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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $89.4B AUM 3,862 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3862 New
Page 153 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 CALL BROOKFIELD ASSET MANAGMT LTD 13,800.0 $723K 0.00% NEW $52.39
3042 RSKD RISKIFIED LTD Technology 145,326.0 $722K 0.00% NEW $4.97 -1.6%
3043 GRRR GORILLA TECHNOLOGY GROUP INC Technology 66,019.0 $721K 0.00% NEW $10.92 +30.6%
3044 VSAT PUT VIASAT INC Technology 20,900.0 $720K 0.00% NEW $34.46 +118.4%
3045 PUT ETORO GROUP LTD 20,500.0 $720K 0.00% NEW $35.13
3046 VAW VANGUARD WORLD FD 3,459.0 $718K 0.00% NEW $207.55 +9.2%
3047 IPGP IPG PHOTONICS CORP Technology 10,013.0 $717K 0.00% NEW $71.60 +68.3%
3048 VMD VIEMED HEALTHCARE INC Healthcare 96,374.0 $716K 0.00% NEW $7.43 +30.3%
3049 PHM PUT PULTE GROUP INC Consumer Cyclical 6,100.0 $715K 0.00% NEW $117.26 -0.9%
3050 EXC PUT EXELON CORP Utilities 16,400.0 $715K 0.00% NEW $43.59 +4.0%
3051 CLDT CHATHAM LODGING TR Real Estate 104,897.0 $714K 0.00% NEW $6.81 +57.0%
3052 CAEP CANTOR EQUITY PARTNERS III I Financial Services 70,000.0 $714K 0.00% NEW $10.20 +47.1%
3053 HEI CALL HEICO CORP NEW Industrials 2,200.0 $712K 0.00% NEW $323.59 -6.9%
3054 BIZD PUT VANECK ETF TRUST 50,000.0 $709K 0.00% NEW $14.18 -11.7%
3055 CYTK PUT CYTOKINETICS INC Healthcare 11,100.0 $705K 0.00% NEW $63.54 +22.9%
3056 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 3,800.0 $705K 0.00% NEW $185.52 -11.0%
3057 REPL REPLIMUNE GROUP INC Healthcare 72,210.0 $702K 0.00% NEW $9.72 -46.9%
3058 JACK PUT JACK IN THE BOX INC Consumer Cyclical 37,000.0 $701K 0.00% NEW $18.95 -40.1%
3059 UAMY CALL UNITED STATES ANTIMONY CORP Basic Materials 139,300.0 $699K 0.00% NEW $5.02 +65.9%
3060 HOG CALL HARLEY DAVIDSON INC Consumer Cyclical 34,100.0 $699K 0.00% NEW $20.49 +13.2%
Page 153 of 194  ·  3,862 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 32.4%
Healthcare 15.3%
Consumer Cyclical 11.6%
Industrials 9.5%
Financial Services 9.0%
Consumer Defensive 4.8%
Communication Services 4.6%
Energy 4.1%
Utilities 3.5%
Basic Materials 2.9%