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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 17 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ACTIVATE ENERGY ACQUISIT COR 200,000.0 $2.0M 0.00% NEW $9.89
322 MESH MESHFLOW ACQUISITION CORP Financial Services 200,000.0 $2.0M 0.00% NEW $9.89 +1.0%
323 BITCOIN INFRASTRUCTURE ACQUI 196,560.0 $1.9M 0.00% NEW $9.92
324 GRC GORMAN RUPP CO Industrials 31,076.0 $1.9M 0.00% NEW $62.13 +15.6%
325 MEDP PUT MEDPACE HLDGS INC Healthcare 4,000.0 $1.9M 0.00% NEW $480.19 -12.4%
326 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 86,592.0 $1.9M 0.00% NEW $22.15 +22.8%
327 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 300,000.0 $1.9M 0.00% NEW $6.38 +18.7%
328 OPCH CALL OPTION CARE HEALTH INC Healthcare 70,000.0 $1.9M 0.00% NEW $26.92 -26.9%
329 FCFS PUT FIRSTCASH HOLDINGS INC Financial Services 10,000.0 $1.9M 0.00% NEW $188.00 +19.7%
330 ERO ERO COPPER CORP Basic Materials 70,214.0 $1.9M 0.00% NEW $26.67 +0.2%
331 ROBINHOOD VENTURES FD I 70,309.0 $1.9M 0.00% NEW $26.54
332 EIKN EIKON THERAPEUTICS INC Healthcare 175,627.0 $1.9M 0.00% NEW $10.58 +0.6%
333 FLNC PUT FLUENCE ENERGY INC Utilities 135,000.0 $1.9M 0.00% NEW $13.76 +42.0%
334 EGY VAALCO ENERGY INC Energy 292,510.0 $1.9M 0.00% NEW $6.34 -4.3%
335 CW CALL CURTISS WRIGHT CORP Industrials 2,700.0 $1.8M 0.00% NEW $681.12 +4.3%
336 ICLN ISHARES TR 100,209.0 $1.8M 0.00% NEW $18.29 +14.8%
337 HAFN HAFNIA LTD Industrials 239,329.0 $1.8M 0.00% NEW $7.60 +16.7%
338 PUK PRUDENTIAL PLC Financial Services 63,641.0 $1.8M 0.00% NEW $28.43 +8.6%
339 OGN CALL ORGANON & CO Healthcare 300,000.0 $1.8M 0.00% NEW $5.99 +124.0%
340 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 402,960.0 $1.8M 0.00% NEW $4.43 -8.1%
Page 17 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%