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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 186 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 RYZ RYERSON HLDG CORP Consumer Defensive 104,555.0 $2.6M 0.00% NEW $25.16 +10.8%
3702 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 123,809.0 $2.6M 0.00% NEW $21.23 +18.9%
3703 TBCH TURTLE BEACH CORP Technology 187,194.0 $2.6M 0.00% NEW $14.03 -9.5%
3704 ERII ENERGY RECOVERY INC Industrials 194,532.0 $2.6M 0.00% NEW $13.49 -35.7%
3705 AMERICAN COASTAL INS CORP 207,482.0 $2.6M 0.00% NEW $12.63
3706 DHT DHT HOLDINGS INC Energy 214,495.0 $2.6M 0.00% NEW $12.21 +38.5%
3707 CURI CURIOSITYSTREAM INC Communication Services 688,041.0 $2.6M 0.00% NEW $3.80 -27.4%
3708 UDMY UDEMY INC Consumer Defensive 446,590.0 $2.6M 0.00% NEW $5.85 -20.9%
3709 AON CALL AON PLC Financial Services 7,400.0 $2.6M 0.00% NEW $352.88 -9.7%
3710 INVEST GREEN ACQUISITION COR 260,000.0 $2.6M 0.00% NEW $10.03
3711 RSG PUT REPUBLIC SVCS INC Industrials 12,300.0 $2.6M 0.00% NEW $211.93 -3.0%
3712 AGX ARGAN INC Industrials 8,315.0 $2.6M 0.00% NEW $313.32 +115.0%
3713 CTBI COMMUNITY TR BANCORP INC Financial Services 46,077.0 $2.6M 0.00% NEW $56.50 +18.1%
3714 UPST CALL UPSTART HLDGS INC Financial Services 59,500.0 $2.6M 0.00% NEW $43.73 -29.8%
3715 EMR PUT EMERSON ELEC CO Industrials 19,600.0 $2.6M 0.00% NEW $132.72 +5.3%
3716 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 22,100.0 $2.6M 0.00% NEW $117.42 +136.6%
3717 HCAT HEALTH CATALYST INC Healthcare 1,084,843.0 $2.6M 0.00% NEW $2.39 -45.6%
3718 GNW GENWORTH FINL INC Financial Services 286,165.0 $2.6M 0.00% NEW $9.03 -2.1%
3719 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 82,118.0 $2.6M 0.00% NEW $31.43 +32.7%
3720 OEC ORION S.A. Basic Materials 487,960.0 $2.6M 0.00% NEW $5.28 +40.3%
Page 186 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%