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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 19 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TYRA CALL TYRA BIOSCIENCES INC Healthcare 40,000.0 $1.5M 0.00% NEW $38.30 -6.9%
362 ENB PUT ENBRIDGE INC Energy 28,200.0 $1.5M 0.00% NEW $54.14 +4.1%
363 ESP ESPEY MFG & ELECTRS CORP Industrials 27,532.0 $1.5M 0.00% NEW $55.42 +8.8%
364 LGN LEGENCE CORP Industrials 26,882.0 $1.5M 0.00% NEW $56.46 +47.6%
365 OKLO CALL OKLO INC Utilities 30,400.0 $1.5M 0.00% NEW $49.59 +18.1%
366 TAP PUT MOLSON COORS BEVERAGE CO Consumer Defensive 35,000.0 $1.5M 0.00% NEW $43.06 -3.2%
367 BIII BLACK SPADE ACQUISITION III Financial Services 150,000.0 $1.5M 0.00% NEW $9.84 +0.6%
368 FRPT PUT FRESHPET INC Consumer Defensive 25,000.0 $1.5M 0.00% NEW $58.96 -17.8%
369 IGV ISHARES TR 18,400.0 $1.5M 0.00% NEW $80.05 +14.9%
370 CORN PUT TEUCRIUM COMMODITY TR Financial Services 80,000.0 $1.5M 0.00% NEW $18.40 +1.8%
371 PXED PHOENIX ED PARTNERS INC Consumer Defensive 46,169.0 $1.5M 0.00% NEW $31.46 -7.8%
372 CRUS CALL CIRRUS LOGIC INC Technology 10,000.0 $1.4M 0.00% NEW $144.62 +10.8%
373 EWT PUT ISHARES INC 20,000.0 $1.4M 0.00% NEW $70.92 +26.7%
374 ARCB ARCBEST CORP Industrials 14,400.0 $1.4M 0.00% NEW $98.36 +20.7%
375 FCCO FIRST CMNTY CORP S C Financial Services 47,936.0 $1.4M 0.00% NEW $29.23 +1.4%
376 CWCO CONSOLIDATED WATER CO INC Utilities 41,939.0 $1.4M 0.00% NEW $33.12 -13.5%
377 GSBC GREAT SOUTHN BANCORP INC Financial Services 21,129.0 $1.3M 0.00% NEW $63.13 +9.3%
378 EVR CALL EVERCORE INC Financial Services 4,400.0 $1.3M 0.00% NEW $298.51 +11.7%
379 STOK CALL STOKE THERAPEUTICS INC Healthcare 40,000.0 $1.3M 0.00% NEW $32.56 -10.8%
380 FRANKLIN XRP TRUST 88,661.0 $1.3M 0.00% NEW $14.59
Page 19 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%