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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 85 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 170,000.0 $6.2M 0.01% NEW $36.49 +5.2%
1682 O CALL REALTY INCOME CORP Real Estate 110,000.0 $6.2M 0.01% NEW $56.37 +10.0%
1683 PRU CALL PRUDENTIAL FINL INC Financial Services 54,800.0 $6.2M 0.01% NEW $112.88 -7.8%
1684 APA PUT APA CORPORATION Energy 252,500.0 $6.2M 0.01% NEW $24.46 +58.6%
1685 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 19,900.0 $6.2M 0.01% NEW $310.24 +19.0%
1686 PUT FLUTTER ENTMT PLC 28,700.0 $6.2M 0.01% NEW $215.04
1687 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 75,138.0 $6.2M 0.01% NEW $82.02 -21.7%
1688 AFRM PUT AFFIRM HLDGS INC Technology 82,700.0 $6.2M 0.01% NEW $74.43 -12.4%
1689 ENSG ENSIGN GROUP INC Healthcare 35,263.0 $6.1M 0.01% NEW $174.20 -1.3%
1690 ROST CALL ROSS STORES INC Consumer Cyclical 34,000.0 $6.1M 0.01% NEW $180.14 +30.3%
1691 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 183,490.0 $6.1M 0.01% NEW $33.37 +3.8%
1692 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 59,500.0 $6.1M 0.01% NEW $102.89 -27.9%
1693 NRG PUT NRG ENERGY INC Utilities 38,300.0 $6.1M 0.01% NEW $159.24 -13.6%
1694 CLSK CALL CLEANSPARK INC Technology 602,500.0 $6.1M 0.01% NEW $10.12 +57.8%
1695 STRL CALL STERLING INFRASTRUCTURE INC Industrials 19,900.0 $6.1M 0.01% NEW $306.23 +139.3%
1696 INTA INTAPP INC Technology 132,969.0 $6.1M 0.01% NEW $45.82 -55.5%
1697 MPC MARATHON PETE CORP Energy 37,457.0 $6.1M 0.01% NEW $162.63 +56.6%
1698 UAA UNDER ARMOUR INC Consumer Cyclical 1,225,674.0 $6.1M 0.01% NEW $4.97 +10.7%
1699 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 149,500.0 $6.1M 0.01% NEW $40.73 +18.7%
1700 HSBC PUT HSBC HLDGS PLC Financial Services 77,300.0 $6.1M 0.01% NEW $78.67 +17.0%
Page 85 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%