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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 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FDX CALL FEDEX CORP Industrials 47,300.0 $16.8M 0.01% -42K -47.0% $356.18 +5.3%
562 EL PUT LAUDER ESTEE COS INC Consumer Defensive 233,600.0 $16.8M 0.01% -28K -10.6% $71.77 +6.1%
563 TWST TWIST BIOSCIENCE CORP Healthcare 350,604.0 $16.7M 0.01% -1.1M -76.6% $47.52 +4.2%
564 MTD METTLER TOLEDO INTERNATIONAL Healthcare 13,152.0 $16.6M 0.01% -8K -39.0% $1261.20 -16.7%
565 TU PUT TELUS CORPORATION Communication Services 925,000.0 $16.5M 0.01% -250K -21.3% $17.88 -31.2%
566 BRBR BELLRING BRANDS INC Consumer Defensive 1,027,724.0 $16.5M 0.01% -470K -31.4% $16.09 -44.3%
567 SBLK STAR BULK CARRIERS CORP. Industrials 719,501.0 $16.5M 0.01% -168K -18.9% $22.97 +13.5%
568 HMY HARMONY GOLD MNG LTD Basic Materials 1,073,529.0 $16.5M 0.01% -354K -24.8% $15.37 +7.0%
569 LTM LATAM AIRLINES GROUP SA Industrials 333,624.0 $16.5M 0.01% -84K -20.1% $49.44 -6.5%
570 NEO NEOGENOMICS INC Healthcare 2,222,757.0 $16.5M 0.01% -3.0M -57.3% $7.42 +13.1%
571 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 148,391.0 $16.5M 0.01% -27K -15.5% $111.06 +9.7%
572 MILLROSE PPTYS INC 582,942.0 $16.3M 0.01% -714K -55.1% $28.00
573 LRMR LARIMAR THERAPEUTICS INC Healthcare 3,625,278.0 $16.3M 0.01% -1.6M -30.4% $4.50 -26.0%
574 XME CALL SPDR SERIES TRUST 150,400.0 $16.2M 0.01% -6K -3.6% $108.01 +4.8%
575 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 1,231,362.0 $16.2M 0.01% -499K -28.8% $13.16 +60.4%
576 CROX CROCS INC Consumer Cyclical 194,967.0 $16.2M 0.01% -6K -3.1% $83.02 +19.4%
577 ITT ITT INC Industrials 84,131.0 $16.0M 0.01% -236K -73.7% $190.53 +0.3%
578 MARA HOLDINGS INC 17,925,000.0 $15.9M 0.01% -3.4M -16.0% $0.89
579 BRX BRIXMOR PPTY GROUP INC Real Estate 552,503.0 $15.9M 0.01% -93K -14.4% $28.80 +5.6%
580 INMD INMODE LTD Healthcare 1,161,780.0 $15.9M 0.01% -617K -34.7% $13.68 +2.1%
Page 29 of 117  ·  2,325 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%