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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 6 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PEN PENUMBRA INC Healthcare 1,098,136.0 $360.6M 0.15% +420K +62.0% $328.37 -0.6%
102 CVX CHEVRON CORPORATION Energy 1,732,061.0 $358.4M 0.15% -419K -19.5% $206.90 -5.2%
103 QQQ INVESCO QQQ TR Financial Services 618,044.0 $356.7M 0.15% +21K +3.5% $577.18 +22.3%
104 MA PUT MASTERCARD INCORPORATED Financial Services 697,900.0 $348.7M 0.14% -177K -20.2% $499.66 +1.2%
105 OVV OVINTIV INC Energy 5,856,068.0 $347.6M 0.14% +163K +2.9% $59.36 +1.1%
106 JPM PUT JPMORGAN CHASE & CO Financial Services 1,179,000.0 $346.8M 0.14% $294.16 +2.2%
107 UNH PUT UNITEDHEALTH GROUP INC Healthcare 1,279,900.0 $346.3M 0.14% +750K +141.5% $270.59 +44.5%
108 INTC PUT INTEL CORP Technology 7,806,200.0 $344.5M 0.14% +710K +10.0% $44.13 +145.1%
109 ALIBABA GROUP HLDG LTD 246,992,000.0 $343.3M 0.14% +45.6M +22.6% $1.39
110 STEP STEPSTONE GROUP INC Financial Services 7,173,424.0 $342.3M 0.14% +2.7M +61.0% $47.72 +12.3%
111 LRCX LAM RESEARCH CORP Technology 1,588,727.0 $339.4M 0.14% +480K +43.3% $213.66 +30.1%
112 ROST ROSS STORES INC Consumer Cyclical 1,550,276.0 $335.8M 0.14% -65K -4.0% $216.63 -2.6%
113 VLO VALERO ENERGY CORP Energy 1,350,674.0 $333.7M 0.14% +1.3M +1850.8% $247.08 +4.6%
114 GM GENERAL MTRS CO Consumer Cyclical 4,473,755.0 $333.3M 0.14% -548K -10.9% $74.50 -0.4%
115 MSCI MSCI INC Financial Services 612,159.0 $330.0M 0.14% +126K +26.0% $539.01 +8.4%
116 CG CARLYLE GROUP INC Financial Services 6,803,055.0 $329.2M 0.14% -1.5M -18.4% $48.39 -3.7%
117 XOM EXXON MOBIL CORP Energy 1,936,937.0 $328.6M 0.14% +1.1M +129.1% $169.66 -5.4%
118 PPL PPL CORP Utilities 8,586,178.0 $328.0M 0.14% +7.3M +582.2% $38.20 -8.6%
119 CVX PUT CHEVRON CORPORATION Energy 1,584,500.0 $327.8M 0.14% +310K +24.4% $206.90 -5.2%
120 CSCO CISCO SYS INC Technology 4,205,969.0 $326.3M 0.14% +3.2M +339.3% $77.59 +53.2%
Page 6 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%