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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 13 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CNMD CALL CONMED CORP Healthcare 100,000.0 $3.5M 0.00% NEW $35.36 +3.5%
242 ENPHASE ENERGY INC 3,938,000.0 $3.5M 0.00% NEW $0.89
243 ARCHIMEDES TECH SPAC PTNRS I 350,000.0 $3.5M 0.00% NEW $10.00
244 COLUMBUS CIRCLE CAP CORP II 350,000.0 $3.5M 0.00% NEW $9.99
245 ARROWHEAD PHARMACEUTICALS IN 3,375,000.0 $3.5M 0.00% NEW $1.03
246 VMET VERSAMET ROYALTIES CORP Financial Services 365,734.0 $3.5M 0.00% NEW $9.47 +19.6%
247 PINE ALPINE INCOME PPTY TR INC Real Estate 190,255.0 $3.4M 0.00% NEW $18.00 +5.6%
248 QNC QUANTUM EMOTION CORP Technology 1,492,036.0 $3.4M 0.00% NEW $2.28 +18.3%
249 LBRX LB PHARMACEUTICALS INC Healthcare 136,966.0 $3.4M 0.00% NEW $24.66 +12.5%
250 PICS NV 320,748.0 $3.4M 0.00% NEW $10.45
251 FROG CALL JFROG LTD Technology 71,300.0 $3.3M 0.00% NEW $46.93 +44.7%
252 COLOMBIER ACQUISITION CORP I 327,500.0 $3.3M 0.00% NEW $10.18
253 GLOBAL PMTS INC 3,773,000.0 $3.3M 0.00% NEW $0.88
254 CALL VIZSLA SILVER CORP 1,000,000.0 $3.3M 0.00% NEW $3.30
255 CLBT CELLEBRITE DI LTD Technology 232,027.0 $3.2M 0.00% NEW $13.78 -2.3%
256 KDEF EXCHANGE LISTED FDS TR 59,613.0 $3.1M 0.00% NEW $52.73 +0.5%
257 CBRE CALL CBRE GROUP INC Real Estate 22,900.0 $3.1M 0.00% NEW $135.46 -5.4%
258 ESLT CALL ELBIT SYS LTD Industrials 3,600.0 $3.1M 0.00% NEW $849.09 -10.4%
259 OMC PUT OMNICOM GROUP INC Communication Services 40,400.0 $3.0M 0.00% NEW $75.31 -2.9%
260 EMBJ CALL EMBRAER S.A. Industrials 51,100.0 $3.0M 0.00% NEW $59.34 -5.0%
Page 13 of 36  ·  710 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%