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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 30 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FXNC FIRST NATL CORP VA Financial Services 10,703.0 $288K NEW $26.92 +0.3%
582 DNLI CALL DENALI THERAPEUTICS INC Healthcare 15,000.0 $288K NEW $19.20 -5.6%
583 CGEM CALL CULLINAN THERAPEUTICS INC Healthcare 20,000.0 $284K NEW $14.21 -3.0%
584 SPXU PROSHARES TR 5,000.0 $284K NEW $56.74 -31.0%
585 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 204,728.0 $283K NEW $1.38 +19.4%
586 ENOR ISHARES TR 7,588.0 $280K NEW $36.95 +2.1%
587 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 3,300.0 $279K NEW $84.59 +103.2%
588 SHV ISHARES TR 2,503.0 $276K NEW $110.39 -0.1%
589 CTO CTO RLTY GROWTH INC NEW Real Estate 14,909.0 $276K NEW $18.49 +12.5%
590 SCHI SCHWAB STRATEGIC TR 12,089.0 $274K NEW $22.68 -1.4%
591 PFIS PEOPLES FINL SVCS CORP Financial Services 5,118.0 $273K NEW $53.33 +8.3%
592 CALL VENTURE GLOBAL INC 17,300.0 $273K NEW $15.76
593 IDCC PUT INTERDIGITAL INC Technology 900.0 $272K NEW $302.00 -13.3%
594 PEB PUT PEBBLEBROOK HOTEL TR Real Estate 21,500.0 $272K NEW $12.63 +13.8%
595 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 19,174.0 $271K NEW $14.13 +7.8%
596 FGBI FIRST GTY BANCSHARES INC Financial Services 33,280.0 $270K NEW $8.12 +8.6%
597 PLTK PUT PLAYTIKA HLDG CORP Technology 96,100.0 $267K NEW $2.78 +27.3%
598 COMSCORE INC 36,928.0 $256K NEW $6.94
599 VIRTUS CONVERTIBLE & INC FD 19,060.0 $256K NEW $13.41
600 OPTX SYNTEC OPTICS HLDGS INC Technology 36,166.0 $254K NEW $7.03 +7.7%
Page 30 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%