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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 4 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT PUT WALMART INC Consumer Defensive 3,342,900.0 $415.5M 0.17% +1.6M +95.7% $124.28 +6.6%
62 MA MASTERCARD INCORPORATED Financial Services 817,074.0 $408.3M 0.17% +549K +204.7% $499.66 -1.9%
63 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,947,023.0 $406.1M 0.17% +23.6M +986.6% $15.65 -0.9%
64 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 401,200.0 $399.8M 0.17% +130K +48.2% $996.43 +4.5%
65 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,545,442.0 $397.0M 0.17% +5.8M +780.2% $60.65 -6.0%
66 IEX IDEX CORP Industrials 1,995,944.0 $378.3M 0.16% +932K +87.6% $189.55 +11.5%
67 BP BP PLC Energy 7,799,720.0 $366.6M 0.15% +3.9M +99.7% $47.00 -5.6%
68 ORCL CALL ORACLE CORP Technology 2,486,500.0 $365.8M 0.15% +1.2M +95.8% $147.11 +33.0%
69 PEN PENUMBRA INC Healthcare 1,098,136.0 $360.6M 0.15% +420K +62.0% $328.37 -1.6%
70 QQQ INVESCO QQQ TR Financial Services 618,044.0 $356.7M 0.15% +21K +3.5% $577.18 +22.8%
71 OVV OVINTIV INC Energy 5,856,068.0 $347.6M 0.14% +163K +2.9% $59.36 -1.8%
72 UNH PUT UNITEDHEALTH GROUP INC Healthcare 1,279,900.0 $346.3M 0.14% +750K +141.5% $270.59 +47.5%
73 INTC PUT INTEL CORP Technology 7,806,200.0 $344.5M 0.14% +710K +10.0% $44.13 +162.7%
74 ALIBABA GROUP HLDG LTD 246,992,000.0 $343.3M 0.14% +45.6M +22.6% $1.39
75 STEP STEPSTONE GROUP INC Financial Services 7,173,424.0 $342.3M 0.14% +2.7M +61.0% $47.72 +15.5%
76 LRCX LAM RESEARCH CORP Technology 1,588,727.0 $339.4M 0.14% +480K +43.3% $213.66 +40.0%
77 VLO VALERO ENERGY CORP Energy 1,350,674.0 $333.7M 0.14% +1.3M +1850.8% $247.08 -0.9%
78 MSCI MSCI INC Financial Services 612,159.0 $330.0M 0.14% +126K +26.0% $539.01 +5.7%
79 XOM EXXON MOBIL CORP Energy 1,936,937.0 $328.6M 0.14% +1.1M +129.1% $169.66 -9.9%
80 PPL PPL CORP Utilities 8,586,178.0 $328.0M 0.14% +7.3M +582.2% $38.20 -6.3%
Page 4 of 115  ·  2,283 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 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%