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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 187 of 194  ·  3,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 PNBK PATRIOT NATL BANCORP INC Financial Services 65,000.0 $118K NEW $1.82 -37.9%
3722 ARDT ARDENT HEALTH INC Healthcare 13,165.0 $116K NEW $8.83 +11.0%
3723 ARBE ARBE ROBOTICS LTD Technology 98,353.0 $116K NEW $1.18 -21.5%
3724 TSSI PUT TSS INC DEL Technology 16,200.0 $115K NEW $7.07 +51.2%
3725 SLDP PUT SOLID POWER INC Industrials 26,700.0 $113K NEW $4.25 -36.0%
3726 RPAY REPAY HLDGS CORP Technology 31,001.0 $113K NEW $3.65 -3.8%
3727 NVAX NOVAVAX INC Healthcare 16,435.0 $110K NEW $6.72 +34.8%
3728 FOSL FOSSIL GROUP INC Consumer Cyclical 28,605.0 $108K NEW $3.76 +8.0%
3729 WTI W & T OFFSHORE INC Energy 65,948.0 $107K NEW $1.63 +201.2%
3730 API AGORA INC Technology 26,000.0 $106K NEW $4.07 -5.7%
3731 GPMT GRANITE PT MTG TR INC Real Estate 43,668.0 $105K NEW $2.40 -45.8%
3732 GANX GAIN THERAPEUTICS INC Healthcare 32,480.0 $105K NEW $3.22 -50.6%
3733 MTA METALLA RTY & STREAMING LTD Basic Materials 13,287.0 $103K NEW $7.78 -15.4%
3734 CDXS CODEXIS INC Healthcare 63,089.0 $103K NEW $1.63 +50.9%
3735 CALL LITHIUM AMERS CORP NEW 23,500.0 $102K NEW $4.36
3736 NEOV NEOVOLTA INC Industrials 33,690.0 $102K NEW $3.04 -33.6%
3737 NKTX NKARTA INC Healthcare 55,168.0 $102K NEW $1.85 +44.9%
3738 DNUT CALL KRISPY KREME INC Consumer Defensive 25,300.0 $102K NEW $4.02 -21.4%
3739 SPRO SPERO THERAPEUTICS INC Healthcare 43,579.0 $102K NEW $2.33 +11.2%
3740 ONL ORION PROPERTIES INC Real Estate 44,708.0 $101K NEW $2.26 +28.8%
Page 187 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%