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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 82 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 UAL PUT UNITED AIRLS HLDGS INC Industrials 59,500.0 $6.7M 0.01% NEW $111.82 +3.3%
1622 BLK PUT BLACKROCK INC Financial Services 6,200.0 $6.6M 0.01% NEW $1070.34 -3.6%
1623 ENVX CALL ENOVIX CORPORATION Industrials 907,700.0 $6.6M 0.01% NEW $7.31 -8.9%
1624 TVTX TRAVERE THERAPEUTICS INC Healthcare 173,383.0 $6.6M 0.01% NEW $38.21 +36.2%
1625 MGY MAGNOLIA OIL & GAS CORP Energy 302,124.0 $6.6M 0.01% NEW $21.89 +26.2%
1626 BUR BURFORD CAP LTD Financial Services 739,039.0 $6.6M 0.01% NEW $8.92 -52.1%
1627 CHRD CHORD ENERGY CORPORATION Energy 71,093.0 $6.6M 0.01% NEW $92.70 +46.0%
1628 USFD PUT US FOODS HLDG CORP Consumer Defensive 87,400.0 $6.6M 0.01% NEW $75.32 +23.9%
1629 NMRA NEUMORA THERAPEUTICS INC. Healthcare 3,673,839.0 $6.6M 0.01% NEW $1.79 -0.6%
1630 FFIN FIRST FINL BANKSHARES INC Financial Services 220,030.0 $6.6M 0.01% NEW $29.87 +12.7%
1631 SIL GLOBAL X FDS 78,602.0 $6.6M 0.01% NEW $83.52 -2.2%
1632 ESRT EMPIRE ST RLTY TR INC Real Estate 1,004,215.0 $6.5M 0.01% NEW $6.52 -16.6%
1633 OMCL OMNICELL COM Healthcare 144,485.0 $6.5M 0.01% NEW $45.30 -16.5%
1634 ASX ASE TECHNOLOGY HLDG CO LTD Technology 405,881.0 $6.5M 0.01% NEW $16.10 +136.8%
1635 TIMB TIM S A Communication Services 335,835.0 $6.5M 0.01% NEW $19.45 +14.6%
1636 LAZ LAZARD INC Financial Services 134,480.0 $6.5M 0.01% NEW $48.56 -10.0%
1637 LEU PUT CENTRUS ENERGY CORP Energy 26,900.0 $6.5M 0.01% NEW $242.76 -33.0%
1638 INTR INTER & CO INC Financial Services 769,372.0 $6.5M 0.01% NEW $8.48 -32.0%
1639 DAC DANAOS CORPORATION Industrials 69,221.0 $6.5M 0.01% NEW $94.18 +39.4%
1640 AES PUT AES CORP Utilities 454,600.0 $6.5M 0.01% NEW $14.34 +2.4%
Page 82 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%