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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 58 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WLK WESTLAKE CORPORATION Basic Materials 427,754.0 $31.6M 0.01% NEW $73.94 +19.7%
1142 AMN AMN HEALTHCARE SVCS INC Healthcare 2,005,966.0 $31.6M 0.01% NEW $15.76 +62.8%
1143 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 521,425.0 $31.6M 0.01% NEW $60.61 +4.0%
1144 URBN URBAN OUTFITTERS INC Consumer Cyclical 419,625.0 $31.6M 0.01% NEW $75.26 -4.8%
1145 HUN HUNTSMAN CORP Basic Materials 3,155,872.0 $31.6M 0.01% NEW $10.00 +43.8%
1146 TWLO CALL TWILIO INC Communication Services 221,700.0 $31.5M 0.01% NEW $142.24 +33.1%
1147 AVT AVNET INC Technology 654,695.0 $31.5M 0.01% NEW $48.08 +73.5%
1148 BCE CALL BCE INC Communication Services 960,000.0 $31.4M 0.01% NEW $32.74 -25.5%
1149 RIG TRANSOCEAN LTD Energy 7,596,497.0 $31.4M 0.01% NEW $4.13 +77.7%
1150 VITL VITAL FARMS INC Consumer Defensive 980,423.0 $31.3M 0.01% NEW $31.94 -70.5%
1151 ESI ELEMENT SOLUTIONS INC Basic Materials 1,253,031.0 $31.3M 0.01% NEW $24.99 +61.5%
1152 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 110,400.0 $31.3M 0.01% NEW $283.31 -23.0%
1153 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 64,073.0 $31.2M 0.01% NEW $487.25 +15.7%
1154 PSX PHILLIPS 66 Energy 241,899.0 $31.2M 0.01% NEW $129.04 +39.0%
1155 DELL CALL DELL TECHNOLOGIES INC Technology 247,900.0 $31.2M 0.01% NEW $125.88 +100.9%
1156 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 111,817.0 $31.2M 0.01% NEW $278.92 -9.0%
1157 CYRX CRYOPORT INC Industrials 3,244,802.0 $31.2M 0.01% NEW $9.60 +48.1%
1158 SPGI CALL S&P GLOBAL INC Financial Services 59,600.0 $31.1M 0.01% NEW $522.59 -20.2%
1159 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 113,000.0 $31.1M 0.01% NEW $275.39 +172.7%
1160 JBL CALL JABIL INC Technology 136,400.0 $31.1M 0.01% NEW $228.02 +56.3%
Page 58 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%