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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 44 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 URI CALL UNITED RENTALS INC Industrials 25,600.0 $20.7M 0.02% NEW $809.32 +15.7%
862 MSFT PUT MICROSOFT CORP Technology 42,800.0 $20.7M 0.02% NEW $483.62 -13.3%
863 NEXTERA ENERGY INC 399,500.0 $20.7M 0.02% NEW $51.72
864 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 269,320.0 $20.6M 0.02% NEW $76.67 +12.6%
865 RPRX ROYALTY PHARMA PLC Healthcare 534,306.0 $20.6M 0.02% NEW $38.64 +37.3%
866 BTDR BITDEER TECHNOLOGIES GROUP Technology 1,841,367.0 $20.6M 0.02% NEW $11.21 +33.1%
867 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 144,800.0 $20.6M 0.02% NEW $142.50 +16.5%
868 BX PUT BLACKSTONE INC Financial Services 133,700.0 $20.6M 0.02% NEW $154.14 -23.1%
869 TOL TOLL BROTHERS INC Consumer Cyclical 152,288.0 $20.6M 0.02% NEW $135.22 +0.8%
870 VST PUT VISTRA CORP Utilities 127,300.0 $20.5M 0.02% NEW $161.33 -10.7%
871 DIA CALL SPDR DOW JONES INDL AVERAGE Financial Services 42,600.0 $20.5M 0.02% NEW $480.57 +4.7%
872 CALL NEBIUS GROUP N.V. 244,200.0 $20.4M 0.02% NEW $83.70
873 ASSEMBLY BIOSCIENCES INC 600,609.0 $20.4M 0.02% NEW $34.01
874 LRN STRIDE INC Consumer Defensive 314,229.0 $20.4M 0.02% NEW $64.93 +35.0%
875 WT WISDOMTREE INC Financial Services 1,673,058.0 $20.4M 0.02% NEW $12.19 +57.7%
876 RBLX ROBLOX CORP Technology 251,675.0 $20.4M 0.02% NEW $81.03 -43.5%
877 PAGAYA TECHNOLOGIES LTD 975,087.0 $20.4M 0.02% NEW $20.90
878 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 778,100.0 $20.4M 0.02% NEW $26.18 -40.1%
879 CIEN CALL CIENA CORP Technology 87,000.0 $20.3M 0.02% NEW $233.87 +151.1%
880 AAL PUT AMERICAN AIRLS GROUP INC Industrials 1,323,800.0 $20.3M 0.02% NEW $15.33 -11.4%
Page 44 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%