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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 191 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 381,035.0 $2.2M 0.00% +193K +102.4% $5.68 -2.6%
3802 SMWB SIMILARWEB LTD Communication Services 825,763.0 $2.2M 0.00% +468K +130.8% $2.61 +91.2%
3803 SILJ CALL AMPLIFY ETF TR 72,500.0 $2.2M 0.00% NEW $29.72 -6.1%
3804 PALLADYNE AI CORP 354,229.0 $2.2M 0.00% -135K -27.6% $6.07
3805 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 378,304.0 $2.1M 0.00% -269K -41.5% $5.68 +42.6%
3806 SCL STEPAN CO Basic Materials 42,947.0 $2.1M 0.00% +15K +52.3% $49.98 +7.9%
3807 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 27,800.0 $2.1M 0.00% -3K -10.0% $77.13 +4.4%
3808 VNM VANECK ETF TRUST 123,711.0 $2.1M 0.00% +13K +11.3% $17.31 +6.0%
3809 VIZSLA SILVER CORP 648,912.0 $2.1M 0.00% -877K -57.5% $3.30
3810 JENA ACQUISITION CORP II 200,000.0 $2.1M 0.00% $10.70
3811 SILVERBOX CORP IV 200,000.0 $2.1M 0.00% $10.70
3812 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 309,666.0 $2.1M 0.00% +250K +422.9% $6.90 +2.0%
3813 REX REX AMERICAN RES CORP Basic Materials 46,856.0 $2.1M 0.00% -13K -21.2% $45.57 -3.8%
3814 IONQ CALL IONQ INC Technology 74,000.0 $2.1M 0.00% -20K -21.0% $28.83 +96.1%
3815 HLLY HOLLEY INC Consumer Cyclical 694,893.0 $2.1M 0.00% -93K -11.8% $3.07 -19.2%
3816 FRAF FRANKLIN FINL SVCS CORP Financial Services 41,654.0 $2.1M 0.00% NEW $51.08 +20.3%
3817 LAUNCH TWO ACQUISITION CORP. 200,000.0 $2.1M 0.00% $10.62
3818 IMTX IMMATICS N.V Healthcare 215,721.0 $2.1M 0.00% +133K +159.5% $9.84 -0.6%
3819 NMRK NEWMARK GROUP INC Real Estate 141,598.0 $2.1M 0.00% -273K -65.8% $14.99 -0.8%
3820 MSEX MIDDLESEX WTR CO Utilities 40,767.0 $2.1M 0.00% NEW $52.05 +0.0%
Page 191 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%