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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 81 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 HLX HELIX ENERGY SOLUTIONS GRP I Energy 1,089,044.0 $6.8M 0.01% NEW $6.27 +60.8%
1602 PLD CALL PROLOGIS INC. Real Estate 53,400.0 $6.8M 0.01% NEW $127.66 +14.3%
1603 TXN PUT TEXAS INSTRS INC Technology 39,100.0 $6.8M 0.01% NEW $173.49 +78.2%
1604 NUTANIX INC 7,000,000.0 $6.8M 0.01% NEW $0.97
1605 GTX GARRETT MOTION INC Consumer Cyclical 388,022.0 $6.8M 0.01% NEW $17.43 +91.0%
1606 STNE CALL STONECO LTD Technology 456,900.0 $6.8M 0.01% NEW $14.79 -25.6%
1607 CENX CENTURY ALUM CO Basic Materials 172,408.0 $6.8M 0.01% NEW $39.18 +66.0%
1608 RPD RAPID7 INC Technology 443,655.0 $6.7M 0.01% NEW $15.20 -52.2%
1609 FN PUT FABRINET Technology 14,800.0 $6.7M 0.01% NEW $455.28 +54.6%
1610 SEAGATE HDD CAYMAN 2,000,000.0 $6.7M 0.01% NEW $3.36
1611 LPLA LPL FINL HLDGS INC Financial Services 18,778.0 $6.7M 0.01% NEW $357.17 -20.0%
1612 ABBV PUT ABBVIE INC Healthcare 29,300.0 $6.7M 0.01% NEW $228.49 -5.6%
1613 FMC PUT FMC CORP Basic Materials 482,500.0 $6.7M 0.01% NEW $13.87 -5.5%
1614 JBGS JBG SMITH PPTYS Real Estate 393,108.0 $6.7M 0.01% NEW $17.01 -14.7%
1615 AR PUT ANTERO RESOURCES CORP Energy 193,900.0 $6.7M 0.01% NEW $34.46 +6.6%
1616 SYF PUT SYNCHRONY FINANCIAL Financial Services 80,000.0 $6.7M 0.01% NEW $83.43 -13.9%
1617 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 46,800.0 $6.7M 0.01% NEW $142.50 +16.2%
1618 IT PUT GARTNER INC Technology 26,400.0 $6.7M 0.01% NEW $252.28 -36.6%
1619 TFC PUT TRUIST FINL CORP Financial Services 135,300.0 $6.7M 0.01% NEW $49.21 -1.7%
1620 IDCC PUT INTERDIGITAL INC Technology 20,900.0 $6.7M 0.01% NEW $318.38 -18.0%
Page 81 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%