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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 50 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 UAA UNDER ARMOUR INC Consumer Cyclical 3,362,594.0 $19.9M 0.01% +1.9M +127.1% $5.91 -12.9%
982 SKYW SKYWEST INC Industrials 216,059.0 $19.8M 0.01% +5K +2.4% $91.83 -9.3%
983 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 206,900.0 $19.7M 0.01% +190K +1161.6% $95.41 +20.4%
984 RACE CALL FERRARI N V Consumer Cyclical 66,700.0 $19.7M 0.01% +62K +1207.8% $295.55 +15.7%
985 UBS UBS GROUP AG Financial Services 504,544.0 $19.7M 0.01% +281K +126.0% $39.07 +21.0%
986 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 1,976,425.0 $19.7M 0.01% +476K +31.8% $9.97 +0.8%
987 NEXT NEXTDECADE CORP Energy 2,553,841.0 $19.6M 0.01% +1.7M +188.2% $7.66 +10.3%
988 BOYD GROUP SERVICES INC 152,901.0 $19.5M 0.01% +47K +44.6% $127.75
989 RBLX PUT ROBLOX CORP Technology 345,200.0 $19.5M 0.01% +271K +367.8% $56.56 -19.0%
990 IYR ISHARES TR 206,361.0 $19.5M 0.01% +152K +277.7% $94.56 +8.5%
991 YUM YUM BRANDS INC Consumer Cyclical 125,468.0 $19.5M 0.01% +115K +1083.0% $155.48 -1.8%
992 MKTX CALL MARKETAXESS HLDGS INC Financial Services 118,200.0 $19.5M 0.01% +67K +130.9% $164.98 -17.4%
993 BURL PUT BURLINGTON STORES INC Consumer Cyclical 59,600.0 $19.4M 0.01% +42K +248.5% $325.38 -2.9%
994 DT CALL DYNATRACE INC Technology 524,300.0 $19.4M 0.01% +202K +62.9% $36.98 +5.9%
995 LNTH LANTHEUS HLDGS INC Healthcare 255,237.0 $19.4M 0.01% +81K +46.6% $75.85 +24.5%
996 CPA COPA HOLDINGS SA Industrials 170,350.0 $19.4M 0.01% +52K +44.5% $113.61 +20.6%
997 ZS PUT ZSCALER INC Technology 137,200.0 $19.2M 0.01% +107K +354.3% $140.29 +24.3%
998 SLB CALL SLB LIMITED Energy 373,400.0 $19.2M 0.01% +172K +84.9% $51.39 +11.5%
999 CF PUT CF INDUSTRIES HOLD Basic Materials 147,200.0 $19.1M 0.01% +90K +159.2% $129.84 -6.3%
1000 MAIN MAIN STR CAP CORP Financial Services 359,838.0 $19.1M 0.01% +113K +45.6% $52.96 -3.7%
Page 50 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%