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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 132 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 WCC WESCO INTL INC Industrials 24,141.0 $6.6M 0.00% +20K +533.6% $273.62 +33.5%
2622 ARKG PUT ARK ETF TR 250,000.0 $6.6M 0.00% NEW $26.42 +37.8%
2623 S CALL SENTINELONE INC Technology 511,500.0 $6.6M 0.00% +279K +119.6% $12.88 +14.4%
2624 LINC LINCOLN EDL SVCS CORP Consumer Defensive 161,582.0 $6.6M 0.00% -47K -22.7% $40.68 +21.3%
2625 ROOT INC 148,738.0 $6.6M 0.00% -72K -32.6% $44.17
2626 LPTH LIGHTPATH TECHNOLOGIES INC Technology 654,409.0 $6.6M 0.00% +342K +109.6% $10.03 +47.7%
2627 TALK TALKSPACE INC Healthcare 1,266,840.0 $6.6M 0.00% +999K +373.5% $5.17 +0.7%
2628 TRDA ENTRADA THERAPEUTICS INC Healthcare 519,356.0 $6.6M 0.00% +22K +4.3% $12.62 -44.0%
2629 ENGENE HOLDINGS INC 959,681.0 $6.5M 0.00% -540K -36.0% $6.81
2630 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,166,944.0 $6.5M 0.00% +512K +78.3% $5.60 -1.8%
2631 WAFD WAFD INC Financial Services 207,927.0 $6.5M 0.00% +138K +199.3% $31.40 +16.2%
2632 UAL CALL UNITED AIRLS HLDGS INC Industrials 70,900.0 $6.5M 0.00% -60K -46.0% $92.07 +28.9%
2633 MPC PUT MARATHON PETE CORP Energy 26,700.0 $6.5M 0.00% -346K -92.8% $244.18 +1.3%
2634 CDXS CODEXIS INC Healthcare 3,998,130.0 $6.5M 0.00% +863K +27.5% $1.63 +45.4%
2635 SUMA ACQUISITION CORP 650,000.0 $6.5M 0.00% NEW $10.02
2636 ROP PUT ROPER TECHNOLOGIES INC Industrials 18,400.0 $6.5M 0.00% $353.86 -8.1%
2637 SHEL CALL SHELL PLC Energy 70,000.0 $6.5M 0.00% +32K +85.2% $93.00 -14.3%
2638 TGB TASEKO MINES LTD Basic Materials 1,007,875.0 $6.5M 0.00% -2.3M -69.3% $6.45 +7.9%
2639 AVAV CALL AEROVIRONMENT INC Industrials 35,500.0 $6.5M 0.00% +500.0 +1.4% $183.05 -17.3%
2640 JBT MAREL CORPORATION 50,807.0 $6.5M 0.00% NEW $127.87
Page 132 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%