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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 121 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 SMR CALL NUSCALE PWR CORP Utilities 159,400.0 $2.3M 0.00% NEW $14.17 -19.5%
2402 QSR CALL RESTAURANT BRANDS INTL INC Consumer Cyclical 33,000.0 $2.3M 0.00% NEW $68.23 +10.5%
2403 UGP ULTRAPAR PARTICIPACOES SA Energy 596,782.0 $2.2M 0.00% NEW $3.77 +50.9%
2404 FG F&G ANNUITIES & LIFE INC Financial Services 72,897.0 $2.2M 0.00% NEW $30.85 -9.9%
2405 PRIM PUT PRIMORIS SVCS CORP Industrials 18,100.0 $2.2M 0.00% NEW $124.14 -5.3%
2406 SMR PUT NUSCALE PWR CORP Utilities 158,500.0 $2.2M 0.00% NEW $14.17 -19.5%
2407 DASH PUT DOORDASH INC Communication Services 9,900.0 $2.2M 0.00% NEW $226.48 -29.2%
2408 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 157,184.0 $2.2M 0.00% NEW $14.26 -11.6%
2409 NVMI PUT NOVA LTD Technology 6,800.0 $2.2M 0.00% NEW $328.39 +53.3%
2410 ACH OWENS & MINOR INC NEW Healthcare 797,377.0 $2.2M 0.00% NEW $2.80 +1.1%
2411 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 77,457.0 $2.2M 0.00% NEW $28.78 +80.1%
2412 AIP ARTERIS INC Technology 143,704.0 $2.2M 0.00% NEW $15.50 +134.1%
2413 BRCB CALL BLACK ROCK COFFEE BAR INC Consumer Defensive 100,000.0 $2.2M 0.00% NEW $22.25 -69.4%
2414 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 385,874.0 $2.2M 0.00% NEW $5.76 +60.2%
2415 SUNC SUNOCOCORP LLC Energy 45,089.0 $2.2M 0.00% NEW $49.28 +43.7%
2416 SITM SITIME CORP Technology 6,282.0 $2.2M 0.00% NEW $353.19 +106.3%
2417 NDAQ CALL NASDAQ INC Financial Services 22,800.0 $2.2M 0.00% NEW $97.13 -6.3%
2418 SMG SCOTTS MIRACLE-GRO CO Basic Materials 37,858.0 $2.2M 0.00% NEW $58.35 +1.4%
2419 NWL NEWELL BRANDS INC Consumer Defensive 592,705.0 $2.2M 0.00% NEW $3.72 -2.2%
2420 MCHI PUT ISHARES TR 36,700.0 $2.2M 0.00% NEW $60.07 -7.5%
Page 121 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%