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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 237 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4721 KOD KODIAK SCIENCES INC Healthcare 14,267.0 $544K -46K -76.5% $38.12 -1.9%
4722 NNE NANO NUCLEAR ENERGY INC Industrials 26,554.0 $544K -179K -87.1% $20.48 +22.5%
4723 CRITICAL METALS CORP 68,492.0 $544K +21K +44.5% $7.94
4724 MQ MARQETA INC Technology 133,279.0 $544K -1.1M -89.4% $4.08 -3.2%
4725 RC READY CAPITAL CORP Real Estate 335,080.0 $543K -1.6M -82.8% $1.62 +12.3%
4726 ROG ROGERS CORP Technology 5,054.0 $542K +716.0 +16.5% $107.33 +23.9%
4727 MT PUT ARCELORMITTAL SA LUXEMBOURG Basic Materials 10,400.0 $541K -62K -85.7% $51.98 +23.3%
4728 KORE GROUP HLDGS INC 59,826.0 $540K NEW $9.02
4729 INGN INOGEN INC Healthcare 86,950.0 $537K +17K +24.4% $6.18 +3.7%
4730 TON STRATEGY CO 217,125.0 $536K -10K -4.2% $2.47
4731 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 2,700.0 $535K -900.0 -25.0% $198.29 +11.8%
4732 BEKE PUT KE HLDGS INC Real Estate 35,700.0 $534K -150K -80.7% $14.97 +12.8%
4733 TRON TRON INC Consumer Cyclical 235,360.0 $534K +103K +78.2% $2.27 -14.1%
4734 NPCE NEUROPACE INC Healthcare 40,621.0 $534K -53K -56.7% $13.15 +23.8%
4735 HZO MARINEMAX INC Consumer Cyclical 19,725.0 $534K +2K +9.8% $27.06 +26.4%
4736 ROP CALL ROPER TECHNOLOGIES INC Industrials 1,500.0 $531K +600.0 +66.7% $353.86 -7.1%
4737 BEAM BEAM THERAPEUTICS INC Healthcare 22,234.0 $530K -279K -92.6% $23.83 +16.1%
4738 GCBC GREENE CNTY BANCORP INC Financial Services 23,628.0 $530K -13K -35.2% $22.41 +11.6%
4739 PNNT PENNANTPARK INVT CORP Financial Services 117,910.0 $529K NEW $4.49 -14.7%
4740 DGX CALL QUEST DIAGNOSTICS INC Healthcare 2,700.0 $529K -13K -82.9% $195.98 -1.1%
Page 237 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%