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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 192 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 TH TARGET HOSPITALITY CORP Industrials 228,328.0 $2.1M 0.00% +207K +992.6% $9.28 +117.2%
3822 TEO TELECOM ARGENTINA SA Communication Services 180,653.0 $2.1M 0.00% +55K +43.8% $11.69 +17.6%
3823 VSE CORP 42,744.0 $2.1M 0.00% NEW $49.40
3824 CLPT CLEARPOINT NEURO INC Healthcare 231,974.0 $2.1M 0.00% -283K -55.0% $9.10 +95.3%
3825 XPEV XPENG INC Consumer Cyclical 123,300.0 $2.1M 0.00% +74K +149.2% $17.11 -21.4%
3826 FIFTH ERA ACQUISITION CORP I 200,000.0 $2.1M 0.00% $10.54
3827 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 125,000.0 $2.1M 0.00% NEW $16.86 -4.1%
3828 IONQ PUT IONQ INC Technology 73,100.0 $2.1M 0.00% -69K -48.5% $28.83 +96.1%
3829 ON24 INC 259,973.0 $2.1M 0.00% +198K +320.9% $8.10
3830 FMBH FIRST MID BANCSHARES INC Financial Services 51,100.0 $2.1M 0.00% +30K +143.8% $41.19 +11.3%
3831 TARS CALL TARSUS PHARMACEUTICALS INC Healthcare 30,000.0 $2.1M 0.00% +10K +50.0% $70.15 -10.0%
3832 MTRN MATERION CORP Basic Materials 14,510.0 $2.1M 0.00% -21K -59.5% $144.65 +90.1%
3833 LW LAMB WESTON HLDGS INC Consumer Defensive 49,616.0 $2.1M 0.00% -531K -91.5% $42.26 +6.6%
3834 CPF CENTRAL PAC FINL CORP Financial Services 65,462.0 $2.1M 0.00% -88K -57.4% $31.96 +12.2%
3835 RCI ROGERS COMMUNICATIONS INC Communication Services 54,278.0 $2.1M 0.00% -624K -92.0% $38.45 -2.3%
3836 CALM CAL MAINE FOODS INC Consumer Defensive 26,322.0 $2.1M 0.00% -322K -92.5% $79.15 -1.8%
3837 DTM DT MIDSTREAM INC Energy 15,465.0 $2.1M 0.00% NEW $134.67 +6.4%
3838 BLD TOPBUILD COR Industrials 5,925.0 $2.1M 0.00% -107K -94.8% $351.30 +21.4%
3839 RITHM ACQUISITION CORP 200,000.0 $2.1M 0.00% $10.40
3840 TDW TIDEWATER INC NEW Energy 24,862.0 $2.1M 0.00% -35K -58.1% $83.55 -22.6%
Page 192 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%