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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 64 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FEZ CALL SPDR INDEX SHS FDS 53,500.0 $3.3M 0.00% -632K -92.2% $62.08 +8.7%
1262 LAUR LAUREATE ED INC Consumer Defensive 94,852.0 $3.3M 0.00% -340K -78.2% $34.84 -5.4%
1263 CLS PUT CELESTICA INC Technology 11,700.0 $3.3M 0.00% -81K -87.3% $281.68 +25.9%
1264 PCG PUT PG&E CORP Utilities 187,300.0 $3.3M 0.00% -13K -6.4% $17.57 -6.4%
1265 PTLO PORTILLOS INC Consumer Cyclical 621,416.0 $3.3M 0.00% -1.7M -72.7% $5.29 -26.3%
1266 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 58,000.0 $3.3M 0.00% -100K -63.3% $56.49 -4.2%
1267 VCTR VICTORY CAP HLDGS INC DEL Financial Services 49,979.0 $3.3M 0.00% -45K -47.5% $65.48 +27.7%
1268 SAP SAP SE Technology 19,046.0 $3.3M 0.00% -378K -95.2% $171.21 +5.1%
1269 IOT CALL SAMSARA INC Technology 102,700.0 $3.3M 0.00% -16K -13.1% $31.69 -4.9%
1270 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 35,600.0 $3.3M 0.00% -49K -57.8% $91.37 -16.3%
1271 UPBOUND GROUP INC 179,399.0 $3.2M 0.00% -212K -54.2% $18.05
1272 GLPG GALAPAGOS NV Healthcare 107,912.0 $3.2M 0.00% -231K -68.2% $30.00 -7.4%
1273 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 33,500.0 $3.2M 0.00% -227K -87.1% $96.47 +2.3%
1274 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 224,428.0 $3.2M 0.00% -4K -1.8% $14.35 -22.1%
1275 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 18,700.0 $3.2M 0.00% -38K -66.8% $171.43 -4.9%
1276 FRSH FRESHWORKS INC Technology 398,670.0 $3.2M 0.00% -2.5M -86.2% $8.03 +13.0%
1277 QFIN QFIN HOLDINGS INC Financial Services 247,638.0 $3.2M 0.00% -317K -56.1% $12.91 -2.7%
1278 GTEN GORES HLDGS X INC Financial Services 312,000.0 $3.2M 0.00% -197K -38.7% $10.24 +1.1%
1279 WTI W & T OFFSHORE INC Energy 935,067.0 $3.2M 0.00% -1.9M -66.8% $3.41 +31.4%
1280 RBRK CALL RUBRIK INC. Technology 64,900.0 $3.2M 0.00% -22K -25.2% $48.97 +36.6%
Page 64 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%