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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 47 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SNDR SCHNEIDER NATIONAL INC Industrials 256,870.0 $6.8M 0.00% -169K -39.6% $26.36 +27.5%
922 WM WASTE MGMT INC DEL Industrials 29,304.0 $6.7M 0.00% -562K -95.0% $229.79 -4.4%
923 DG CALL DOLLAR GEN CORP Consumer Defensive 56,500.0 $6.7M 0.00% -133K -70.2% $118.73 -11.5%
924 URGN UROGEN PHARMA LTD Healthcare 370,898.0 $6.7M 0.00% -248K -40.1% $17.98 +68.1%
925 DBV TECHNOLOGIES S A 318,959.0 $6.7M 0.00% -322K -50.2% $20.89
926 ASHR CALL DBX ETF TR 202,800.0 $6.6M 0.00% -1.4M -87.6% $32.64 +8.0%
927 BOOT BOOT BARN HLDGS INC Consumer Cyclical 45,209.0 $6.6M 0.00% -123K -73.1% $146.36 +5.6%
928 LINC LINCOLN EDL SVCS CORP Consumer Defensive 161,582.0 $6.6M 0.00% -47K -22.7% $40.68 +15.1%
929 ROOT INC 148,738.0 $6.6M 0.00% -72K -32.6% $44.17
930 ENGENE HOLDINGS INC 959,681.0 $6.5M 0.00% -540K -36.0% $6.81
931 UAL CALL UNITED AIRLS HLDGS INC Industrials 70,900.0 $6.5M 0.00% -60K -46.0% $92.07 +6.5%
932 MPC PUT MARATHON PETE CORP Energy 26,700.0 $6.5M 0.00% -346K -92.8% $244.18 +1.7%
933 TGB TASEKO MINES LTD Basic Materials 1,007,875.0 $6.5M 0.00% -2.3M -69.3% $6.45 +2.5%
934 GIC GLOBAL INDUSTRIAL COMPANY Industrials 206,013.0 $6.5M 0.00% -38K -15.7% $31.52 -7.7%
935 ETHA PUT ISHARES ETHEREUM TR Financial Services 409,100.0 $6.5M 0.00% -29K -6.6% $15.83 +2.0%
936 PSKY PARAMOUNT SKYDANCE CORP Communication Services 717,779.0 $6.5M 0.00% -7.8M -91.6% $9.02 +12.3%
937 MSA MSA SAFETY INC Industrials 39,436.0 $6.5M 0.00% -20K -34.1% $163.95 +2.8%
938 RDDT PUT REDDIT INC Communication Services 48,000.0 $6.5M 0.00% -116K -70.7% $134.65 +9.0%
939 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 70,000.0 $6.5M 0.00% -6K -7.5% $92.31 +0.0%
940 CYTK CYTOKINETICS INC Healthcare 97,959.0 $6.5M 0.00% -127K -56.5% $65.91 +18.4%
Page 47 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%