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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 127 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 IREN PUT IREN LIMITED Financial Services 210,100.0 $7.9M 0.00% NEW $37.77 +57.2%
2522 EQT CALL EQT CORP Energy 148,000.0 $7.9M 0.00% NEW $53.60 -5.2%
2523 BROS CALL DUTCH BROS INC Consumer Cyclical 129,500.0 $7.9M 0.00% NEW $61.22 +13.2%
2524 LCID PUT LUCID GROUP INC Consumer Cyclical 750,000.0 $7.9M 0.00% NEW $10.57 -51.5%
2525 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 60,116.0 $7.9M 0.00% NEW $131.84 -37.3%
2526 BW BABCOCK & WILCOX ENTERPRISES Industrials 1,250,101.0 $7.9M 0.00% NEW $6.34 +167.8%
2527 PSEC PROSPECT CAP CORP Financial Services 3,058,430.0 $7.9M 0.00% NEW $2.59 -13.5%
2528 MAGNITE INC 8,000,000.0 $7.9M 0.00% NEW $0.99
2529 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 395,400.0 $7.9M 0.00% NEW $20.00 +39.6%
2530 RIO CALL RIO TINTO PLC Basic Materials 98,500.0 $7.9M 0.00% NEW $80.03 +26.0%
2531 AWR AMER STATES WTR CO Utilities 108,748.0 $7.9M 0.00% NEW $72.48 +7.3%
2532 VTEX VTEX Technology 2,091,811.0 $7.9M 0.00% NEW $3.76 -4.4%
2533 INTEGRA RES CORP 1,954,804.0 $7.8M 0.00% NEW $4.02
2534 MAGN MAGNERA CORP Industrials 518,044.0 $7.8M 0.00% NEW $15.14 -21.0%
2535 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 138,400.0 $7.8M 0.00% NEW $56.62 +3.3%
2536 TNK TEEKAY TANKERS LTD Energy 146,378.0 $7.8M 0.00% NEW $53.42 +38.1%
2537 KR CALL KROGER CO Consumer Defensive 125,000.0 $7.8M 0.00% NEW $62.48 -7.9%
2538 ZG ZILLOW GROUP INC Communication Services 114,418.0 $7.8M 0.00% NEW $68.23 -52.1%
2539 PYROPHYTE ACQUISITION CORP. 775,000.0 $7.8M 0.00% NEW $10.06
2540 SAFT SAFETY INS GROUP INC Financial Services 100,000.0 $7.8M 0.00% NEW $77.91 -9.8%
Page 127 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%