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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 38 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 APLE APPLE HOSPITALITY REIT INC Real Estate 1,870,328.0 $31.4M 0.01% +1.4M +325.6% $16.81 -0.8%
742 MLM MARTIN MARIETTA MATLS INC Basic Materials 54,131.0 $31.2M 0.01% +39K +264.2% $576.70 -7.2%
743 PSA PUBLIC STORAGE Real Estate 98,056.0 $31.2M 0.01% +67K +220.3% $318.31 +1.3%
744 BCPC BALCHEM CORP Basic Materials 184,563.0 $31.2M 0.01% +67K +57.3% $168.95 +7.3%
745 NATWEST GROUP PLC 1,765,776.0 $31.1M 0.01% +13K +0.7% $17.63
746 FSLR PUT FIRST SOLAR INC Energy 131,800.0 $31.1M 0.01% +54K +68.8% $235.96 -9.2%
747 STM CALL STMICROELECTRONICS N V Technology 413,200.0 $30.9M 0.01% +84K +25.4% $74.89 -32.5%
748 JOBY AVIATION INC 33,893,000.0 $30.9M 0.01% +7.8M +29.9% $0.91
749 FDS FACTSET RESH SYS INC Financial Services 134,039.0 $30.8M 0.01% +76K +129.3% $230.08 +30.4%
750 KR KROGER CO Consumer Defensive 551,074.0 $30.6M 0.01% +214K +63.7% $55.53 +4.3%
751 AVNT AVIENT CORPORATION Basic Materials 825,663.0 $30.5M 0.01% +594K +256.7% $36.96 +20.8%
752 MDB CALL MONGODB INC Technology 90,600.0 $30.4M 0.01% +18K +25.1% $335.90 +28.3%
753 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,312,620.0 $30.4M 0.01% +9K +0.7% $23.13 -15.9%
754 SYNAPTICS INC 20,400,000.0 $30.3M 0.01% +20.0M +5000.0% $1.49
755 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 168,776.0 $30.2M 0.01% +121K +253.3% $178.95 +21.2%
756 LITHIUM ARGENTINA AG 30,325,000.0 $30.0M 0.01% +4.1M +15.7% $0.99
757 PAYO PAYONEER GLOBAL INC Technology 5,656,799.0 $29.9M 0.01% +3.6M +181.4% $5.29 +34.4%
758 GFI GOLD FIELDS LTD Basic Materials 889,632.0 $29.9M 0.01% +779K +700.5% $33.59 +42.3%
759 SUPER MICRO COMPUTER INC 32,490,000.0 $29.9M 0.01% +11.0M +51.1% $0.92
760 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 2,201,345.0 $29.8M 0.01% +1.3M +148.1% $13.55 -1.8%
Page 38 of 101  ·  2,007 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 21.9%
Financial Services 15.9%
Industrials 14.8%
Healthcare 12.3%
Consumer Cyclical 8.4%
Communication Services 5.2%
Basic Materials 4.6%
Energy 4.5%
Real Estate 4.4%
Consumer Defensive 4.1%