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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 43 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 KO CALL COCA COLA CO Consumer Defensive 650,500.0 $49.5M 0.02% +6K +0.9% $76.05 +6.7%
842 GRMN GARMIN LTD Technology 212,942.0 $49.4M 0.02% -66K -23.6% $232.01 +3.3%
843 SN SHARKNINJA INC Consumer Cyclical 466,319.0 $49.4M 0.02% +377K +423.3% $105.90 -3.7%
844 IT GARTNER INC Technology 311,407.0 $49.3M 0.02% -284K -47.7% $158.34 -0.7%
845 CTVA CORTEVA INC Basic Materials 588,099.0 $49.2M 0.02% -814K -58.0% $83.71 -5.6%
846 ARMK ARAMARK Industrials 1,207,246.0 $48.9M 0.02% +857K +244.8% $40.54 +27.4%
847 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,044,265.0 $48.7M 0.02% -681K -25.0% $23.81 +42.7%
848 REGN REGENERON PHARMACEUTICALS Healthcare 62,730.0 $48.5M 0.02% -317K -83.5% $772.64 -15.9%
849 TMUS CALL T-MOBILE US INC Communication Services 230,600.0 $48.4M 0.02% +90K +64.0% $210.03 -9.5%
850 PNR PENTAIR PLC Industrials 555,810.0 $48.4M 0.02% +183K +49.0% $87.11 -14.8%
851 WAL WESTERN ALLIANCE BANCORP Financial Services 682,909.0 $48.4M 0.02% +622K +1026.4% $70.85 +8.7%
852 SNPS PUT SYNOPSYS INC Technology 122,000.0 $48.4M 0.02% -76K -38.3% $396.48 +25.8%
853 ATO ATMOS ENERGY CORP Utilities 261,421.0 $48.3M 0.02% +194K +290.3% $184.72 -3.9%
854 GPC GENUINE PARTS CO Consumer Cyclical 454,398.0 $48.1M 0.02% -447K -49.6% $105.75 -7.7%
855 SPRY ARS PHARMACEUTICALS INC Healthcare 5,982,919.0 $48.0M 0.02% +2.8M +88.8% $8.03 -2.9%
856 INTERNATIONAL BANCSHARES COR 712,435.0 $47.9M 0.02% +159K +28.7% $67.29
857 SHOP PUT SHOPIFY INC Technology 403,400.0 $47.9M 0.02% +196K +94.8% $118.62 -11.5%
858 BKR PUT BAKER HUGHES COMPANY Energy 780,800.0 $47.7M 0.02% +521K +201.0% $61.05 +7.8%
859 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 2,513,099.0 $47.3M 0.02% -1.5M -38.1% $18.83 +19.8%
860 KGC KINROSS GOLD CORP Basic Materials 1,544,493.0 $47.1M 0.02% -1.2M -42.9% $30.52 -6.1%
Page 43 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%