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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 256 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5101 NBTX NANOBIOTIX Healthcare 16,869.0 $390K NEW $23.12 +73.8%
5102 WINA WINMARK CORP Consumer Cyclical 962.0 $390K NEW $404.94 -11.2%
5103 TDW PUT TIDEWATER INC NEW Energy 7,700.0 $389K NEW $50.51 +67.4%
5104 TRC TEJON RANCH CO Industrials 24,645.0 $389K NEW $15.77 +23.8%
5105 BCML BAYCOM CORP Financial Services 13,214.0 $388K NEW $29.40 +6.0%
5106 IXJ ISHARES TR 3,986.0 $388K NEW $97.40 -3.4%
5107 DIGITAL ASSET ACQUISITION CO 37,709.0 $388K NEW $10.29
5108 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 26,081.0 $388K NEW $14.87 +0.9%
5109 ALPS ALPS GROUP INC Healthcare 445,555.0 $387K NEW $0.87 -19.5%
5110 ELECTROVAYA INC 48,879.0 $386K NEW $7.90
5111 MGNI MAGNITE INC Communication Services 23,744.0 $385K NEW $16.23 -18.7%
5112 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 43,068.0 $385K NEW $8.93 -28.8%
5113 BZUN BAOZUN INC Consumer Cyclical 144,052.0 $383K NEW $2.66 -3.4%
5114 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 18,800.0 $383K NEW $20.35 -9.9%
5115 SHAK PUT SHAKE SHACK INC Consumer Cyclical 4,700.0 $381K NEW $81.17 -21.8%
5116 MGX METAGENOMI INC Healthcare 235,185.0 $381K NEW $1.62 -19.1%
5117 CRMT AMERICAS CAR-MART INC Consumer Cyclical 15,053.0 $380K NEW $25.26 -52.1%
5118 GUIDEWIRE SOFTWARE INC 345,000.0 $380K NEW $1.10
5119 KALV CALL KALVISTA PHARMACEUTICALS INC Healthcare 23,500.0 $380K NEW $16.15 +65.8%
5120 PAYS PAYSIGN INC Technology 73,658.0 $379K NEW $5.15 +23.1%
Page 256 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%