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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 169 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 GOSS CALL GOSSAMER BIO INC Healthcare 125,000.0 $388K NEW $3.10 -93.5%
3362 INSP CALL INSPIRE MED SYS INC Healthcare 4,200.0 $387K NEW $92.23 -51.5%
3363 AUDC AUDIOCODES LTD Technology 44,144.0 $385K NEW $8.73 +0.1%
3364 PUT LIFE360 INC 6,000.0 $385K NEW $64.14
3365 TATT TAT TECHNOLOGIES LTD Industrials 8,612.0 $385K NEW $44.66 -11.5%
3366 RIOT RIOT PLATFORMS INC Financial Services 30,301.0 $384K NEW $12.67 +86.8%
3367 FRPT CALL FRESHPET INC Consumer Defensive 6,300.0 $384K NEW $60.93 -15.8%
3368 ALGM CALL ALLEGRO MICROSYSTEMS INC Technology 14,500.0 $383K NEW $26.38 +69.4%
3369 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 50,000.0 $382K NEW $7.65 +23.3%
3370 TREX PUT TREX CO INC Industrials 10,900.0 $382K NEW $35.08 +9.0%
3371 CALL CIVITAS RESOURCES INC 14,100.0 $382K NEW $27.09
3372 MGNI CALL MAGNITE INC Communication Services 23,500.0 $381K NEW $16.23 -18.7%
3373 NKTR CALL NEKTAR THERAPEUTICS Healthcare 9,000.0 $381K NEW $42.28 +62.2%
3374 NKTR PUT NEKTAR THERAPEUTICS Healthcare 9,000.0 $381K NEW $42.28 +62.2%
3375 NPCE NEUROPACE INC Healthcare 24,641.0 $380K NEW $15.44 +5.4%
3376 LILAK LIBERTY LATIN AMERICA LTD Communication Services 50,750.0 $379K NEW $7.46 +11.7%
3377 WMK WEIS MKTS INC Consumer Defensive 5,898.0 $378K NEW $64.09 +12.4%
3378 EPM EVOLUTION PETE CORP Energy 106,387.0 $377K NEW $3.54 +28.8%
3379 BLD PUT TOPBUILD CORP Industrials 900.0 $375K NEW $417.19 -1.4%
3380 VYGR VOYAGER THERAPEUTICS INC Healthcare 95,351.0 $375K NEW $3.93 -10.9%
Page 169 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%