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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 223 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4441 CURI CURIOSITYSTREAM INC Communication Services 316,359.0 $936K -372K -54.0% $2.96 -14.2%
4442 CORPAY INC 3,202.0 $932K -19K -85.3% $290.99
4443 NIOCORP DEVS LTD 206,828.0 $922K -985K -82.6% $4.46
4444 VAL CALL VALARIS LTD Energy 9,400.0 $922K -5K -33.8% $98.04 -8.4%
4445 NOVA MINERALS LTD 156,965.0 $921K +141K +860.4% $5.87
4446 GUARDIAN METAL RES PLC 52,708.0 $921K NEW $17.48
4447 ORN ORION GROUP HLDGS INC Industrials 84,486.0 $921K -13K -13.6% $10.90 +33.1%
4448 CENTRAIS ELET BRAS SA 84,299.0 $921K -101K -54.4% $10.92
4449 BIO BIO RAD LABS INC Healthcare 3,294.0 $918K -19K -85.2% $278.75 +2.6%
4450 AEBI SCHMIDT HLDG AG 94,484.0 $917K -9K -9.1% $9.71
4451 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 12,400.0 $916K +4K +55.0% $73.90 +1.3%
4452 NECB NORTHEAST CMNTY BANCORP INC Financial Services 38,501.0 $916K -41K -51.3% $23.80 +9.2%
4453 SLS CALL SELLAS LIFE SCIENCES GROUP I Healthcare 216,200.0 $915K NEW $4.23 +85.1%
4454 ARLO ARLO TECHNOLOGIES INC Industrials 64,243.0 $914K -183K -74.0% $14.23 -9.2%
4455 RLJ RLJ LODGING TR Real Estate 123,166.0 $914K -65K -34.6% $7.42 +48.5%
4456 RM REGIONAL MGMT CORP Financial Services 28,313.0 $913K +15K +117.4% $32.25 +15.4%
4457 ZION CALL ZIONS BANCORPORATION NATL AS Financial Services 15,800.0 $910K -77K -82.9% $57.62 +15.3%
4458 MTDR CALL MATADOR RES CO Energy 14,400.0 $910K -2K -10.0% $63.18 -14.5%
4459 HIPPO HLDGS INC 34,900.0 $909K +8K +29.8% $26.06
4460 MCS MARCUS CORP DEL Communication Services 52,795.0 $906K -48K -47.8% $17.17 +30.7%
Page 223 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%