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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 37 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CSR CENTERSPACE Real Estate 189,713.0 $10.9M 0.01% -7K -3.6% $57.45 +17.3%
722 CATY CATHAY GEN BANCORP Financial Services 218,006.0 $10.9M 0.01% -44K -16.8% $49.86 +14.8%
723 CAPR CAPRICOR THERAPEUTICS INC Healthcare 356,354.0 $10.8M 0.01% -326K -47.8% $30.40 -2.7%
724 PNC CALL PNC FINL SVCS GROUP INC Financial Services 52,000.0 $10.8M 0.01% -7K -11.4% $208.09 +4.2%
725 NTB BANK OF N T BUTTERFIELD & SO Financial Services 205,784.0 $10.8M 0.00% -150K -42.2% $52.48 +6.9%
726 CMC COMMERCIAL METALS CO Basic Materials 175,798.0 $10.8M 0.00% -1.2M -87.2% $61.43 +15.1%
727 ABT CALL ABBOTT LABORATORIES Healthcare 105,000.0 $10.8M 0.00% -478K -82.0% $102.67 -14.5%
728 CRI CARTERS INC Consumer Cyclical 300,810.0 $10.8M 0.00% -402K -57.2% $35.76 +5.0%
729 GEHC PUT GE HEALTHCARE TECHNOLOGIES I Healthcare 151,000.0 $10.7M 0.00% -3K -1.7% $71.18 -9.6%
730 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 576,092.0 $10.7M 0.00% -227K -28.2% $18.64 -0.9%
731 SXC SUNCOKE ENERGY INC Energy 1,648,849.0 $10.7M 0.00% -51K -3.0% $6.51 +21.0%
732 CGNX COGNEX CORP Technology 218,455.0 $10.7M 0.00% -37K -14.3% $48.99 +31.2%
733 DHI CALL D R HORTON INC Consumer Cyclical 77,900.0 $10.7M 0.00% -60K -43.5% $137.22 +5.0%
734 OSPN ONESPAN INC Technology 1,009,376.0 $10.6M 0.00% -202K -16.7% $10.53 +21.7%
735 GIB CGI INC Technology 143,849.0 $10.5M 0.00% -32K -18.4% $73.01 -9.6%
736 PAM PAMPA ENERGIA SA Utilities 118,464.0 $10.5M 0.00% -94K -44.3% $88.50 -7.7%
737 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 69,800.0 $10.5M 0.00% -104K -59.9% $150.00 +0.8%
738 DVN PUT DEVON ENERGY CORP NEW Energy 208,000.0 $10.5M 0.00% -288K -58.1% $50.32 -6.4%
739 DOCS DOXIMITY INC Healthcare 448,782.0 $10.5M 0.00% -354K -44.1% $23.30 -16.8%
740 STRL STERLING INFRASTRUCTURE INC Industrials 25,641.0 $10.4M 0.00% -218K -89.5% $407.27 +84.6%
Page 37 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%