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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 71 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 KBE SPDR SERIES TRUST 154,000.0 $9.3M 0.01% NEW $60.69 +4.6%
1402 CENTRAIS ELET BRAS SA 1,016,033.0 $9.3M 0.01% NEW $9.16
1403 HCA CALL HCA HEALTHCARE INC Healthcare 19,900.0 $9.3M 0.01% NEW $466.86 -15.9%
1404 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 16,000.0 $9.3M 0.01% NEW $579.45 -22.0%
1405 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 2,847,799.0 $9.3M 0.01% NEW $3.25 +37.8%
1406 REAL THE REALREAL INC Consumer Cyclical 584,980.0 $9.2M 0.01% NEW $15.78 -40.2%
1407 ARIS ARIS MNG CORP Basic Materials 568,375.0 $9.2M 0.01% NEW $16.23 +6.6%
1408 ZETA ZETA GLOBAL HOLDINGS CORP Technology 452,966.0 $9.2M 0.01% NEW $20.35 -9.9%
1409 LITE CALL LUMENTUM HLDGS INC Technology 25,000.0 $9.2M 0.01% NEW $368.59 +161.7%
1410 ZBIO ZENAS BIOPHARMA INC Healthcare 368,400.0 $9.2M 0.01% NEW $25.01 -21.8%
1411 BBSI BARRETT BUSINESS SVCS INC Industrials 253,907.0 $9.2M 0.01% NEW $36.21 -14.3%
1412 AIG PUT AMERICAN INTL GROUP INC Financial Services 107,400.0 $9.2M 0.01% NEW $85.55 -8.1%
1413 KRE SPDR SERIES TRUST 141,700.0 $9.2M 0.01% NEW $64.81 +6.8%
1414 AMT CALL AMERICAN TOWER CORP NEW Real Estate 52,300.0 $9.2M 0.01% NEW $175.57 +4.7%
1415 AI CALL C3 AI INC Technology 680,700.0 $9.2M 0.01% NEW $13.48 -30.8%
1416 VSAT VIASAT INC Technology 266,173.0 $9.2M 0.01% NEW $34.46 +118.4%
1417 NBP NOVABRIDGE BIOSCIENCES Healthcare 2,298,501.0 $9.1M 0.01% NEW $3.98 -55.3%
1418 MOH CALL MOLINA HEALTHCARE INC Healthcare 52,400.0 $9.1M 0.01% NEW $173.54 +4.4%
1419 ABNB PUT AIRBNB INC Consumer Cyclical 67,000.0 $9.1M 0.01% NEW $135.72 -1.1%
1420 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 314,700.0 $9.1M 0.01% NEW $28.85 +94.9%
Page 71 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%