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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 188 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 VSTS VESTIS CORPORATION Industrials 293,697.0 $2.3M 0.00% -1.3M -82.1% $7.86 +63.9%
3742 PPTA PERPETUA RESOURCES CORP Basic Materials 81,883.0 $2.3M 0.00% -366K -81.7% $28.12 -13.5%
3743 A PUT AGILENT TECHNOLOGIES INC Healthcare 20,200.0 $2.3M 0.00% -8K -29.1% $113.98 +11.5%
3744 NPK INTERNATIONAL INC 158,892.0 $2.3M 0.00% +52K +49.2% $14.49
3745 REPL REPLIMUNE GROUP INC Healthcare 300,833.0 $2.3M 0.00% -534K -64.0% $7.65 +33.2%
3746 HMN HORACE MANN EDUCATORS CORP N Financial Services 53,860.0 $2.3M 0.00% -85K -61.2% $42.68 +14.1%
3747 NG NOVAGOLD RESOURCES INC Basic Materials 255,280.0 $2.3M 0.00% +116K +82.9% $8.98 -13.1%
3748 BOKF BOK FINL CORP Financial Services 17,896.0 $2.3M 0.00% NEW $128.06 +1.8%
3749 DIBS 1STDIBS COM INC Consumer Cyclical 416,597.0 $2.3M 0.00% +105K +33.9% $5.50 -21.3%
3750 BFS SAUL CTRS INC Real Estate 70,246.0 $2.3M 0.00% -50K -41.8% $32.58 +10.6%
3751 CELC CALL CELCUITY INC Healthcare 20,000.0 $2.3M 0.00% $114.14 -23.1%
3752 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 67,385.0 $2.3M 0.00% +32K +91.4% $33.65 +7.8%
3753 SA PUT SEABRIDGE GOLD INC Basic Materials 80,000.0 $2.3M 0.00% NEW $28.34 +4.6%
3754 BBY CALL BEST BUY INC Consumer Cyclical 35,300.0 $2.3M 0.00% -95K -72.9% $64.20 +16.4%
3755 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 62,368.0 $2.3M 0.00% -238K -79.2% $36.32 -1.2%
3756 FORTINET INC 27,692.0 $2.3M 0.00% -1.2M -97.7% $81.72
3757 EXEL CALL EXELIXIS INC Healthcare 52,700.0 $2.3M 0.00% NEW $42.89 +21.0%
3758 MITT TPG MTG INVTS TR INC Real Estate 309,067.0 $2.3M 0.00% +74K +31.5% $7.31 +8.6%
3759 HWM PUT HOWMET AEROSPACE INC Industrials 9,800.0 $2.3M 0.00% -24K -71.2% $230.46 +20.5%
3760 INFINITY NAT RES INC 127,884.0 $2.3M 0.00% -168K -56.7% $17.61
Page 188 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%