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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 259 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5161 GPMT GRANITE PT MTG TR INC Real Estate 145,569.0 $211K -97K -40.0% $1.45 -4.0%
5162 DXYZ DESTINY TECH100 INC 7,867.0 $211K NEW $26.78 +119.1%
5163 FSTR FOSTER L B CO Industrials 7,538.0 $210K NEW $27.90 +33.7%
5164 MICROCHIP TECHNOLOGY INC. 3,654.0 $210K NEW $57.47
5165 HBT HBT FINL INC. Financial Services 7,836.0 $209K -19K -70.5% $26.72 +5.4%
5166 FRMM FORUM MARKETS INC Technology 72,345.0 $209K -60K -45.3% $2.89 +61.8%
5167 SINCLAIR INC 16,147.0 $209K NEW $12.94
5168 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 12,266.0 $208K -100K -89.0% $16.97 +13.7%
5169 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 12,340.0 $208K -38K -75.3% $16.86 -2.4%
5170 KMX PUT CARMAX INC Consumer Cyclical 5,000.0 $208K -14K -74.0% $41.58 -9.2%
5171 MCI BARINGS CORPORATE INVS Financial Services 12,026.0 $207K NEW $17.24 +0.3%
5172 EWH ISHARES INC 8,935.0 $206K -4K -29.6% $23.09 +2.8%
5173 USPH U S PHYSICAL THERAPY Healthcare 2,743.0 $206K -17K -85.9% $74.96 -17.2%
5174 GTLB PUT GITLAB INC Technology 9,500.0 $206K -12K -55.0% $21.64 +18.1%
5175 FUTU CALL FUTU HLDGS LTD Financial Services 1,500.0 $205K -8K -84.0% $136.76 -9.7%
5176 EDU PUT NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 3,600.0 $204K -4K -55.6% $56.63 -16.3%
5177 APOLLO GLOBAL MGMT INC 3,469.0 $204K NEW $58.76
5178 COUR CALL COURSERA INC Consumer Defensive 35,000.0 $204K $5.82 -9.2%
5179 DY CALL DYCOM INDS INC Industrials 600.0 $203K NEW $338.82 +21.4%
5180 CAR AVIS BUDGET GROUP INC Industrials 1,392.0 $203K -49K -97.2% $145.85 +5.9%
Page 259 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%