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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 264 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5261 QBTS PUT D-WAVE QUANTUM INC Technology 10,300.0 $149K NEW $14.43 +32.1%
5262 NOMA NOMADAR CORP. Consumer Cyclical 36,182.0 $148K -21K -36.5% $4.08 -25.7%
5263 FIP FTAI INFRASTRUCTURE INC Industrials 29,725.0 $147K -503K -94.4% $4.94 -13.0%
5264 WSBK WINCHESTER BANCORP INC Financial Services 11,543.0 $147K -5K -28.2% $12.70 -0.5%
5265 CALL TMC THE METALS COMPANY INC 450,000.0 $146K $0.33
5266 OMNICELL COM 150,000.0 $146K $0.97
5267 CALL CHURCHILL CAPITAL CORP IX 322,639.0 $145K +12K +3.9% $0.45
5268 AGEN AGENUS INC Healthcare 43,409.0 $145K -182K -80.7% $3.34 -7.5%
5269 CALL GENERAL PURP ACQUISITION COR 600,000.0 $144K NEW $0.24
5270 STRATEGY INC 206,400.0 $144K NEW $0.70
5271 VHUB VENHUB GLOBAL INC Consumer Cyclical 231,771.0 $143K NEW $0.62 +102.5%
5272 CALL PERIMETER ACQUISITION CORP I 207,097.0 $143K +102K +97.2% $0.69
5273 CAL REDWOOD ACQUISITION CORP 646,192.0 $142K +44K +7.2% $0.22
5274 FHTX FOGHORN THERAPEUTICS INC Healthcare 29,552.0 $141K -179K -85.8% $4.78 -24.7%
5275 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 10,902.0 $141K -11K -49.7% $12.92 -48.3%
5276 THAYER VENTURES ACQ CORP II 700,000.0 $140K $0.20
5277 MAKO MNG CORP 21,750.0 $140K NEW $6.43
5278 IONR IONEER LTD Basic Materials 32,802.0 $140K +13K +64.5% $4.26 -3.4%
5279 CALY CALL CALLAWAY GOLF CO Consumer Cyclical 10,000.0 $139K NEW $13.88 +7.8%
5280 LVWR LIVEWIRE GROUP INC Consumer Cyclical 83,464.0 $139K NEW $1.66 -22.3%
Page 264 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%