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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 133 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 CAL CALERES INC Consumer Cyclical 124,553.0 $1.5M 0.00% NEW $12.17 +10.9%
2642 AR CALL ANTERO RESOURCES CORP Energy 43,900.0 $1.5M 0.00% NEW $34.46 +6.6%
2643 ROIV CALL ROIVANT SCIENCES LTD Healthcare 69,600.0 $1.5M 0.00% NEW $21.70 +38.1%
2644 TCOM CALL TRIP COM GROUP LTD Consumer Cyclical 21,000.0 $1.5M 0.00% NEW $71.91 -35.5%
2645 FDS CALL FACTSET RESH SYS INC Financial Services 5,200.0 $1.5M 0.00% NEW $290.19 -20.1%
2646 FDS PUT FACTSET RESH SYS INC Financial Services 5,200.0 $1.5M 0.00% NEW $290.19 -20.1%
2647 AMGN PUT AMGEN INC Healthcare 4,600.0 $1.5M 0.00% NEW $327.31 +3.7%
2648 LNTH CALL LANTHEUS HLDGS INC Healthcare 22,600.0 $1.5M 0.00% NEW $66.55 +54.8%
2649 M CALL MACYS INC Consumer Cyclical 68,200.0 $1.5M 0.00% NEW $22.05 -6.3%
2650 WLFC WILLIS LEASE FIN CORP Industrials 11,086.0 $1.5M 0.00% NEW $135.64 +34.7%
2651 EDIT EDITAS MEDICINE INC Healthcare 733,483.0 $1.5M 0.00% NEW $2.05 +34.6%
2652 CCI CALL CROWN CASTLE INC Real Estate 16,900.0 $1.5M 0.00% NEW $88.87 +2.9%
2653 FATE FATE THERAPEUTICS INC Healthcare 1,527,986.0 $1.5M 0.00% NEW $0.98 +129.0%
2654 NN CALL NEXTNAV INC Communication Services 90,000.0 $1.5M 0.00% NEW $16.64 +30.6%
2655 MUB ISHARES TR 13,917.0 $1.5M 0.00% NEW $107.11 -0.9%
2656 SAFEHOLD INC 108,719.0 $1.5M 0.00% NEW $13.69
2657 FIVE PUT FIVE BELOW INC Consumer Cyclical 7,900.0 $1.5M 0.00% NEW $188.36 +16.5%
2658 NRG NRG ENERGY INC Utilities 9,341.0 $1.5M 0.00% NEW $159.24 -13.6%
2659 DOX AMDOCS LTD Technology 18,474.0 $1.5M 0.00% NEW $80.51 -22.2%
2660 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 36,318.0 $1.5M 0.00% NEW $40.74 -7.3%
Page 133 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%