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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 216 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4301 GRWG GROWGENERATION CORP Consumer Cyclical 1,026,662.0 $1.1M -142K -12.2% $1.10 +45.5%
4302 ENCORE ENERGY CORP 627,376.0 $1.1M +86K +16.0% $1.80
4303 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 42,700.0 $1.1M -58K -57.4% $26.43 +10.9%
4304 MARA CALL MARA HOLDINGS INC Financial Services 138,100.0 $1.1M +98K +246.1% $8.16 +77.1%
4305 DK PUT DELEK US HLDGS INC NEW Energy 25,000.0 $1.1M NEW $45.07 -3.8%
4306 FULT FULTON FINL CORP PA Financial Services 55,226.0 $1.1M -61K -52.3% $20.34 +12.7%
4307 JELD JELD-WEN HLDG INC Industrials 904,935.0 $1.1M -1.2M -56.4% $1.24 +52.0%
4308 ONON PUT ON HLDG AG Consumer Cyclical 32,800.0 $1.1M -25K -42.9% $34.02 +14.0%
4309 DSP VIANT TECHNOLOGY INC Technology 99,599.0 $1.1M -330K -76.8% $11.20 +0.2%
4310 AVO MISSION PRODUCE INC Consumer Defensive 80,521.0 $1.1M +5K +6.5% $13.76 -18.0%
4311 GRAYSCALE XRP TR ETF 42,575.0 $1.1M NEW $26.02
4312 SMR CALL NUSCALE PWR CORP Utilities 101,800.0 $1.1M NEW $10.84 -3.3%
4313 FIX PUT COMFORT SYS USA INC Industrials 800.0 $1.1M -200.0 -20.0% $1378.99 +42.1%
4314 TME TENCENT MUSIC ENTMT GROUP Communication Services 118,627.0 $1.1M -40K -25.2% $9.28 -4.9%
4315 GBCI GLACIER BANCORP INC NEW Financial Services 24,614.0 $1.1M +17K +241.1% $44.67 +10.4%
4316 KINS KINGSTONE COS INC Financial Services 75,443.0 $1.1M -42K -35.6% $14.57 +10.7%
4317 MBOT MICROBOT MED INC Healthcare 454,746.0 $1.1M +408K +871.6% $2.41 -21.6%
4318 INSTIL BIO INC 132,946.0 $1.1M -110K -45.2% $8.24
4319 OWLET INC 212,969.0 $1.1M +176K +483.1% $5.14
4320 BTU PUT PEABODY ENGR CORP Energy 33,200.0 $1.1M -247K -88.2% $32.95 -20.7%
Page 216 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%