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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 120 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 DAVE INC 10,452.0 $2.3M 0.00% NEW $221.41
2382 CALL BIOHAVEN LTD 204,800.0 $2.3M 0.00% NEW $11.29
2383 COPX CALL GLOBAL X FDS 32,200.0 $2.3M 0.00% NEW $71.79 +21.0%
2384 EWC CALL ISHARES INC 42,800.0 $2.3M 0.00% NEW $53.93 +8.7%
2385 DAVA ENDAVA PLC Technology 364,360.0 $2.3M 0.00% NEW $6.32 -48.3%
2386 CALL OUSTER INC 106,300.0 $2.3M 0.00% NEW $21.64
2387 NTR CALL NUTRIEN LTD Basic Materials 37,200.0 $2.3M 0.00% NEW $61.72 +14.0%
2388 PRDO PERDOCEO ED CORP Consumer Defensive 78,159.0 $2.3M 0.00% NEW $29.33 +14.7%
2389 TOST PUT TOAST INC Technology 64,500.0 $2.3M 0.00% NEW $35.51 -33.4%
2390 IVE ISHARES TR 10,798.0 $2.3M 0.00% NEW $212.07 +7.4%
2391 AG FIRST MAJESTIC SILVER CORP Basic Materials 137,661.0 $2.3M 0.00% NEW $16.62 +21.2%
2392 MDT PUT MEDTRONIC PLC Healthcare 23,800.0 $2.3M 0.00% NEW $96.06 -19.1%
2393 SFBS SERVISFIRST BANCSHARES INC Financial Services 31,780.0 $2.3M 0.00% NEW $71.79 +8.5%
2394 NWS NEWS CORP NEW Communication Services 76,964.0 $2.3M 0.00% NEW $29.63 +0.8%
2395 APLD APPLIED DIGITAL CORP Technology 92,915.0 $2.3M 0.00% NEW $24.52 +87.3%
2396 INVA INNOVIVA INC Healthcare 113,805.0 $2.3M 0.00% NEW $19.99 +14.4%
2397 MATIV HOLDINGS INC 186,917.0 $2.3M 0.00% NEW $12.15
2398 INOD PUT INNODATA INC Technology 44,400.0 $2.3M 0.00% NEW $50.95 +89.7%
2399 MDLZ MONDELEZ INTL INC Consumer Defensive 42,000.0 $2.3M 0.00% NEW $53.83 +14.5%
2400 EVH EVOLENT HEALTH INC Healthcare 564,954.0 $2.3M 0.00% NEW $4.00 -3.4%
Page 120 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%