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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 83 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 IP INTERNATIONAL PAPER CO Consumer Cyclical 165,152.0 $6.5M 0.01% NEW $39.39 -20.6%
1642 MRK PUT MERCK & CO INC Healthcare 61,800.0 $6.5M 0.01% NEW $105.26 +16.3%
1643 PCAR CALL PACCAR INC Industrials 59,400.0 $6.5M 0.01% NEW $109.51 -0.1%
1644 IWP PUT ISHARES TR 47,500.0 $6.5M 0.01% NEW $136.94 +1.8%
1645 GNW GENWORTH FINL INC Financial Services 720,212.0 $6.5M 0.01% NEW $9.03 +0.4%
1646 SYY PUT SYSCO CORP Consumer Defensive 88,200.0 $6.5M 0.01% NEW $73.69 +3.5%
1647 BRIGHTSPRING HEALTH SVCS INC 51,150.0 $6.5M 0.01% NEW $126.83
1648 CSIQ CALL CANADIAN SOLAR INC Energy 272,900.0 $6.5M 0.01% NEW $23.77 -20.6%
1649 SNPS CALL SYNOPSYS INC Technology 13,800.0 $6.5M 0.01% NEW $469.72 +11.7%
1650 QIAGEN NV 144,023.0 $6.5M 0.01% NEW $44.97
1651 EWC PUT ISHARES INC 119,700.0 $6.5M 0.01% NEW $53.93 +8.5%
1652 JD CALL JD.COM INC Consumer Cyclical 224,800.0 $6.5M 0.01% NEW $28.70 +6.3%
1653 AMN AMN HEALTHCARE SVCS INC Healthcare 408,932.0 $6.4M 0.01% NEW $15.76 +75.5%
1654 DYN DYNE THERAPEUTICS INC Healthcare 329,345.0 $6.4M 0.01% NEW $19.56 -11.2%
1655 MPWR CALL MONOLITHIC PWR SYS INC Technology 7,100.0 $6.4M 0.01% NEW $906.36 +75.4%
1656 EGO ELDORADO GOLD CORP NEW Basic Materials 178,678.0 $6.4M 0.01% NEW $35.92 -12.7%
1657 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 205,239.0 $6.4M 0.01% NEW $31.22 +6.4%
1658 DVN PUT DEVON ENERGY CORP NEW Energy 174,900.0 $6.4M 0.01% NEW $36.63 +28.9%
1659 NPK INTERNATIONAL INC 537,031.0 $6.4M 0.01% NEW $11.92
1660 CVI CVR ENERGY INC Energy 250,533.0 $6.4M 0.01% NEW $25.44 +27.6%
Page 83 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%