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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 166 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 46,079.0 $3.8M 0.00% NEW $82.88 +6.5%
3302 LAZ LAZARD INC Financial Services 78,642.0 $3.8M 0.00% NEW $48.56 -8.8%
3303 BFS SAUL CTRS INC Real Estate 120,707.0 $3.8M 0.00% NEW $31.53 +14.3%
3304 KARO KAROOOOO LTD Technology 83,617.0 $3.8M 0.00% NEW $45.50 +4.0%
3305 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 371,131.0 $3.8M 0.00% NEW $10.25 +0.5%
3306 XZO EXZEO GROUP INC Financial Services 156,641.0 $3.8M 0.00% NEW $24.25 -45.3%
3307 CGON CG ONCOLOGY INC Healthcare 91,454.0 $3.8M 0.00% NEW $41.52 +47.1%
3308 JCI CALL JOHNSON CTLS INTL PLC Industrials 31,700.0 $3.8M 0.00% NEW $119.75 +20.9%
3309 POWI POWER INTEGRATIONS INC Technology 106,559.0 $3.8M 0.00% NEW $35.54 +145.1%
3310 VCYT VERACYTE INC Healthcare 89,879.0 $3.8M 0.00% NEW $42.10 +27.4%
3311 CRSR CORSAIR GAMING INC Technology 635,798.0 $3.8M 0.00% NEW $5.94 +50.7%
3312 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 6,500.0 $3.8M 0.00% NEW $580.71 -19.4%
3313 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 132,250.0 $3.8M 0.00% NEW $28.54 -4.4%
3314 BBWI CALL BATH & BODY WORKS INC Consumer Cyclical 187,800.0 $3.8M 0.00% NEW $20.08 +2.4%
3315 KB KB FINL GROUP INC Financial Services 43,796.0 $3.8M 0.00% NEW $86.04 +24.1%
3316 MOS CALL MOSAIC CO NEW Basic Materials 156,300.0 $3.8M 0.00% NEW $24.09 -4.9%
3317 JBGS JBG SMITH PPTYS Real Estate 221,320.0 $3.8M 0.00% NEW $17.01 -16.8%
3318 EZU ISHARES INC 58,718.0 $3.8M 0.00% NEW $64.10 +8.1%
3319 TALO TALOS ENERGY INC Energy 341,263.0 $3.8M 0.00% NEW $11.02 +25.0%
3320 FSK PUT FS KKR CAP CORP Financial Services 253,800.0 $3.8M 0.00% NEW $14.81 -30.7%
Page 166 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%