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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 122 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 FOXA FOX CORP Communication Services 134,413.0 $7.8M 0.00% -273K -67.0% $58.40 +12.1%
2422 NTES CALL NETEASE COM INC Technology 70,000.0 $7.8M 0.00% +23K +47.7% $111.94 +10.7%
2423 STUBHUB HLDGS INC 1,252,090.0 $7.8M 0.00% +624K +99.2% $6.24
2424 HSBC CALL HSBC HLDGS PLC Financial Services 94,700.0 $7.8M 0.00% +55K +139.1% $82.49 +14.8%
2425 SCHL SCHOLASTIC CORP Communication Services 199,957.0 $7.8M 0.00% +190K +2012.2% $39.06 +5.6%
2426 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 295,479.0 $7.8M 0.00% -452K -60.5% $26.43 +8.9%
2427 CRTO CRITEO S A Communication Services 435,330.0 $7.8M 0.00% -358K -45.1% $17.93 -0.3%
2428 IMAX IMAX CORP Communication Services 205,336.0 $7.8M 0.00% +196K +2063.2% $38.01 +1.8%
2429 AFRM PUT AFFIRM HLDGS INC Technology 170,200.0 $7.8M 0.00% -24K -12.4% $45.82 +53.7%
2430 APOGEE THERAPEUTICS INC 92,592.0 $7.8M 0.00% -48K -34.2% $84.17
2431 ICFI ICF INTL INC Industrials 119,353.0 $7.8M 0.00% +91K +313.8% $65.29 +4.6%
2432 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 900,000.0 $7.8M 0.00% +500K +125.0% $8.65 +79.7%
2433 MANE VERADERMICS INC Healthcare 123,220.0 $7.8M 0.00% NEW $63.15 +58.2%
2434 JCAP JEFFERSON CAPITAL INC Financial Services 404,349.0 $7.8M 0.00% +222K +122.3% $19.23 -10.8%
2435 VERX VERTEX INC Technology 653,512.0 $7.8M 0.00% +631K +2769.4% $11.89 +5.5%
2436 SWK CALL STANLEY BLACK & DECKER INC Industrials 109,200.0 $7.8M 0.00% +91K +506.7% $71.06 +11.8%
2437 CANADIAN PACIFIC KANSAS CITY 98,733.0 $7.8M 0.00% -2.1M -95.6% $78.59
2438 EFC ELLINGTON FINANCIAL INC Real Estate 653,941.0 $7.7M 0.00% +489K +295.6% $11.85 +14.7%
2439 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 194,212.0 $7.7M 0.00% +181K +1372.3% $39.83 +20.7%
2440 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 35,800.0 $7.7M 0.00% -43K -54.3% $215.88 -31.8%
Page 122 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%