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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 183 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 SKYT SKYWATER TECHNOLOGY INC Technology 10,922.0 $198K NEW $18.16 +88.8%
3642 TBPH CALL THERAVANCE BIOPHARMA INC Healthcare 10,500.0 $196K NEW $18.71 -13.1%
3643 GRPN PUT GROUPON INC Communication Services 11,100.0 $195K NEW $17.61 -3.9%
3644 ICLN ISHARES TR 11,879.0 $195K NEW $16.43 +27.8%
3645 LILA LIBERTY LATIN AMERICA LTD Communication Services 26,000.0 $192K NEW $7.39 -0.1%
3646 OEC ORION S.A. Basic Materials 36,208.0 $191K NEW $5.28 +27.1%
3647 SNBR SLEEP NUMBER CORP Consumer Cyclical 22,595.0 $191K NEW $8.46 -81.7%
3648 CNNE CANNAE HLDGS INC Consumer Cyclical 12,117.0 $191K NEW $15.73 -15.9%
3649 SND SMART SAND INC Energy 47,501.0 $190K NEW $4.00 +25.0%
3650 CALL FLAGSTAR BANK NATIONAL ASSOC 15,000.0 $189K NEW $12.59
3651 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 11,300.0 $188K NEW $16.66 +12.8%
3652 LAW CS DISCO INC Technology 24,171.0 $188K NEW $7.76 -53.2%
3653 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 94,628.0 $187K NEW $1.98 +145.5%
3654 GULF IS FABRICATION INC 15,576.0 $186K NEW $11.97
3655 PUT FLAGSTAR BANK NATIONAL ASSOC 14,700.0 $185K NEW $12.59
3656 RRGB RED ROBIN GOURMET BURGERS IN Consumer Cyclical 45,485.0 $184K NEW $4.05 -4.9%
3657 SVC CALL SERVICE PPTYS TR Real Estate 100,000.0 $184K NEW $1.84 -9.8%
3658 LAB STANDARD BIOTOOLS INC Healthcare 143,307.0 $183K NEW $1.28 -22.7%
3659 GRWG GROWGENERATION CORP Consumer Cyclical 122,275.0 $183K NEW $1.50 +4.7%
3660 STARZ ENTERTAINMENT CORP. 15,598.0 $182K NEW $11.70
Page 183 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%