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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 138 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 W CALL WAYFAIR INC Consumer Cyclical 63,700.0 $6.4M 0.00% NEW $100.41 -11.8%
2742 GTLB CALL GITLAB INC Technology 170,200.0 $6.4M 0.00% NEW $37.53 -29.2%
2743 OPFI OPPFI INC Technology 610,350.0 $6.4M 0.00% NEW $10.46 -19.4%
2744 NUVB NUVATION BIO INC Healthcare 711,544.0 $6.4M 0.00% NEW $8.96 -37.9%
2745 OYSTER ENTERPRISES II ACQUIS 630,000.0 $6.4M 0.00% NEW $10.11
2746 IONQ PUT IONQ INC Technology 141,800.0 $6.4M 0.00% NEW $44.87 +26.0%
2747 HESM HESS MIDSTREAM LP Energy 184,354.0 $6.4M 0.00% NEW $34.50 +6.6%
2748 SE CALL SEA LTD Consumer Cyclical 49,800.0 $6.4M 0.00% NEW $127.57 -28.4%
2749 FSK FS KKR CAP CORP Financial Services 428,674.0 $6.3M 0.00% NEW $14.81 -30.7%
2750 AARD AARDVARK THERAPEUTICS INC Healthcare 483,340.0 $6.3M 0.00% NEW $13.13 -70.1%
2751 DQ DAQO NEW ENERGY CORP Technology 215,025.0 $6.3M 0.00% NEW $29.50 -51.9%
2752 FTDR FRONTDOOR INC Consumer Cyclical 109,929.0 $6.3M 0.00% NEW $57.69 +24.0%
2753 NE NOBLE CORP PLC Energy 224,314.0 $6.3M 0.00% NEW $28.24 +47.6%
2754 HERBALIFE LTD 5,815,000.0 $6.3M 0.00% NEW $1.09
2755 CRGY CRESCENT ENERGY COMPANY Energy 753,110.0 $6.3M 0.00% NEW $8.39 +24.4%
2756 NIOCORP DEVS LTD 1,191,723.0 $6.3M 0.00% NEW $5.30
2757 TDC TERADATA CORP DEL Technology 206,769.0 $6.3M 0.00% NEW $30.44 +1.4%
2758 GATX GATX CORP Industrials 37,044.0 $6.3M 0.00% NEW $169.60 +4.5%
2759 T CALL AT&T INC Communication Services 252,900.0 $6.3M 0.00% NEW $24.84 -11.4%
2760 CLW CLEARWATER PAPER CORP Basic Materials 360,795.0 $6.3M 0.00% NEW $17.40 -3.5%
Page 138 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%