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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 65 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CASY CASEYS GEN STORES INC Consumer Cyclical 4,362.0 $3.2M 0.00% -49K -91.8% $727.86 +13.3%
1282 DQ DAQO NEW ENERGY CORP Technology 149,177.0 $3.2M 0.00% -66K -30.6% $21.27 -15.6%
1283 KB KB FINL GROUP INC Financial Services 31,771.0 $3.2M 0.00% -12K -27.5% $99.73 +5.2%
1284 ACHIEVE LIFE SCIENCE INC 1,077,338.0 $3.2M 0.00% -282K -20.7% $2.94
1285 YELP YELP INC Communication Services 128,006.0 $3.2M 0.00% -32K -20.0% $24.74 -9.2%
1286 CARR PUT CARRIER GLOBAL CORPORATION Industrials 56,100.0 $3.2M 0.00% -10K -15.6% $56.31 +10.4%
1287 BNTX BIONTECH SE Healthcare 35,372.0 $3.1M 0.00% -237K -87.0% $88.88 +2.3%
1288 BCAX BICARA THERAPEUTICS INC Healthcare 156,702.0 $3.1M 0.00% -278K -64.0% $19.89 +4.8%
1289 STAA STAAR SURGICAL CO Healthcare 165,508.0 $3.1M 0.00% -286K -63.3% $18.70 +76.7%
1290 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 55,819.0 $3.1M 0.00% -585K -91.3% $55.31 -39.5%
1291 PUT BUNGE GLOBAL SA 24,200.0 $3.1M 0.00% -17K -41.5% $127.20
1292 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 32,521.0 $3.0M 0.00% -23K -41.1% $93.48 -5.5%
1293 OBE OBSIDIAN ENERGY LTD Energy 318,946.0 $3.0M 0.00% -169K -34.6% $9.48 +30.0%
1294 KRT KARAT PACKAGING INC Consumer Cyclical 107,954.0 $3.0M 0.00% -76K -41.4% $27.92 -4.3%
1295 HL CALL HECLA MINING COMPANY Basic Materials 161,600.0 $3.0M 0.00% -402K -71.3% $18.63 -7.1%
1296 XME SPDR SERIES TRUST 27,873.0 $3.0M 0.00% -2K -5.2% $108.01 +6.8%
1297 SMBC SOUTHERN MO BANCORP INC Financial Services 47,045.0 $3.0M 0.00% -36K -43.3% $63.94 +7.2%
1298 VISN PUT VISTANCE NETWORKS INC Technology 164,800.0 $3.0M 0.00% -540K -76.6% $18.20 -36.1%
1299 CNC CALL CENTENE CORP DEL Healthcare 91,100.0 $3.0M 0.00% -205K -69.3% $32.74 +76.5%
1300 FEDERATED HERMES INC 52,518.0 $3.0M 0.00% -5K -9.5% $56.71
Page 65 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%