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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 190 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 PSX CALL PHILLIPS 66 Energy 12,100.0 $2.2M 0.00% +6K +83.3% $182.18 -8.8%
3782 FUTU PUT FUTU HLDGS LTD Financial Services 16,100.0 $2.2M 0.00% -37K -69.6% $136.76 -29.3%
3783 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 19,849.0 $2.2M 0.00% -7K -27.3% $110.91 +18.8%
3784 CPNG CALL COUPANG INC Consumer Cyclical 116,600.0 $2.2M 0.00% -445K -79.2% $18.88 -4.7%
3785 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 111,318.0 $2.2M 0.00% +91K +435.5% $19.75 +27.7%
3786 NTCT NETSCOUT SYS INC Technology 69,118.0 $2.2M 0.00% +34K +98.6% $31.79 +24.8%
3787 BK PUT BANK NEW YORK MELLON CORP Financial Services 18,500.0 $2.2M 0.00% -5K -20.3% $118.63 +19.6%
3788 AMPL CALL AMPLITUDE INC Technology 321,600.0 $2.2M 0.00% -318K -49.8% $6.82 -4.3%
3789 AMERICAS GOLD AND SILVER COR 419,913.0 $2.2M 0.00% -1.5M -78.0% $5.22
3790 NFE NEW FORTRESS ENERGY INC Utilities 3,713,686.0 $2.2M 0.00% +2.2M +149.8% $0.59 -26.6%
3791 PUT PRAXIS PRECISION MEDICINES I 6,800.0 $2.2M 0.00% +4K +161.5% $322.19
3792 GHM GRAHAM CORP Industrials 27,732.0 $2.2M 0.00% NEW $78.92 +40.3%
3793 RILY BRC GROUP HOLDINGS INC Financial Services 298,866.0 $2.2M 0.00% NEW $7.32 +23.0%
3794 MPWR CALL MONOLITHIC PWR SYS INC Technology 2,000.0 $2.2M 0.00% -3K -60.0% $1093.35 +43.0%
3795 MOH CALL MOLINA HEALTHCARE INC Healthcare 16,400.0 $2.2M 0.00% -2K -8.4% $133.30 +46.6%
3796 CALL IQVIA HLDGS INC 12,800.0 $2.2M 0.00% +6K +80.3% $170.54
3797 ACIU AC IMMUNE SA Healthcare 792,657.0 $2.2M 0.00% -141K -15.1% $2.75 -12.7%
3798 XPO CALL XPO INC Industrials 11,200.0 $2.2M 0.00% -500.0 -4.3% $194.55 +2.5%
3799 METALLUS INC 133,311.0 $2.2M 0.00% NEW $16.34
3800 WEC CALL WEC ENERGY GROUP INC Utilities 18,800.0 $2.2M 0.00% -300.0 -1.6% $115.77 -3.1%
Page 190 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%