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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 185 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 NAGE NIAGEN BIOSCIENCE INC Healthcare 551,349.0 $2.4M 0.00% -10K -1.7% $4.41 -20.6%
3682 COGENT BIOSCIENCES INC 2,000,000.0 $2.4M 0.00% $1.21
3683 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 109,109.0 $2.4M 0.00% -98K -47.3% $22.26 -4.9%
3684 QTRX QUANTERIX CORP Healthcare 689,167.0 $2.4M 0.00% +287K +71.2% $3.52 -3.7%
3685 HSBC PUT HSBC HLDGS PLC Financial Services 29,400.0 $2.4M 0.00% -6K -16.2% $82.49 +15.1%
3686 YEXT YEXT INC Technology 631,341.0 $2.4M 0.00% +582K +1167.6% $3.84 -1.0%
3687 TKO PUT TKO GROUP HOLDINGS INC Communication Services 12,000.0 $2.4M 0.00% +6K +114.3% $201.65 -1.4%
3688 CHENGHE ACQUISITION III CO 240,000.0 $2.4M 0.00% $10.08
3689 NVS PUT NOVARTIS AG Healthcare 15,800.0 $2.4M 0.00% +8K +105.2% $152.75 -3.7%
3690 MRNA CALL MODERNA INC Healthcare 47,500.0 $2.4M 0.00% -76K -61.6% $50.80 +25.9%
3691 SFL SFL CORPORATION LTD Industrials 223,629.0 $2.4M 0.00% +206K +1143.9% $10.79 +0.2%
3692 CMCL CALEDONIA MNG CORP Basic Materials 106,755.0 $2.4M 0.00% NEW $22.59 -7.7%
3693 LNC CALL LINCOLN NATL CORP IND Financial Services 67,900.0 $2.4M 0.00% +24K +56.5% $35.50 +4.7%
3694 GTLB CALL GITLAB INC Technology 111,200.0 $2.4M 0.00% -59K -34.7% $21.64 +22.7%
3695 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 6,100.0 $2.4M 0.00% NEW $394.15 +48.8%
3696 EXTR EXTREME NETWORKS INC Technology 159,126.0 $2.4M 0.00% -1.0M -86.3% $15.08 +108.1%
3697 ARRY ARRAY TECHNOLOGIES INC Energy 331,824.0 $2.4M 0.00% +190K +134.7% $7.23 +10.7%
3698 CAG PUT CONAGRA BRANDS INC Consumer Defensive 152,600.0 $2.4M 0.00% +103K +208.3% $15.72 -16.0%
3699 LANTHEUS HLDGS INC 2,000,000.0 $2.4M 0.00% -11.3M -85.0% $1.20
3700 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 8,250.0 $2.4M 0.00% -19K -69.3% $290.70 -12.2%
Page 185 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%