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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 75 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 EIX EDISON INTL Utilities 296,431.0 $21.7M 0.01% -400K -57.4% $73.18 -3.9%
1482 KNTK KINETIK HOLDINGS INC Energy 447,648.0 $21.7M 0.01% +436K +3841.3% $48.41 +3.6%
1483 DEI DOUGLAS EMMETT INC Real Estate 2,295,751.0 $21.6M 0.01% -3.3M -59.1% $9.42 +21.7%
1484 STEL STELLAR BANCORP INC Financial Services 589,476.0 $21.6M 0.01% -523K -47.0% $36.61 +2.2%
1485 PK PARK HOTELS & RESORTS INC Real Estate 2,049,046.0 $21.6M 0.01% +872K +74.1% $10.53 +8.2%
1486 NATL NCR ATLEOS CORPORATION Technology 494,689.0 $21.6M 0.01% +247K +100.1% $43.58 +2.8%
1487 FITB FIFTH THIRD BANCORP Financial Services 463,437.0 $21.5M 0.01% -585K -55.8% $46.46 +5.8%
1488 FRO FRONTLINE PLC Energy 617,570.0 $21.5M 0.01% +534K +643.2% $34.86 +10.3%
1489 CIEN PUT CIENA CORP Technology 55,400.0 $21.5M 0.01% -4K -6.9% $388.23 +51.3%
1490 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 2,385,065.0 $21.5M 0.01% -92K -3.7% $9.01 +17.1%
1491 DOW PUT DOW HLDGS INC Basic Materials 515,200.0 $21.5M 0.01% +189K +58.0% $41.65 -13.8%
1492 NN NEXTNAV INC Communication Services 1,338,171.0 $21.4M 0.01% +789K +143.9% $16.02 +33.5%
1493 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 40,853.0 $21.4M 0.01% +34K +485.4% $523.47 -1.9%
1494 UNIT UNITI GROUP LLC Real Estate 2,278,930.0 $21.4M 0.01% +166K +7.9% $9.38 +16.7%
1495 GL GLOBE LIFE INC Financial Services 153,355.0 $21.3M 0.01% +110K +253.2% $139.17 +12.5%
1496 SURROZEN INC 731,138.0 $21.3M 0.01% +10K +1.4% $29.13
1497 TTI TETRA TECHNOLOGIES INC DEL Energy 2,498,496.0 $21.3M 0.01% +1.7M +219.6% $8.52 +22.3%
1498 OFRM ONCE UPON A FARM PBC Consumer Defensive 1,300,459.0 $21.3M 0.01% NEW $16.35 -4.0%
1499 GMAB GENMAB A/S Healthcare 792,293.0 $21.3M 0.01% +698K +737.8% $26.83 +0.8%
1500 DLTR PUT DOLLAR TREE INC Consumer Defensive 193,500.0 $21.2M 0.01% -742K -79.3% $109.51 -12.6%
Page 75 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%