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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 136 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 QDRO ACQUISITION CORP 625,000.0 $6.2M 0.00% NEW $9.91
2702 AJG CALL GALLAGHER ARTHUR J & CO Financial Services 28,500.0 $6.2M 0.00% +10K +52.4% $216.58 -3.5%
2703 VMC VULCAN MATLS CO Basic Materials 22,657.0 $6.2M 0.00% -148K -86.7% $272.30 +11.8%
2704 PLPC PREFORMED LINE PRODS CO Industrials 22,747.0 $6.2M 0.00% +3K +16.8% $270.75 +48.2%
2705 ACI ALBERTSONS COS INC Consumer Defensive 361,286.0 $6.2M 0.00% -281K -43.7% $17.04 -20.1%
2706 CLVT CLARIVATE PLC Technology 2,432,315.0 $6.2M 0.00% +2.2M +947.5% $2.53 -24.5%
2707 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 714,676.0 $6.1M 0.00% -576K -44.6% $8.60 +10.3%
2708 BHP BHP BILLITON LIMITED Basic Materials 84,432.0 $6.1M 0.00% NEW $72.74 +17.9%
2709 GUARDANT HEALTH INC 6,000,000.0 $6.1M 0.00% $1.02
2710 BW LPG LTD 352,857.0 $6.1M 0.00% -31K -8.1% $17.37
2711 URNM SPROTT FDS TR 97,003.0 $6.1M 0.00% +24K +32.9% $63.15 -11.0%
2712 EYPT EYEPOINT INC Healthcare 475,190.0 $6.1M 0.00% -81K -14.6% $12.89 +6.5%
2713 GSHD GOOSEHEAD INS INC Financial Services 143,540.0 $6.1M 0.00% +17K +13.5% $42.66 -8.6%
2714 LIONSGATE STUDIOS CORP 638,078.0 $6.1M 0.00% -516K -44.7% $9.59
2715 KAI KADANT INC Industrials 20,915.0 $6.1M 0.00% -2K -6.8% $292.35 +3.0%
2716 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 91,100.0 $6.1M 0.00% -244K -72.8% $67.07 +44.4%
2717 ARVN ARVINAS INC Healthcare 576,352.0 $6.1M 0.00% -683K -54.2% $10.60 -27.0%
2718 BBB FOODS INC 172,657.0 $6.1M 0.00% -606K -77.8% $35.37
2719 HRTX HERON THERAPEUTICS INC Healthcare 7,630,527.0 $6.1M 0.00% +461K +6.4% $0.80 -46.4%
2720 ARMADA ACQUISITION CORP III 612,000.0 $6.1M 0.00% NEW $9.96
Page 136 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%