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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 235 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4681 AEO CALL AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 35,000.0 $584K -166K -82.5% $16.70 -0.9%
4682 FRMI PUT FERMI INC Utilities 100,000.0 $584K NEW $5.84 +3.8%
4683 EATON VANCE TAX-MANAGED GLOB 66,363.0 $583K NEW $8.78
4684 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 67,166.0 $582K NEW $8.66 +8.4%
4685 PYXS PYXIS ONCOLOGY INC Healthcare 397,625.0 $581K -345K -46.5% $1.46 +37.0%
4686 QMMM QMMM HOLDINGS LTD Communication Services 97,213.0 $580K $5.97 +1900.0%
4687 TDG CALL TRANSDIGM GROUP INC Industrials 500.0 $579K NEW $1158.96 +3.4%
4688 RVPH REVIVA PHARMACEUTCLS HLDGS I Healthcare 793,948.0 $579K NEW $0.73 -46.4%
4689 PSEC PROSPECT CAP CORP Financial Services 221,708.0 $579K -2.8M -92.8% $2.61 -15.7%
4690 TMDX CALL TRANSMEDICS GROUP INC Healthcare 5,800.0 $577K -40K -87.4% $99.41 -31.6%
4691 SMP STANDARD MTR PRODS INC Consumer Cyclical 16,592.0 $576K +5K +47.8% $34.74 +6.9%
4692 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 100,958.0 $575K NEW $5.70 +9.6%
4693 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 14,598.0 $575K -59K -80.1% $39.39 -6.9%
4694 REPL CALL REPLIMUNE GROUP INC Healthcare 75,100.0 $575K -75K -49.9% $7.65 -32.5%
4695 GCMG GCM GROSVENOR INC Financial Services 58,482.0 $573K -286K -83.0% $9.80 +8.7%
4696 CLDT CHATHAM LODGING TR Real Estate 72,640.0 $572K +50K +224.5% $7.87 +35.8%
4697 SCYX SCYNEXIS INC Healthcare 622,161.0 $570K NEW $0.92 -27.2%
4698 AM PUT ANTERO MIDSTREAM CORP Energy 25,000.0 $570K $22.80 -4.3%
4699 AM CALL ANTERO MIDSTREAM CORP Energy 25,000.0 $570K $22.80 -4.3%
4700 ARDT ARDENT HEALTH INC Healthcare 66,345.0 $568K -561K -89.4% $8.56 +7.6%
Page 235 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%