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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 56 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CELH PUT CELSIUS HLDGS INC Consumer Defensive 723,200.0 $33.1M 0.01% NEW $45.74 -35.1%
1102 BANC BANC OF CALIFORNIA INC Financial Services 1,714,712.0 $33.1M 0.01% NEW $19.29 -2.5%
1103 LOW LOWES COS INC Consumer Cyclical 136,899.0 $33.0M 0.01% NEW $241.16 -9.9%
1104 RDDT CALL REDDIT INC Communication Services 143,300.0 $32.9M 0.01% NEW $229.87 -36.2%
1105 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 1,212,705.0 $32.9M 0.01% NEW $27.16 +12.6%
1106 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 516,700.0 $32.9M 0.01% NEW $63.72 +43.0%
1107 Z PUT ZILLOW GROUP INC Communication Services 481,400.0 $32.8M 0.01% NEW $68.22 -46.5%
1108 DG PUT DOLLAR GEN CORP NEW Consumer Defensive 247,300.0 $32.8M 0.01% NEW $132.77 -20.9%
1109 LI AUTO INC 32,475,000.0 $32.8M 0.01% NEW $1.01
1110 TRMB TRIMBLE INC Technology 418,797.0 $32.8M 0.01% NEW $78.35 -28.6%
1111 CVNA CALL CARVANA CO Consumer Cyclical 77,600.0 $32.7M 0.01% NEW $422.02 -84.7%
1112 NVO CALL NOVO-NORDISK A S Healthcare 643,300.0 $32.7M 0.01% NEW $50.88 -12.8%
1113 BMO BANK MONTREAL QUE Financial Services 251,707.0 $32.7M 0.01% NEW $129.85 +23.0%
1114 ENS ENERSYS Industrials 222,699.0 $32.7M 0.01% NEW $146.75 +62.8%
1115 HSY HERSHEY CO Consumer Defensive 179,378.0 $32.6M 0.01% NEW $181.98 +4.6%
1116 QLYS QUALYS INC Technology 245,322.0 $32.6M 0.01% NEW $132.90 -24.3%
1117 PUT FORTINET INC 410,200.0 $32.6M 0.01% NEW $79.41
1118 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 868,106.0 $32.5M 0.01% NEW $37.45 +54.8%
1119 SYF SYNCHRONY FINANCIAL Financial Services 389,363.0 $32.5M 0.01% NEW $83.43 -13.6%
1120 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 1,193,138.0 $32.4M 0.01% NEW $27.15 -27.8%
Page 56 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%