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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 203 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 BXP BXP INC Real Estate 31,798.0 $1.7M 0.00% +10K +48.4% $51.90 +24.7%
4042 RGEN PUT REPLIGEN CORP Healthcare 14,000.0 $1.6M 0.00% NEW $117.82 +12.1%
4043 XPEV CALL XPENG INC Consumer Cyclical 96,300.0 $1.6M 0.00% -8K -7.9% $17.11 -22.8%
4044 DROPBOX INC 1,733,000.0 $1.6M 0.00% NEW $0.95
4045 AIOT POWERFLEET INC Technology 532,804.0 $1.6M 0.00% +361K +210.6% $3.08 +29.2%
4046 GASS STEALTHGAS INC Industrials 178,654.0 $1.6M 0.00% +37K +26.0% $9.18 -9.7%
4047 EIX CALL EDISON INTL Utilities 22,400.0 $1.6M 0.00% -8K -25.3% $73.18 -1.8%
4048 VENU HLDG CORP 493,499.0 $1.6M 0.00% +473K +2350.2% $3.31
4049 VKTX PUT VIKING THERAPEUTICS INC Healthcare 50,000.0 $1.6M 0.00% NEW $32.54 -6.6%
4050 USNA USANA HEALTH SCIENCES INC Consumer Defensive 92,957.0 $1.6M 0.00% -192K -67.4% $17.47 +8.1%
4051 LMB LIMBACH HLDGS INC Industrials 20,803.0 $1.6M 0.00% -29K -58.2% $78.05 +2.7%
4052 VTEX VTEX Technology 405,675.0 $1.6M 0.00% -1.7M -80.6% $4.00 -9.8%
4053 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 50,000.0 $1.6M 0.00% NEW $32.41 +12.5%
4054 CERT CALL CERTARA INC Healthcare 283,900.0 $1.6M 0.00% NEW $5.70 -2.8%
4055 VTIX VIRTUIX HOLDINGS INC. Technology 238,915.0 $1.6M 0.00% NEW $6.77 -45.9%
4056 RENATUS TACTICAL ACQUIS 157,160.0 $1.6M 0.00% +5K +3.4% $10.28
4057 MPT MEDICAL PROPERTIES TRUST INC Financial Services 348,801.0 $1.6M 0.00% +191K +120.9% $4.63 -2.2%
4058 CSGP PUT COSTAR GROUP INC Real Estate 40,000.0 $1.6M 0.00% -83K -67.5% $40.34 -25.3%
4059 RNGR RANGER ENERGY SVCS INC Energy 93,904.0 $1.6M 0.00% +63K +199.9% $17.14 -10.9%
4060 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 457,114.0 $1.6M 0.00% -104K -18.5% $3.51 +0.9%
Page 203 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%