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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 251 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5001 NKTX NKARTA INC Healthcare 145,688.0 $307K +41K +39.2% $2.11 +43.6%
5002 PENG PENGUIN SOLUTIONS INC Technology 17,405.0 $306K -45K -72.1% $17.60 +177.3%
5003 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 14,480.0 $306K -7K -31.8% $21.14 -33.4%
5004 NCSM NCS MULTISTAGE HLDGS INC Energy 4,940.0 $305K NEW $61.84 -29.3%
5005 CEF SPROTT ASSET MANAGEMENT LP Financial Services 6,400.0 $305K NEW $47.63 +0.7%
5006 REE AUTOMOTIVE LTD 507,319.0 $304K $0.60
5007 COAL EXCHANGE TRADED CONCEPTS TRU 11,079.0 $304K NEW $27.44 -9.7%
5008 RS RELIANCE INC Basic Materials 994.0 $302K -74K -98.7% $303.92 +19.2%
5009 UNITY SOFTWARE INC 300,000.0 $300K NEW $1.00
5010 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,276.0 $299K NEW $24.39 +1.1%
5011 RANI RANI THERAPEUTICS HLDGS INC Healthcare 405,669.0 $298K +242K +148.4% $0.73 +48.3%
5012 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 18,700.0 $298K -100.0 -0.5% $15.92 +15.2%
5013 QXO PUT QXO INC Industrials 15,300.0 $297K -92K -85.8% $19.42 -11.3%
5014 ZETA PUT ZETA GLOBAL HOLDINGS CORP Technology 18,500.0 $295K NEW $15.92 +15.2%
5015 CALL XEROX HOLDINGS CORP 3,224,279.0 $292K NEW $0.09
5016 EWD ISHARES INC 5,977.0 $291K NEW $48.72 +7.2%
5017 CALL GAMESTOP CORP NEW 75,299.0 $291K -81K -51.9% $3.86
5018 UPXI UPEXI INC Communication Services 294,184.0 $290K -552K -65.2% $0.99 +42.0%
5019 MTZ CALL MASTEC INC Industrials 900.0 $290K NEW $321.74 +20.8%
5020 DHC DIVERSIFIED HEALTHCARE TR Real Estate 43,562.0 $289K -454K -91.2% $6.64 +34.0%
Page 251 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%