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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 171 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 DMRC DIGIMARC CORP NEW Technology 53,895.0 $354K NEW $6.56 +98.2%
3402 KINS KINGSTONE COS INC Financial Services 20,996.0 $353K NEW $16.83 -4.4%
3403 LYEL LYELL IMMUNOPHARMA INC Healthcare 11,480.0 $353K NEW $30.78 -43.1%
3404 PUT UNILEVER PLC 5,400.0 $353K NEW $65.40
3405 PUT BITFARMS LTD 150,000.0 $352K NEW $2.35
3406 OLMA CALL OLEMA PHARMACEUTICALS INC Healthcare 14,100.0 $352K NEW $25.00 -44.1%
3407 CLBK COLUMBIA FINL INC Financial Services 22,679.0 $352K NEW $15.54 +28.7%
3408 ECH CALL ISHARES INC 8,700.0 $351K NEW $40.40 +0.3%
3409 KRT KARAT PACKAGING INC Consumer Cyclical 15,516.0 $350K NEW $22.57 +18.0%
3410 FDN CALL FIRST TR EXCHANGE-TRADED FD 1,300.0 $350K NEW $269.18 +0.1%
3411 PSIX PUT POWER SOLUTIONS INTL INC Industrials 6,100.0 $349K NEW $57.14 -31.7%
3412 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 5,100.0 $348K NEW $68.23 +10.8%
3413 AEVA PUT AEVA TECHNOLOGIES INC Consumer Cyclical 26,200.0 $348K NEW $13.28 +60.4%
3414 VTOL BRISTOW GROUP INC Energy 9,454.0 $346K NEW $36.62 +19.0%
3415 APPS PUT DIGITAL TURBINE INC Technology 69,000.0 $345K NEW $5.00 -9.2%
3416 MSI CALL MOTOROLA SOLUTIONS INC Technology 900.0 $345K NEW $383.32 +3.0%
3417 CARR PUT CARRIER GLOBAL CORPORATION Industrials 6,500.0 $343K NEW $52.84 +17.9%
3418 AFYA AFYA LTD Consumer Defensive 22,184.0 $342K NEW $15.41 -9.0%
3419 ATLC ATLANTICUS HOLDINGS CORP Financial Services 5,106.0 $342K NEW $66.95 +18.9%
3420 ARKG PUT ARK ETF TR 11,800.0 $342K NEW $28.97 +3.9%
Page 171 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%