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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 254 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5061 CMF ISHARES TR 7,242.0 $416K NEW $57.46 -1.2%
5062 BOLD EAGLE ACQUISITION CORP 1,300,000.0 $416K NEW $0.32
5063 LXFR LUXFER HLDGS PLC Industrials 30,744.0 $416K NEW $13.53 +17.6%
5064 GOTU GAOTU TECHEDU INC Consumer Defensive 178,957.0 $415K NEW $2.32 -22.0%
5065 RWT REDWOOD TRUST INC Real Estate 74,970.0 $415K NEW $5.53 -4.3%
5066 TDOC PUT TELADOC HEALTH INC Healthcare 59,200.0 $414K NEW $7.00 -7.4%
5067 SMP STANDARD MTR PRODS INC Consumer Cyclical 11,228.0 $414K NEW $36.85 +0.7%
5068 BUSE FIRST BUSEY CORP Financial Services 17,379.0 $413K NEW $23.79 +12.8%
5069 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 5,053.0 $412K NEW $81.50 +17.9%
5070 NWPX NWPX INFRASTRUCTURE INC Industrials 6,557.0 $410K NEW $62.49 +74.5%
5071 MPB MID PENN BANCORP INC Financial Services 13,205.0 $410K NEW $31.02 +5.2%
5072 KNTK KINETIK HOLDINGS INC Energy 11,358.0 $409K NEW $36.05 +39.1%
5073 MITK MITEK SYS INC Technology 38,707.0 $408K NEW $10.55 +45.6%
5074 TPB TURNING PT BRANDS INC Consumer Defensive 3,749.0 $406K NEW $108.40 -15.9%
5075 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 48,901.0 $406K NEW $8.31 -2.8%
5076 NCLH CALL NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 18,200.0 $406K NEW $22.32 -26.2%
5077 LNN LINDSAY CORP Industrials 3,438.0 $405K NEW $117.87 -7.4%
5078 PTON PUT PELOTON INTERACTIVE INC Consumer Cyclical 65,600.0 $404K NEW $6.16 -16.1%
5079 IMNM IMMUNOME INC Healthcare 18,796.0 $404K NEW $21.48 +6.9%
5080 TCRX TSCAN THERAPEUTICS INC Healthcare 403,618.0 $404K NEW $1.00 -0.5%
Page 254 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%