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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 47 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 576,261.0 $43.9M 0.02% -1.2M -68.1% $76.16 +10.9%
922 PG CALL PROCTER & GAMBLE CO Consumer Defensive 303,800.0 $43.9M 0.02% -23K -7.0% $144.44 -1.4%
923 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 1,139,300.0 $43.8M 0.02% -310K -21.4% $38.42 +14.5%
924 DELL DELL TECHNOLOGIES INC Technology 266,093.0 $43.7M 0.02% -398K -59.9% $164.13 +54.1%
925 VNET VNET GROUP INC Technology 5,203,629.0 $43.7M 0.02% +1.7M +49.6% $8.39 +21.7%
926 WHR WHIRLPOOL CORP Consumer Cyclical 808,524.0 $43.6M 0.02% +306K +61.0% $53.92 -23.0%
927 HUM CALL HUMANA INC Healthcare 250,600.0 $43.5M 0.02% +165K +194.1% $173.39 +75.1%
928 AER AERCAP HOLDINGS NV Industrials 316,623.0 $43.4M 0.02% +71K +28.7% $137.18 +1.7%
929 ABBV CALL ABBVIE INC Healthcare 199,200.0 $43.3M 0.02% -81K -28.9% $217.49 -1.3%
930 CVS PUT CVS HEALTH CORP Healthcare 603,100.0 $43.3M 0.02% +310K +106.0% $71.82 +29.9%
931 PRI PRIMERICA INC Financial Services 172,800.0 $43.3M 0.02% -39K -18.6% $250.48 +12.2%
932 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 96,900.0 $43.3M 0.02% +37K +62.9% $446.54 -3.6%
933 ASCENDIS PHARMA A/S 189,027.0 $43.2M 0.02% -73K -27.9% $228.73
934 BKD BROOKDALE SR LIVING INC Healthcare 3,158,273.0 $43.2M 0.02% +1.8M +126.7% $13.68 -2.2%
935 WDC CALL WESTERN DIGITAL CORP Technology 159,400.0 $43.1M 0.02% -138K -46.4% $270.49 +69.9%
936 NTRS NORTHERN TR CORP Financial Services 308,719.0 $43.1M 0.02% -19K -5.9% $139.57 +19.7%
937 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 747,500.0 $43.1M 0.02% +571K +324.5% $57.64 +6.7%
938 GDXJ VANECK ETF TRUST 358,185.0 $43.0M 0.02% NEW $120.04 -6.5%
939 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 72,500.0 $43.0M 0.02% NEW $592.98 -4.9%
940 JD.COM INC 43,019,000.0 $43.0M 0.02% +35.0M +436.5% $1.00
Page 47 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%