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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 60 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 Z CALL ZILLOW GROUP INC Communication Services 97,000.0 $4.0M 0.00% -4K -4.2% $41.38 -11.9%
1182 HXL HEXCEL CORP NEW Industrials 49,548.0 $4.0M 0.00% -595K -92.3% $80.93 +4.7%
1183 CAMT CAMTEK LTD Technology 26,414.0 $4.0M 0.00% -333K -92.7% $151.61 +5.9%
1184 CFFN CAPITOL FED FINL INC Financial Services 561,323.0 $4.0M 0.00% -76K -12.0% $7.13 +9.3%
1185 ALL PUT ALLSTATE CORP Financial Services 19,300.0 $4.0M 0.00% -13K -39.7% $207.34 +3.4%
1186 TS TENARIS S A Energy 68,723.0 $4.0M 0.00% -87K -56.0% $58.18 +4.3%
1187 TRV CALL TRAVELERS COMPANIES INC Financial Services 13,700.0 $4.0M 0.00% -10K -42.7% $291.68 +5.2%
1188 ALXO ALX ONCOLOGY HLDGS INC Healthcare 1,988,559.0 $4.0M 0.00% -1.2M -38.0% $2.01 -0.7%
1189 HUBS PUT HUBSPOT INC Technology 16,200.0 $4.0M 0.00% -21K -56.6% $244.10 -18.7%
1190 USLM UNITED STS LIME & MINERALS I Basic Materials 30,246.0 $4.0M 0.00% -11K -26.6% $130.61 -20.3%
1191 TKO TKO GROUP HOLDINGS INC Communication Services 19,573.0 $3.9M 0.00% -84K -81.2% $201.65 -3.7%
1192 EOG CALL EOG RES INC Energy 27,300.0 $3.9M 0.00% -44K -61.9% $144.57 -3.2%
1193 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 197,491.0 $3.9M 0.00% -20K -9.1% $19.93 +8.2%
1194 MSCI PUT MSCI INC Financial Services 7,300.0 $3.9M 0.00% -2K -23.2% $539.01 +8.0%
1195 BTU PEABODY ENGR CORP Energy 119,352.0 $3.9M 0.00% -777K -86.7% $32.95 -25.9%
1196 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 58,600.0 $3.9M 0.00% -14K -19.2% $67.07 +25.0%
1197 BBD BANCO BRADESCO S A Financial Services 1,072,215.0 $3.9M 0.00% -6.5M -85.9% $3.65 -2.5%
1198 AHR AMERICAN HEALTHCARE REIT INC Real Estate 82,978.0 $3.9M 0.00% -575K -87.4% $47.16 +6.3%
1199 GTES GATES INDL CORP PLC Industrials 171,573.0 $3.9M 0.00% -466K -73.1% $22.61 +6.5%
1200 PLD PUT PROLOGIS INC. Real Estate 29,300.0 $3.9M 0.00% -43K -59.5% $132.18 +9.5%
Page 60 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%