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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 22 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 D. BORAL ARC ACQ I CORP. 100,651.0 $1.0M NEW $10.12
422 AGMB AGOMAB THERAPEUTICS NV Healthcare 95,233.0 $999K NEW $10.49 +0.2%
423 ELTX ELICIO THERAPEUTICS INC Healthcare 92,762.0 $992K NEW $10.69 -14.2%
424 PROMIS NEUROSCIENCES INC 77,921.0 $990K NEW $12.70
425 HII CALL HUNTINGTON INGALLS INDS INC Industrials 2,600.0 $988K NEW $379.90 -13.3%
426 FLEX CALL FLEXTRONICS INTL LTD Technology 15,000.0 $982K NEW $65.46 +98.2%
427 PLYX POLARYX THERAPEUTICS INC Healthcare 127,525.0 $964K NEW $7.56 -59.5%
428 ACNB ACNB CORP Financial Services 20,121.0 $963K NEW $47.87 +11.6%
429 VIG VANGUARD SPECIALIZED FUNDS 4,441.0 $955K NEW $215.06 +6.7%
430 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 12,200.0 $952K NEW $78.03 -1.3%
431 FSBC FIVE STAR BANCORP Financial Services 25,071.0 $946K NEW $37.72 +9.1%
432 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 1,600.0 $942K NEW $588.68 -5.6%
433 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 65,211.0 $936K NEW $14.36 -3.6%
434 GUARDIAN METAL RES PLC 52,708.0 $921K NEW $17.48
435 SLS CALL SELLAS LIFE SCIENCES GROUP I Healthcare 216,200.0 $915K NEW $4.23 +72.3%
436 EE EXCELERATE ENERGY INC Utilities 26,844.0 $897K NEW $33.42 +7.6%
437 CRNT CERAGON NETWORKS LTD Technology 415,191.0 $897K NEW $2.16 +16.2%
438 HIMALAYA SHIPPING LTD 67,367.0 $896K NEW $13.30
439 CYH CALL COMMUNITY HEALTH SYS INC NEW Healthcare 300,000.0 $882K NEW $2.94 -4.8%
440 LRN PUT STRIDE INC Consumer Defensive 10,000.0 $882K NEW $88.17 +1.9%
Page 22 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%