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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 44 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ABT PUT ABBOTT LABORATORIES Healthcare 458,600.0 $47.1M 0.02% -782K -63.0% $102.67 -13.9%
862 BLDR BUILDERS FIRSTSOURCE INC Industrials 571,262.0 $47.0M 0.02% +315K +122.8% $82.33 -13.5%
863 BBIO BRIDGEBIO PHARMA INC Healthcare 633,283.0 $47.0M 0.02% +597K +1631.0% $74.26 -8.1%
864 MGA MAGNA INTL INC Consumer Cyclical 842,969.0 $47.0M 0.02% +485K +135.5% $55.78 +6.5%
865 ZS ZSCALER INC Technology 334,904.0 $47.0M 0.02% +285K +573.6% $140.29 +24.9%
866 CNR CORE NATURAL RESOURCES INC Energy 448,558.0 $47.0M 0.02% -138K -23.5% $104.73 -20.0%
867 HAL PUT HALLIBURTON CO Energy 1,203,700.0 $46.9M 0.02% +621K +106.5% $38.99 +10.2%
868 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 78,900.0 $46.8M 0.02% NEW $592.98 -4.4%
869 VST VISTRA CORP Utilities 310,782.0 $46.7M 0.02% -801K -72.0% $150.33 -10.4%
870 DECK DECKERS OUTDOOR CORP Consumer Cyclical 465,095.0 $46.6M 0.02% -318K -40.6% $100.09 -5.8%
871 CSGS CSG SYS INTL INC Technology 581,782.0 $46.5M 0.02% +286K +96.7% $79.94 +0.9%
872 SNOW PUT SNOWFLAKE INC Technology 306,600.0 $46.2M 0.02% -41K -11.7% $150.82 +12.4%
873 EHC ENCOMPASS HEALTH CORP Healthcare 477,819.0 $46.2M 0.02% -957K -66.7% $96.73 +9.7%
874 PLTR PALANTIR TECHNOLOGIES INC Technology 315,743.0 $46.2M 0.02% -660K -67.6% $146.28 -7.5%
875 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 277,900.0 $46.2M 0.02% +112K +68.0% $166.07 +2.2%
876 NXST NEXSTAR MEDIA GROUP INC Communication Services 255,191.0 $46.1M 0.02% -64K -20.1% $180.83 +4.3%
877 LUNR INTUITIVE MACHINES INC Industrials 2,482,875.0 $46.1M 0.02% +1.7M +231.3% $18.56 +74.9%
878 NET CLOUDFLARE INC Technology 223,047.0 $46.0M 0.02% +8K +3.6% $206.34 +0.2%
879 KBH CALL KB HOME Consumer Cyclical 888,900.0 $46.0M 0.02% +872K +5287.3% $51.75 -13.0%
880 AVY AVERY DENNISON CORP Industrials 266,291.0 $46.0M 0.02% +206K +339.7% $172.68 -8.3%
Page 44 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%