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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 73 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 169,916.0 $22.7M 0.01% +77K +82.9% $133.46 +15.5%
1442 CSX PUT CSX CORP Industrials 552,100.0 $22.7M 0.01% +486K +737.8% $41.05 +11.8%
1443 WAB WABTEC Industrials 90,577.0 $22.6M 0.01% -32K -25.9% $249.91 +3.7%
1444 JBL JABIL INC Technology 85,027.0 $22.6M 0.01% +34K +65.4% $265.63 +34.2%
1445 CORT CORCEPT THERAPEUTICS INC Healthcare 558,747.0 $22.5M 0.01% +470K +531.8% $40.31 +48.1%
1446 XLB PUT SELECT SECTOR SPDR TR 450,000.0 $22.5M 0.01% -330K -42.3% $49.97 +0.1%
1447 INSM CALL INSMED INC Healthcare 137,300.0 $22.5M 0.01% NEW $163.52 -33.0%
1448 APPF APPFOLIO INC Technology 142,068.0 $22.4M 0.01% -139K -49.5% $157.82 +2.9%
1449 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 301,406.0 $22.4M 0.01% +287K +2050.6% $74.38 -32.5%
1450 EQNR EQUINOR ASA Energy 531,177.0 $22.4M 0.01% -151K -22.2% $42.20 -8.4%
1451 PUMP PROPETRO HLDG CORP Energy 1,552,869.0 $22.4M 0.01% +940K +153.4% $14.41 +18.2%
1452 JOBY AVIATION INC 26,100,000.0 $22.4M 0.01% NEW $0.86
1453 SNOW CALL SNOWFLAKE INC Technology 148,200.0 $22.4M 0.01% -237K -61.5% $150.82 +10.7%
1454 AGI ALAMOS GOLD INC Basic Materials 502,991.0 $22.3M 0.01% +202K +67.2% $44.43 -11.7%
1455 ROIV ROIVANT SCIENCES LTD Healthcare 803,801.0 $22.3M 0.01% -394K -32.9% $27.70 +17.0%
1456 SAM BOSTON BEER INC Consumer Defensive 96,615.0 $22.3M 0.01% +40K +69.8% $230.40 -20.4%
1457 VC VISTEON CORP Consumer Cyclical 244,277.0 $22.3M 0.01% +27K +12.6% $91.11 +19.9%
1458 FSM FORTUNA MNG CORP Basic Materials 2,239,621.0 $22.2M 0.01% +717K +47.0% $9.93 -5.1%
1459 RMD PUT RESMED INC Healthcare 99,000.0 $22.2M 0.01% +82K +482.4% $224.48 -6.5%
1460 MMM CALL 3M CO Industrials 153,000.0 $22.2M 0.01% +67K +77.5% $145.23 +4.4%
Page 73 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%