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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 115 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 RMBS RAMBUS INC DEL Technology 30,021.0 $2.8M 0.00% NEW $91.89 +71.9%
2282 FTAI AVIATION LTD 14,000.0 $2.8M 0.00% NEW $196.85
2283 JOBY CALL JOBY AVIATION INC Industrials 208,700.0 $2.8M 0.00% NEW $13.20 -14.3%
2284 MCD PUT MCDONALDS CORP Consumer Cyclical 9,000.0 $2.8M 0.00% NEW $305.63 -8.3%
2285 CTAS PUT CINTAS CORP Industrials 14,600.0 $2.7M 0.00% NEW $188.07 -9.2%
2286 SERV SERVE ROBOTICS INC Industrials 264,477.0 $2.7M 0.00% NEW $10.38 -11.8%
2287 HRI CALL HERC HLDGS INC Industrials 18,500.0 $2.7M 0.00% NEW $148.38 -11.6%
2288 ORC ORCHID IS CAP INC Real Estate 380,679.0 $2.7M 0.00% NEW $7.20 -5.2%
2289 EOSE EOS ENERGY ENTERPRISES INC Industrials 238,594.0 $2.7M 0.00% NEW $11.46 -23.8%
2290 EQT PUT EQT CORP Energy 51,000.0 $2.7M 0.00% NEW $53.60 +6.6%
2291 INSM PUT INSMED INC Healthcare 15,700.0 $2.7M 0.00% NEW $174.04 -38.1%
2292 PTON PUT PELOTON INTERACTIVE INC Consumer Cyclical 443,000.0 $2.7M 0.00% NEW $6.16 -6.6%
2293 AFL CALL AFLAC INC Financial Services 24,700.0 $2.7M 0.00% NEW $110.27 +6.5%
2294 DHT DHT HOLDINGS INC Energy 222,404.0 $2.7M 0.00% NEW $12.21 +41.0%
2295 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 35,400.0 $2.7M 0.00% NEW $76.67 +13.1%
2296 JMIA PUT JUMIA TECHNOLOGIES AG Consumer Cyclical 217,100.0 $2.7M 0.00% NEW $12.49 -42.9%
2297 O PUT REALTY INCOME CORP Real Estate 47,900.0 $2.7M 0.00% NEW $56.37 +10.1%
2298 TALO TALOS ENERGY INC Energy 244,037.0 $2.7M 0.00% NEW $11.02 +38.8%
2299 STRA STRATEGIC ED INC Consumer Defensive 33,525.0 $2.7M 0.00% NEW $80.20 -2.4%
2300 PUT TECHNIPFMC PLC 60,300.0 $2.7M 0.00% NEW $44.56
Page 115 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%