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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 157 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 TR TOOTSIE ROLL INDS INC Consumer Defensive 100,583.0 $4.3M 0.00% -6K -5.8% $42.72 -15.2%
3122 DAC DANAOS CORPORATION Industrials 38,090.0 $4.3M 0.00% -15K -27.6% $112.64 +11.8%
3123 IPX IPERIONX LTD Basic Materials 164,725.0 $4.3M 0.00% +47K +40.3% $26.04 +19.2%
3124 FFIC FLUSHING FINL CORP Financial Services 279,167.0 $4.3M 0.00% +192K +218.5% $15.36 +0.7%
3125 GSM FERROGLOBE PLC Basic Materials 1,039,411.0 $4.3M 0.00% NEW $4.12 -5.1%
3126 SHBI SHORE BANCSHARES INC Financial Services 229,098.0 $4.3M 0.00% +41K +21.9% $18.68 +17.6%
3127 MARA PUT MARA HOLDINGS INC Financial Services 523,500.0 $4.3M 0.00% -700K -57.2% $8.16 +74.3%
3128 POET POET TECHNOLOGIES INC Technology 718,952.0 $4.3M 0.00% NEW $5.94 +104.5%
3129 NERV MINERVA NEUROSCIENCES INC Healthcare 708,291.0 $4.3M 0.00% +570K +413.6% $6.02 -25.8%
3130 DAEDALUS SPL ACQUISITION COR 425,151.0 $4.3M 0.00% -400K -48.5% $10.03
3131 ALRM ALARM COM HLDGS INC Technology 98,707.0 $4.3M 0.00% -136K -58.0% $43.19 +2.8%
3132 PATK PATRICK INDS INC Consumer Cyclical 38,366.0 $4.3M 0.00% +31K +397.7% $111.07 -21.3%
3133 ALEC ALECTOR INC Healthcare 1,979,226.0 $4.3M 0.00% +646K +48.5% $2.15 -18.6%
3134 RRC RANGE RES CORP Energy 93,935.0 $4.2M 0.00% -553K -85.5% $45.18 -19.5%
3135 CMRE COSTAMARE INC Industrials 250,856.0 $4.2M 0.00% +183K +270.5% $16.90 -10.1%
3136 XHB SPDR SERIES TRUST 42,936.0 $4.2M 0.00% -109K -71.7% $98.72 +12.5%
3137 EQT CALL EQT CORP Energy 66,600.0 $4.2M 0.00% -81K -55.0% $63.64 -20.3%
3138 BLSH BULLISH Technology 118,583.0 $4.2M 0.00% +19K +19.5% $35.73 -32.5%
3139 RDW REDWIRE CORPORATION Industrials 498,192.0 $4.2M 0.00% +181K +56.9% $8.50 +68.8%
3140 BJRI BJS RESTAURANTS INC Consumer Cyclical 120,631.0 $4.2M 0.00% -189K -61.0% $35.10 +55.4%
Page 157 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%