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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 93 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 TRGP PUT TARGA RES CORP Energy 3,100.0 $777K -1K -24.4% $250.73 +9.6%
1842 HENNESSY CAP INVT CORP VII 75,000.0 $776K -262K -77.8% $10.35
1843 GPRO GOPRO INC Technology 1,005,363.0 $774K -2.4M -70.8% $0.77 +29.9%
1844 IWO ISHARES TR 2,460.0 $772K -2K -45.9% $313.81 +12.6%
1845 BETA BETA TECHNOLOGIES INC Industrials 52,304.0 $769K -148K -73.9% $14.70 -0.7%
1846 LUMN PUT LUMEN TECHNOLOGIES INC Communication Services 110,000.0 $764K -2K -1.6% $6.95 +39.1%
1847 ACHR CALL ARCHER AVIATION INC Industrials 147,400.0 $762K -81K -35.6% $5.17 +14.3%
1848 UMC PUT UNITED MICROELECTRONICS CORP Technology 83,900.0 $753K -500.0 -0.6% $8.98 +90.6%
1849 PUBM PUBMATIC INC Technology 92,023.0 $753K -826K -90.0% $8.18 +21.1%
1850 APOS APOLLO GLOBAL MGMT INC Financial Services 6,730.0 $750K -9K -56.3% $111.42 -76.8%
1851 AFFIRM HLDGS INC 800,000.0 $747K -10.5M -92.9% $0.93
1852 FLNG FLEX LNG LTD Energy 25,033.0 $744K -67K -72.9% $29.71 +9.0%
1853 FRST PRIMIS FINANCIAL CORP Financial Services 55,938.0 $743K -32K -36.1% $13.28 +5.0%
1854 ATI CALL ATI INC Industrials 5,100.0 $742K -6K -51.9% $145.46 +3.4%
1855 LENNAR CORP 8,769.0 $738K -17K -65.5% $84.12
1856 EA CALL ELECTRONIC ARTS INC Communication Services 3,600.0 $734K -68K -95.0% $203.87 -1.4%
1857 BFST BUSINESS FIRST BANCSHARES IN Financial Services 27,135.0 $734K -35K -56.1% $27.04 +0.7%
1858 XRN CHIRON REAL ESTATE INC Financial Services 22,148.0 $733K -3K -11.0% $33.08 +3.1%
1859 FLXS FLEXSTEEL INDS INC Consumer Cyclical 16,194.0 $728K -24K -60.0% $44.94 +18.3%
1860 RJF RAYMOND JAMES FINL INC Financial Services 5,013.0 $726K -278K -98.2% $144.79 +6.7%
Page 93 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%