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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 180 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 FROG PUT JFROG LTD Technology 3,700.0 $231K NEW $62.46 +8.7%
3582 CALL JAMES HARDIE INDS PLC 11,100.0 $230K NEW $20.75
3583 NG CALL NOVAGOLD RES INC Basic Materials 24,700.0 $230K NEW $9.32 -14.1%
3584 XLRE PUT SELECT SECTOR SPDR TR 5,700.0 $230K NEW $40.35 +8.9%
3585 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 5,927.0 $230K NEW $38.80 +2.9%
3586 BHB BAR HBR BANKSHARES Financial Services 7,390.0 $229K NEW $31.05 +9.4%
3587 GLDG GOLDMINING INC Basic Materials 182,973.0 $229K NEW $1.25 -13.7%
3588 AVIR ATEA PHARMACEUTICALS INC Healthcare 63,905.0 $228K NEW $3.57 +16.2%
3589 PII CALL POLARIS INC Consumer Cyclical 3,600.0 $228K NEW $63.25 +1.2%
3590 NTNX PUT NUTANIX INC Technology 4,400.0 $227K NEW $51.69 -8.2%
3591 MIR PUT MIRION TECHNOLOGIES INC Industrials 9,700.0 $227K NEW $23.42 -23.0%
3592 TG TREDEGAR CORP Industrials 31,553.0 $227K NEW $7.18 +3.8%
3593 ENSG CALL ENSIGN GROUP INC Healthcare 1,300.0 $226K NEW $174.20 +1.4%
3594 TRDA ENTRADA THERAPEUTICS INC Healthcare 21,871.0 $225K NEW $10.28 -42.7%
3595 HTH HILLTOP HOLDINGS INC Financial Services 6,581.0 $223K NEW $33.94 +8.4%
3596 ROP CALL ROPER TECHNOLOGIES INC Industrials 500.0 $223K NEW $445.13 -25.6%
3597 XXI TWENTY ONE CAP INC Financial Services 25,379.0 $222K NEW $8.76 -13.0%
3598 LMND PUT LEMONADE INC Financial Services 3,100.0 $221K NEW $71.18 -23.5%
3599 NVS PUT NOVARTIS AG Healthcare 1,600.0 $221K NEW $137.87 +8.2%
3600 GTLS CHART INDS INC Industrials 1,066.0 $220K NEW $206.23 +0.5%
Page 180 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%