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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 69 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 VNET GROUP INC 22,000,000.0 $25.0M 0.01% NEW $1.14
1362 SPHERE ENTERTAINMENT CO 7,410,000.0 $25.0M 0.01% NEW $3.37
1363 PDD CALL PDD HOLDINGS INC Consumer Cyclical 244,500.0 $25.0M 0.01% -197K -44.6% $102.18 -4.3%
1364 E ENI SPA Energy 441,092.0 $25.0M 0.01% +280K +173.4% $56.61 -2.6%
1365 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 832,601.0 $25.0M 0.01% -2.3M -73.7% $29.99 +14.5%
1366 FROG JFROG LTD Technology 531,869.0 $25.0M 0.01% +511K +2499.1% $46.93 +52.2%
1367 SBAC SBA COMMUNICATIONS CORP Real Estate 145,007.0 $25.0M 0.01% -667K -82.1% $172.11 +20.7%
1368 OFG OFG BANCORP Financial Services 614,747.0 $24.9M 0.01% -143K -18.8% $40.46 +11.7%
1369 OCGN OCUGEN INC Healthcare 13,727,192.0 $24.8M 0.01% +8.3M +154.4% $1.81 -25.4%
1370 COINBASE GLOBAL INC 25,000,000.0 $24.8M 0.01% NEW $0.99
1371 SKYT SKYWATER TECHNOLOGY INC Technology 905,432.0 $24.8M 0.01% +576K +175.1% $27.41 +28.2%
1372 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 222,700.0 $24.8M 0.01% +158K +244.2% $111.42 -76.5%
1373 VITL VITAL FARMS INC Consumer Defensive 1,750,203.0 $24.7M 0.01% +770K +78.5% $14.12 -33.2%
1374 CMCSA CALL COMCAST CORP NEW Communication Services 858,900.0 $24.7M 0.01% -3.6M -80.9% $28.71 -12.6%
1375 LOGI LOGITECH INTL S A Technology 270,512.0 $24.6M 0.01% +121K +81.3% $91.12 +16.1%
1376 FLUOR CORP 20,000,000.0 $24.6M 0.01% -12.5M -38.5% $1.23
1377 SATS CALL ECHOSTAR CORP Technology 210,300.0 $24.6M 0.01% -12K -5.2% $117.07 +21.1%
1378 SNA SNAP ON INC Industrials 67,734.0 $24.6M 0.01% +63K +1494.5% $363.22 -0.9%
1379 CYRX CRYOPORT INC Industrials 2,970,464.0 $24.6M 0.01% -274K -8.4% $8.28 +71.7%
1380 BKR CALL BAKER HUGHES COMPANY Energy 402,300.0 $24.6M 0.01% +108K +36.9% $61.05 +7.8%
Page 69 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%