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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 243 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4841 USMV ISHARES TR 4,662.0 $432K +2K +58.4% $92.74 +3.6%
4842 ORIC ORIC PHARMACEUTICALS INC Healthcare 34,012.0 $431K -63K -65.1% $12.67 -33.2%
4843 HAS CALL HASBRO INC Consumer Cyclical 4,600.0 $431K -12K -71.6% $93.60 -3.8%
4844 RMBS PUT RAMBUS INC DEL Technology 5,000.0 $430K -9K -63.2% $86.03 +55.2%
4845 HDSN HUDSON TECHNOLOGIES INC Basic Materials 72,683.0 $427K -116K -61.6% $5.88 -12.1%
4846 SANUWAVE HEALTH INC 24,669.0 $427K NEW $17.29
4847 BLZE BACKBLAZE INC Technology 123,351.0 $426K -529K -81.1% $3.45 +113.6%
4848 MTDR PUT MATADOR RES CO Energy 6,700.0 $423K -5K -43.7% $63.18 -11.2%
4849 SMTC CALL SEMTECH CORP Technology 5,500.0 $423K -23K -80.8% $76.89 +84.5%
4850 DATADOG INC 435,000.0 $422K -5.0M -92.0% $0.97
4851 FE CALL FIRSTENERGY CORP Utilities 8,300.0 $420K -39K -82.6% $50.66 -10.2%
4852 UTMD UTAH MED PRODS INC Healthcare 6,773.0 $420K -10K -58.6% $61.99 +3.5%
4853 HCM HUTCHMED CHINA LTD Healthcare 28,014.0 $419K -10K -25.6% $14.96 -19.5%
4854 IDR IDAHO STRATEGIC RESOURCES Basic Materials 13,033.0 $419K NEW $32.12 +16.3%
4855 GLSI GREENWICH LIFESCIENCES INC Healthcare 17,398.0 $418K NEW $24.02 +13.2%
4856 BOC BOSTON OMAHA CORP Communication Services 35,678.0 $417K -5K -13.2% $11.68 +5.6%
4857 RSG CALL REPUBLIC SVCS INC Industrials 1,900.0 $416K -2K -50.0% $219.02 -3.1%
4858 CROX CALL CROCS INC Consumer Cyclical 5,000.0 $415K -21K -81.0% $83.02 +31.2%
4859 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 83,133.0 $415K +55K +196.5% $4.99 +14.2%
4860 SYNAPTICS INC 400,000.0 $413K -10.3M -96.3% $1.03
Page 243 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%