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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 207 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4121 FRPT PUT FRESHPET INC Consumer Defensive 25,000.0 $1.5M 0.00% NEW $58.96 -4.7%
4122 IGV ISHARES TR 18,400.0 $1.5M 0.00% NEW $80.05 +11.1%
4123 PRLB PROTO LABS INC Industrials 25,829.0 $1.5M 0.00% -76K -74.6% $57.02 +42.3%
4124 CORN PUT TEUCRIUM COMMODITY TR Financial Services 80,000.0 $1.5M 0.00% NEW $18.40 -8.2%
4125 SPT SPROUT SOCIAL INC Technology 257,982.0 $1.5M 0.00% -310K -54.6% $5.70 +16.9%
4126 NEGG NEWEGG COMMERCE INC Consumer Cyclical 35,526.0 $1.5M 0.00% +22K +154.3% $41.31 -57.8%
4127 QXO QXO INC Industrials 74,982.0 $1.5M 0.00% -38K -33.6% $19.42 -8.3%
4128 PXED PHOENIX ED PARTNERS INC Consumer Defensive 46,169.0 $1.5M 0.00% NEW $31.46 -7.0%
4129 NVMI NOVA LTD Technology 3,339.0 $1.5M 0.00% -27K -89.0% $434.28 +32.1%
4130 AR PUT ANTERO RESOURCES CORP Energy 34,100.0 $1.4M 0.00% -50K -59.6% $42.44 -21.3%
4131 CRUS CALL CIRRUS LOGIC INC Technology 10,000.0 $1.4M 0.00% NEW $144.62 +13.8%
4132 RDWR RADWARE LTD Technology 54,787.0 $1.4M 0.00% -95K -63.3% $26.32 +1.3%
4133 ACT ENACT HLDGS INC Financial Services 35,314.0 $1.4M 0.00% -105K -74.8% $40.81 +5.5%
4134 RH PUT RH Consumer Cyclical 10,300.0 $1.4M 0.00% -32K -75.5% $139.82 +4.6%
4135 ECL PUT ECOLAB INC Basic Materials 5,400.0 $1.4M 0.00% -5K -48.1% $266.02 +1.9%
4136 WLTH WEALTHFRONT CORP Technology 155,241.0 $1.4M 0.00% -110K -41.4% $9.25 -9.4%
4137 WS WORTHINGTON STL INC Basic Materials 47,189.0 $1.4M 0.00% -118K -71.4% $30.35 +29.8%
4138 LCID PUT LUCID GROUP INC Consumer Cyclical 150,000.0 $1.4M 0.00% -600K -80.0% $9.53 -44.3%
4139 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 112,037.0 $1.4M 0.00% +73K +189.2% $12.72 -4.2%
4140 EWT PUT ISHARES INC 20,000.0 $1.4M 0.00% NEW $70.92 +54.7%
Page 207 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%