%
1860 GDDY GODADDY INC Technology 48,256.0 $4.0M 0.01% NEW $82.67 -7.9%
Page 93 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%