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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 231 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4601 CBT CABOT CORP Basic Materials 9,416.0 $709K -112K -92.2% $75.31 +4.0%
4602 FUBO FUBOTV INC Communication Services 74,893.0 $708K NEW $9.46 -3.4%
4603 CSAN COSAN S A Energy 171,442.0 $706K -116K -40.3% $4.12 -15.8%
4604 FDNI FIRST TR EXCHANGE-TRADED FD 25,875.0 $704K -7K -21.4% $27.23 +1.2%
4605 ELPC COMPANHIA PARANAENSE DE ENER Utilities 58,778.0 $702K +40K +208.0% $11.94 -0.5%
4606 ED PUT CONSOLIDATED EDISON INC Utilities 6,200.0 $702K -1K -18.4% $113.18 -5.1%
4607 CECO CECO ENVIRONMENTAL CORP Industrials 11,768.0 $701K -27K -69.5% $59.58 +35.4%
4608 AVT AVNET INC Technology 11,351.0 $699K -643K -98.3% $61.62 +35.3%
4609 LYTS LSI INDS INC OHIO Technology 37,498.0 $697K +9K +30.7% $18.60 +21.5%
4610 ALTG ALTA EQUIPMENT GROUP INC Industrials 129,632.0 $696K +53K +69.3% $5.37 -6.1%
4611 CMTL COMTECH TELECOMMUNICATIONS C Technology 208,842.0 $693K +194K +1312.9% $3.32 +26.8%
4612 ENTG PUT ENTEGRIS INC Technology 5,900.0 $692K -22K -78.6% $117.24 +12.1%
4613 CRMT AMERICAS CAR-MART INC Consumer Cyclical 54,259.0 $691K +39K +260.4% $12.73 -4.9%
4614 BTU CALL PEABODY ENGR CORP Energy 20,900.0 $689K -173K -89.2% $32.95 -25.9%
4615 NEWT NEWTEKONE INC Financial Services 62,871.0 $688K +976.0 +1.6% $10.95 +21.4%
4616 CALL WEBULL CORP 500,100.0 $685K NEW $1.37
4617 PERCEPTIVE CAP SOLUTIONS COR 62,264.0 $683K -144K -69.8% $10.97
4618 ESTA CALL ESTABLISHMENT LABS HLDGS INC Healthcare 12,000.0 $681K NEW $56.78 +25.4%
4619 CHARGEPOINT HOLDINGS INC 139,777.0 $679K -223K -61.5% $4.86
4620 CHWY PUT CHEWY INC Consumer Cyclical 25,000.0 $675K +11K +76.1% $27.00 -26.2%
Page 231 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%