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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 123 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 CNXN PC CONNECTION INC Technology 146,686.0 $8.5M 0.00% NEW $57.76 +20.6%
2442 AVAV CALL AEROVIRONMENT INC Industrials 35,000.0 $8.5M 0.00% NEW $241.89 -30.9%
2443 BLKB BLACKBAUD INC Technology 133,603.0 $8.5M 0.00% NEW $63.32 -57.7%
2444 BSAC BANCO SANTANDER CHILE NEW Financial Services 271,827.0 $8.5M 0.00% NEW $31.11 +5.5%
2445 WGS PUT GENEDX HOLDINGS CORP Healthcare 65,000.0 $8.5M 0.00% NEW $130.06 -53.4%
2446 WFG WEST FRASER TIMBER CO LTD Basic Materials 138,329.0 $8.5M 0.00% NEW $61.11 +14.4%
2447 CTAS CALL CINTAS CORP Industrials 44,800.0 $8.4M 0.00% NEW $188.07 -9.8%
2448 HELP CYBIN INC Healthcare 1,028,549.0 $8.4M 0.00% NEW $8.18 -44.0%
2449 DGX QUEST DIAGNOSTICS INC Healthcare 48,416.0 $8.4M 0.00% NEW $173.53 +14.0%
2450 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 719,393.0 $8.4M 0.00% NEW $11.67 +47.4%
2451 BN BROOKFIELD CORP Financial Services 182,790.0 $8.4M 0.00% NEW $45.89 -2.5%
2452 APARTMENT INVT & MGMT CO 1,410,786.0 $8.4M 0.00% NEW $5.94
2453 GNRC PUT GENERAC HLDGS INC Industrials 61,400.0 $8.4M 0.00% NEW $136.37 +96.7%
2454 BEAM BEAM THERAPEUTICS INC Healthcare 301,650.0 $8.4M 0.00% NEW $27.72 +17.2%
2455 NVCR NOVOCURE LTD Healthcare 646,666.0 $8.4M 0.00% NEW $12.93 +38.1%
2456 VIZSLA SILVER CORP 1,525,746.0 $8.4M 0.00% NEW $5.48
2457 CALL CONFLUENT INC 276,400.0 $8.4M 0.00% NEW $30.24
2458 IYT ISHARES TR 111,900.0 $8.3M 0.00% NEW $74.51 +11.8%
2459 BTU PUT PEABODY ENERGY CORP Energy 280,400.0 $8.3M 0.00% NEW $29.70 -13.6%
2460 ERAS ERASCA INC Healthcare 2,237,951.0 $8.3M 0.00% NEW $3.72 +275.8%
Page 123 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%