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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 183 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 NFGC NEW FOUND GOLD CORP Basic Materials 1,329,962.0 $2.5M 0.00% +1.1M +429.9% $1.91 -15.2%
3642 BBWI PUT BATH & BODY WORKS INC Consumer Cyclical 136,000.0 $2.5M 0.00% -2K -1.5% $18.67 +10.1%
3643 BLUE FOUNDRY BANCORP 191,747.0 $2.5M 0.00% +156K +438.5% $13.24
3644 FIDELIS INSURANCE HOLDINGS L 132,842.0 $2.5M 0.00% -473K -78.1% $19.11
3645 ALRS ALERUS FINL CORP Financial Services 106,986.0 $2.5M 0.00% +68K +172.6% $23.71 +25.2%
3646 BKH BLACK HILLS CORP Utilities 36,511.0 $2.5M 0.00% -538K -93.7% $69.41 +4.8%
3647 VACI VIKING ACQUISITION CORP I Financial Services 255,000.0 $2.5M 0.00% NEW $9.93 +2.9%
3648 EAF GRAFTECH INTL LTD SR NT Industrials 373,435.0 $2.5M 0.00% -65K -14.9% $6.78 +13.7%
3649 GRPN GROUPON INC Communication Services 212,016.0 $2.5M 0.00% -579K -73.2% $11.90 +36.1%
3650 NSP INSPERITY INC Industrials 93,289.0 $2.5M 0.00% +47K +101.5% $27.04 +33.9%
3651 ARKO ARKO CORP Consumer Cyclical 452,385.0 $2.5M 0.00% +231K +104.2% $5.56 +34.7%
3652 CTGO CONTANGO SILVER & GOLD INC Basic Materials 134,028.0 $2.5M 0.00% +123K +1169.8% $18.75 -9.4%
3653 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 68,313.0 $2.5M 0.00% -14K -16.8% $36.75 +6.3%
3654 CARG CARGURUS INC Consumer Cyclical 73,698.0 $2.5M 0.00% -23K -23.9% $34.05 -11.8%
3655 LTBR LIGHTBRIDGE CORP Industrials 235,103.0 $2.5M 0.00% -1K -0.6% $10.66 -7.8%
3656 APEI AMERICAN PUB ED INC Consumer Defensive 44,030.0 $2.5M 0.00% +18K +66.9% $56.88 -7.3%
3657 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 126,472.0 $2.5M 0.00% -81K -39.0% $19.77 +7.0%
3658 DNUT KRISPY KREME INC Consumer Defensive 737,419.0 $2.5M 0.00% +481K +187.1% $3.39 +7.1%
3659 ITW PUT ILLINOIS TOOL WKS INC Industrials 9,600.0 $2.5M 0.00% +1K +11.6% $260.29 +1.5%
3660 PSTG PUT EVERPURE INC Technology 42,300.0 $2.5M 0.00% -299K -87.6% $59.04 +26.5%
Page 183 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%