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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 222 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4421 PLYX POLARYX THERAPEUTICS INC Healthcare 127,525.0 $964K NEW $7.56 -69.7%
4422 ACNB ACNB CORP Financial Services 20,121.0 $963K NEW $47.87 +18.7%
4423 RENT THE RUNWAY INC 201,279.0 $962K +186K +1261.1% $4.78
4424 SAIL CALL SAILPOINT INC Technology 72,600.0 $961K -27K -27.4% $13.24 +6.4%
4425 NAVI NAVIENT CORPORATION Financial Services 117,502.0 $961K -323K -73.3% $8.18 +0.7%
4426 CALL FTAI AVIATION LTD 3,900.0 $956K -21K -84.1% $245.00
4427 BWFG BANKWELL FINL GROUP INC Financial Services 19,690.0 $955K +8K +72.4% $48.52 +14.0%
4428 VIG VANGUARD SPECIALIZED FUNDS 4,441.0 $955K NEW $215.06 +10.1%
4429 CBOE CBOE GLOBAL MKTS INC Financial Services 3,398.0 $955K -29K -89.5% $281.07 -5.6%
4430 AFL CALL AFLAC INC Financial Services 8,700.0 $954K -3K -23.0% $109.71 +7.0%
4431 QUAL ISHARES TR 4,972.0 $954K +2K +94.2% $191.81 +13.5%
4432 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 12,200.0 $952K NEW $78.03 -5.2%
4433 GBX GREENBRIER COS INC Industrials 18,081.0 $952K -199K -91.7% $52.65 -6.3%
4434 EIX PUT EDISON INTL Utilities 13,000.0 $951K +8K +176.6% $73.18 -1.5%
4435 MTB PUT M & T BK CORP Financial Services 4,600.0 $951K -2K -29.2% $206.72 +10.5%
4436 FSBC FIVE STAR BANCORP Financial Services 25,071.0 $946K NEW $37.72 +16.2%
4437 CBNK CAPITAL BANCORP INC MD Financial Services 31,760.0 $945K -12K -28.1% $29.74 +12.2%
4438 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 1,600.0 $942K NEW $588.68 +2.5%
4439 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 15,977.0 $937K -2K -12.9% $58.65 +7.6%
4440 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 65,211.0 $936K NEW $14.36 +1.3%
Page 222 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%