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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 68 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 MMS MAXIMUS INC Industrials 42,808.0 $2.7M 0.00% -152K -78.0% $64.10 -4.2%
1342 FCPT FOUR CORNERS PPTY TR INC Real Estate 115,851.0 $2.7M 0.00% -629K -84.5% $23.65 +5.7%
1343 BHE BENCHMARK ELECTRS INC Technology 48,866.0 $2.7M 0.00% -95K -66.0% $56.06 +47.1%
1344 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 42,469.0 $2.7M 0.00% -27K -38.8% $64.35 +1.8%
1345 USAU U S GOLD CORP Basic Materials 179,854.0 $2.7M 0.00% -163K -47.6% $15.19 +1.9%
1346 EQT PUT EQT CORP Energy 42,900.0 $2.7M 0.00% -20K -31.2% $63.64 -9.3%
1347 OLMA OLEMA PHARMACEUTICALS INC Healthcare 182,935.0 $2.7M 0.00% -316K -63.3% $14.91 -5.7%
1348 MEDP MEDPACE HLDGS INC Healthcare 5,676.0 $2.7M 0.00% -46K -89.1% $480.19 -10.4%
1349 CLNE CLEAN ENERGY FUELS CORP Energy 1,096,989.0 $2.7M 0.00% -211K -16.1% $2.48 -18.1%
1350 HCC WARRIOR MET COAL INC Energy 29,089.0 $2.7M 0.00% -52K -64.2% $93.15 -8.3%
1351 PFE PFIZER INC Healthcare 96,364.0 $2.7M 0.00% -1.9M -95.0% $28.08 -7.6%
1352 PLMR PALOMAR HLDGS INC Financial Services 22,584.0 $2.7M 0.00% -2K -8.9% $119.50 -3.1%
1353 CALL JBS N.V. 150,000.0 $2.7M 0.00% -100K -40.0% $17.96
1354 WSFS WSFS FINL CORP Financial Services 41,146.0 $2.7M 0.00% -195K -82.6% $65.46 +9.7%
1355 PAYO PAYONEER GLOBAL INC Technology 2,010,402.0 $2.7M 0.00% -2.7M -57.0% $1.34 +273.5%
1356 CNMD CONMED CORP Healthcare 75,909.0 $2.7M 0.00% -110K -59.2% $35.36 +4.7%
1357 ORI OLD REP INTL CORP Financial Services 67,186.0 $2.7M 0.00% -267K -79.9% $39.90 -0.6%
1358 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 74,700.0 $2.7M 0.00% -90K -54.6% $35.70 -11.8%
1359 EPAM EPAM SYS INC Technology 19,670.0 $2.7M 0.00% -599K -96.8% $135.40 -23.8%
1360 GIGCAPITAL7 CORP 250,000.0 $2.7M 0.00% -146K -36.8% $10.65
Page 68 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%