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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 244 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4861 NUAI NEW ERA ENERGY & DIGITAL INC Energy 194,520.0 $570K NEW $2.93 +43.7%
4862 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 22,400.0 $569K NEW $25.40 +25.2%
4863 PROCAP ACQUISITION CORP 55,556.0 $569K NEW $10.24
4864 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 77,462.0 $569K NEW $7.34 +24.7%
4865 PODD PUT INSULET CORP Healthcare 2,000.0 $568K NEW $284.24 -44.9%
4866 ATI PUT ATI INC Industrials 4,900.0 $562K NEW $114.76 +39.8%
4867 HRMY CALL HARMONY BIOSCIENCES HLDGS IN Healthcare 15,000.0 $561K NEW $37.42 -18.5%
4868 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 46,455.0 $561K NEW $12.08 +15.3%
4869 SAIC SCIENCE APPLICATIONS INTL CO Technology 5,569.0 $561K NEW $100.66 -4.1%
4870 TOYO CO LTD 95,578.0 $560K NEW $5.86
4871 LNKB LINKBANCORP INC Financial Services 67,798.0 $560K NEW $8.26 +5.2%
4872 SENS SENSEONICS HLDGS INC Healthcare 101,288.0 $559K NEW $5.52 +3.4%
4873 YUMC CALL YUM CHINA HLDGS INC Consumer Cyclical 11,700.0 $559K NEW $47.74 -4.6%
4874 DINO PUT HF SINCLAIR CORP Energy 12,100.0 $558K NEW $46.08 +48.4%
4875 NOBL PROSHARES TR 5,340.0 $556K NEW $104.07 +3.1%
4876 MUX CALL MCEWEN INC. Basic Materials 30,000.0 $555K NEW $18.51 +15.3%
4877 NERV MINERVA NEUROSCIENCES INC Healthcare 137,911.0 $554K NEW $4.02 +31.8%
4878 ACWI ISHARES TR 3,909.0 $553K NEW $141.49 +10.0%
4879 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 21,938.0 $550K NEW $25.09 +3.3%
4880 SPLV INVESCO EXCH TRADED FD TR II 7,694.0 $550K NEW $71.42 +3.2%
Page 244 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%