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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 77 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 146,487.0 $21.5M 0.01% NEW $146.58 -10.3%
1522 ED CONSOLIDATED EDISON INC Utilities 215,722.0 $21.4M 0.01% NEW $99.32 +8.1%
1523 PUT ANGLOGOLD ASHANTI PLC 251,000.0 $21.4M 0.01% NEW $85.28
1524 CRWD CALL CROWDSTRIKE HLDGS INC Technology 45,600.0 $21.4M 0.01% NEW $468.76 +38.3%
1525 NOVANTA INC 390,004.0 $21.3M 0.01% NEW $54.64
1526 TU PUT TELUS CORPORATION Communication Services 1,175,000.0 $21.3M 0.01% NEW $18.09 -31.3%
1527 EXPD EXPEDITORS INTL WASH INC Industrials 142,479.0 $21.2M 0.01% NEW $149.01 +5.5%
1528 SKYW SKYWEST INC Industrials 210,912.0 $21.2M 0.01% NEW $100.41 -17.1%
1529 SHAK SHAKE SHACK INC Consumer Cyclical 260,805.0 $21.2M 0.01% NEW $81.17 -21.8%
1530 MCK PUT MCKESSON CORP Healthcare 25,800.0 $21.2M 0.01% NEW $820.29 -6.6%
1531 ANYWHERE REAL ESTATE INC 1,483,414.0 $21.0M 0.01% NEW $14.16
1532 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 147,400.0 $21.0M 0.01% NEW $142.50 +16.5%
1533 SAIA SAIA INC Industrials 64,316.0 $21.0M 0.01% NEW $326.52 +42.9%
1534 STANDARDAERO INC 732,143.0 $21.0M 0.01% NEW $28.68
1535 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 82,000.0 $21.0M 0.01% NEW $256.03 -7.6%
1536 WULF TERAWULF INC Financial Services 1,825,307.0 $21.0M 0.01% NEW $11.49 +88.3%
1537 GREAT LAKES DREDGE & DOCK CO 1,597,481.0 $21.0M 0.01% NEW $13.12
1538 GNRC CALL GENERAC HLDGS INC Industrials 153,300.0 $20.9M 0.01% NEW $136.37 +81.7%
1539 PNW PINNACLE WEST CAP CORP Utilities 235,629.0 $20.9M 0.01% NEW $88.70 +14.9%
1540 GTLB GITLAB INC Technology 556,764.0 $20.9M 0.01% NEW $37.53 -31.7%
Page 77 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%