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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 133 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 GIC GLOBAL INDUSTRIAL COMPANY Industrials 206,013.0 $6.5M 0.00% -38K -15.7% $31.52 +4.1%
2642 ASSEMBLY BIOSCIENCES INC 233,650.0 $6.5M 0.00% +135K +137.9% $27.75
2643 ETHA PUT ISHARES ETHEREUM TR Financial Services 409,100.0 $6.5M 0.00% -29K -6.6% $15.83 -17.5%
2644 PSKY PARAMOUNT SKYDANCE CORP Communication Services 717,779.0 $6.5M 0.00% -7.8M -91.6% $9.02 +9.6%
2645 MSA MSA SAFETY INC Industrials 39,436.0 $6.5M 0.00% -20K -34.1% $163.95 +0.0%
2646 RDDT PUT REDDIT INC Communication Services 48,000.0 $6.5M 0.00% -116K -70.7% $134.65 +26.6%
2647 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 70,000.0 $6.5M 0.00% -6K -7.5% $92.31 -7.2%
2648 X3 ACQUISITION CORP LTD 650,000.0 $6.5M 0.00% NEW $9.94
2649 GKOS CALL GLAUKOS CORP Healthcare 60,000.0 $6.5M 0.00% NEW $107.66 +21.9%
2650 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 4,892,318.0 $6.5M 0.00% +548K +12.6% $1.32 -0.0%
2651 CYTK CYTOKINETICS INC Healthcare 97,959.0 $6.5M 0.00% -127K -56.5% $65.91 +20.1%
2652 AON AON PLC Financial Services 19,976.0 $6.4M 0.00% -617K -96.9% $322.78 -2.8%
2653 LNG PUT CHENIERE ENERGY INC Energy 22,700.0 $6.4M 0.00% +6K +39.3% $283.76 -18.6%
2654 AMRC AMERESCO INC Industrials 252,340.0 $6.4M 0.00% +116K +85.4% $25.50 +13.5%
2655 RIVIAN AUTOMOTIVE INC 6,000,000.0 $6.4M 0.00% -19.7M -76.7% $1.07
2656 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 49,100.0 $6.4M 0.00% +17K +54.9% $130.95 +13.2%
2657 XOMA XOMA ROYALTY CORPORATION Healthcare 204,920.0 $6.4M 0.00% NEW $31.37 +33.5%
2658 SONY SONY GROUP CORP Technology 310,434.0 $6.4M 0.00% -184K -37.2% $20.70 -5.7%
2659 ALAB CALL ASTERA LABS INC Technology 58,500.0 $6.4M 0.00% +40K +223.2% $109.60 +301.1%
2660 URI CALL UNITED RENTALS INC Industrials 8,800.0 $6.4M 0.00% -18K -67.8% $728.56 +50.0%
Page 133 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%