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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 109 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 CERIBELL INC 552,021.0 $10.1M 0.00% +353K +177.8% $18.33
2162 THO THOR INDS INC Consumer Cyclical 126,564.0 $10.1M 0.00% -4K -3.0% $79.89 -2.4%
2163 BKE BUCKLE INC Consumer Cyclical 200,415.0 $10.1M 0.00% +150K +299.6% $50.36 -4.5%
2164 NWL NEWELL BRANDS INC Consumer Defensive 2,929,425.0 $10.0M 0.00% +1.1M +56.4% $3.43 +5.8%
2165 ALT ALTIMMUNE INC Healthcare 3,258,191.0 $10.0M 0.00% +3.1M +1471.1% $3.08 -4.4%
2166 BE PUT BLOOM ENERGY CORP Industrials 73,900.0 $10.0M 0.00% -14K -16.2% $135.49 +126.8%
2167 GGB GERDAU SA Basic Materials 2,772,077.0 $10.0M 0.00% -733K -20.9% $3.61 +29.4%
2168 MET PUT METLIFE INC Financial Services 141,400.0 $10.0M 0.00% +8K +5.9% $70.72 +17.6%
2169 RAPP RAPPORT THERAPEUTICS INC Healthcare 319,552.0 $10.0M 0.00% +118K +58.3% $31.29 +27.1%
2170 FCF FIRST COMWLTH FINL CORP PA Financial Services 568,476.0 $10.0M 0.00% +162K +39.9% $17.58 +6.7%
2171 INDA CALL ISHARES TR 212,900.0 $10.0M 0.00% -2.3M -91.5% $46.84 +3.6%
2172 ITHAX ACQUISITION CORP III 1,000,000.0 $10.0M 0.00% $9.96
2173 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 150,649.0 $10.0M 0.00% +54K +56.1% $66.11 +5.4%
2174 NEOGENOMICS INC 10,863,000.0 $10.0M 0.00% NEW $0.92
2175 WLK WESTLAKE CORPORATION Basic Materials 84,997.0 $9.9M 0.00% -343K -80.1% $116.82 -23.9%
2176 RGLD PUT ROYAL GOLD INC Basic Materials 39,000.0 $9.9M 0.00% +32K +465.2% $254.49 -11.3%
2177 IDEA ACQUISITION CORP 1,000,000.0 $9.9M 0.00% NEW $9.91
2178 ANDE ANDERSONS INC Consumer Defensive 137,768.0 $9.9M 0.00% +97K +240.6% $71.78 -0.5%
2179 RB GLOBAL INC 102,990.0 $9.9M 0.00% -594K -85.2% $95.85
2180 BYRN BYRNA TECHNOLOGIES INC Industrials 1,074,836.0 $9.9M 0.00% +182K +20.3% $9.18 -38.0%
Page 109 of 282  ·  5,622 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%