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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 29 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 KLRS KALARIS THERAPEUTICS INC Healthcare 59,534.0 $344K NEW $5.77 -18.5%
562 IYF ISHARES TR 2,862.0 $337K NEW $117.66 +3.3%
563 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 40,750.0 $335K NEW $8.22 +0.4%
564 CSL PUT CARLISLE COS INC Industrials 1,000.0 $334K NEW $333.62 -0.0%
565 EIC EAGLE POINT INCOME COMPANY I Financial Services 34,933.0 $330K NEW $9.44 +10.6%
566 PED PEDEVCO CORP Energy 20,340.0 $325K NEW $16.00 -3.8%
567 ZH ZHIHU INC Communication Services 113,200.0 $321K NEW $2.84 +10.6%
568 KEN KENON HLDGS LTD Utilities 3,853.0 $317K NEW $82.36 +2.7%
569 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 36,506.0 $316K NEW $8.67 -1.3%
570 BMO CALL BANK MONTREAL MEDIUM Financial Services 2,300.0 $311K NEW $135.34 +13.9%
571 TTAN CALL SERVICETITAN INC Technology 4,900.0 $311K NEW $63.46 -1.5%
572 NCSM NCS MULTISTAGE HLDGS INC Energy 4,940.0 $305K NEW $61.84 -30.3%
573 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,400.0 $305K NEW $47.63 -2.0%
574 COAL EXCHANGE TRADED CONCEPTS TRU 11,079.0 $304K NEW $27.44 -10.4%
575 UNITY SOFTWARE INC 300,000.0 $300K NEW $1.00
576 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,276.0 $299K NEW $24.39 -2.1%
577 ZETA PUT ZETA GLOBAL HOLDINGS CORP Technology 18,500.0 $295K NEW $15.92 +20.5%
578 CALL XEROX HOLDINGS CORP 3,224,279.0 $292K NEW $0.09
579 EWD ISHARES INC 5,977.0 $291K NEW $48.72 +2.8%
580 MTZ CALL MASTEC INC Industrials 900.0 $290K NEW $321.74 +19.8%
Page 29 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%