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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 145 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 CDE CALL COEUR MNG INC Basic Materials 315,000.0 $5.6M 0.00% NEW $17.83 -1.8%
2882 VOD VODAFONE GROUP PLC NEW Communication Services 425,053.0 $5.6M 0.00% NEW $13.21 +8.3%
2883 SRAD SPORTRADAR GROUP AG Technology 235,716.0 $5.6M 0.00% NEW $23.77 -36.6%
2884 USNA USANA HEALTH SCIENCES INC Consumer Defensive 285,416.0 $5.6M 0.00% NEW $19.63 -3.8%
2885 MCO MOODYS CORP Financial Services 10,954.0 $5.6M 0.00% NEW $510.85 -11.8%
2886 DNOW DNOW INC Energy 421,740.0 $5.6M 0.00% NEW $13.25 +1.9%
2887 TMDX CALL TRANSMEDICS GROUP INC Healthcare 45,900.0 $5.6M 0.00% NEW $121.65 -35.2%
2888 DUK CALL DUKE ENERGY CORP NEW Utilities 47,600.0 $5.6M 0.00% NEW $117.21 +5.7%
2889 KYTX KYVERNA THERAPEUTICS INC Healthcare 593,369.0 $5.6M 0.00% NEW $9.40 -14.1%
2890 ACT ENACT HLDGS INC Financial Services 140,093.0 $5.6M 0.00% NEW $39.64 +6.9%
2891 PHIN PHINIA INC Consumer Cyclical 88,490.0 $5.5M 0.00% NEW $62.69 +28.9%
2892 LXRX LEXICON PHARMACEUTICALS INC Healthcare 4,821,733.0 $5.5M 0.00% NEW $1.15 +74.8%
2893 ARDT ARDENT HEALTH INC Healthcare 627,435.0 $5.5M 0.00% NEW $8.83 +0.9%
2894 ANDG ANDERSEN GROUP INC Consumer Cyclical 213,648.0 $5.5M 0.00% NEW $25.93 +43.3%
2895 PAYX PUT PAYCHEX INC Industrials 49,200.0 $5.5M 0.00% NEW $112.18 -12.4%
2896 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 550,000.0 $5.5M 0.00% NEW $10.03 +1.8%
2897 VRTS VIRTUS INVT PARTNERS INC Financial Services 33,768.0 $5.5M 0.00% NEW $163.15 -13.2%
2898 AHCO ADAPTHEALTH CORP Healthcare 552,677.0 $5.5M 0.00% NEW $9.96 -3.1%
2899 CRDO CALL CREDO TECHNOLOGY GROUP HOLDI Technology 38,200.0 $5.5M 0.00% NEW $143.89 +88.9%
2900 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 564,207.0 $5.5M 0.00% NEW $9.73 -20.2%
Page 145 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%