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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 171 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 33,500.0 $3.2M 0.00% -227K -87.1% $96.47 +6.3%
3402 PERIMETER ACQUISITION CORP I 314,650.0 $3.2M 0.00% +17K +5.7% $10.26
3403 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 224,428.0 $3.2M 0.00% -4K -1.8% $14.35 -12.0%
3404 OPRA OPERA LTD Communication Services 225,201.0 $3.2M 0.00% +29K +14.6% $14.26 +29.9%
3405 XPEL XPEL INC Consumer Cyclical 72,448.0 $3.2M 0.00% +65K +939.7% $44.26 +2.7%
3406 ARCHIMEDES TECH SPAC PARTNER 307,985.0 $3.2M 0.00% $10.41
3407 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 18,700.0 $3.2M 0.00% -38K -66.8% $171.43 +6.2%
3408 HCSG HEALTHCARE SVCS GROUP INC Healthcare 172,675.0 $3.2M 0.00% +122K +242.3% $18.55 +23.7%
3409 FRSH FRESHWORKS INC Technology 398,670.0 $3.2M 0.00% -2.5M -86.2% $8.03 +10.3%
3410 YORKVILLE ACQUISITION CORP. 316,500.0 $3.2M 0.00% +39K +14.1% $10.11
3411 CLBT CELLEBRITE DI LTD Technology 232,027.0 $3.2M 0.00% NEW $13.78 -6.9%
3412 QFIN QFIN HOLDINGS INC Financial Services 247,638.0 $3.2M 0.00% -317K -56.1% $12.91 +17.8%
3413 GTEN GORES HLDGS X INC Financial Services 312,000.0 $3.2M 0.00% -197K -38.7% $10.24 +1.5%
3414 WTI W & T OFFSHORE INC Energy 935,067.0 $3.2M 0.00% -1.9M -66.8% $3.41 -5.9%
3415 MCO CALL MOODYS CORP Financial Services 7,300.0 $3.2M 0.00% +4K +151.7% $436.25 +3.3%
3416 TVA TEXAS VENTURES ACQUISITION I Financial Services 305,900.0 $3.2M 0.00% +36K +13.3% $10.39 +1.2%
3417 RBRK CALL RUBRIK INC. Technology 64,900.0 $3.2M 0.00% -22K -25.2% $48.97 +43.4%
3418 CASY CASEYS GEN STORES INC Consumer Cyclical 4,362.0 $3.2M 0.00% -49K -91.8% $727.86 +15.7%
3419 DQ DAQO NEW ENERGY CORP Technology 149,177.0 $3.2M 0.00% -66K -30.6% $21.27 -33.3%
3420 DDD 3D SYS CORP DEL Technology 1,686,312.0 $3.2M 0.00% +403K +31.4% $1.88 +89.9%
Page 171 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%