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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 82 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CALL QIAGEN NV 491,400.0 $18.4M 0.01% NEW $37.50
1622 BOX BOX INC Technology 778,822.0 $18.4M 0.01% +160K +25.9% $23.64 +7.4%
1623 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 201,393.0 $18.4M 0.01% -200K -49.8% $91.37 -16.3%
1624 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 1,193,209.0 $18.4M 0.01% +106K +9.8% $15.42 +4.3%
1625 VFC V F CORP Consumer Cyclical 1,082,226.0 $18.4M 0.01% +916K +551.5% $16.99 -4.6%
1626 CLH CLEAN HARBORS INC Industrials 63,880.0 $18.3M 0.01% +20K +46.5% $286.73 -1.5%
1627 GPRE GREEN PLAINS INC Basic Materials 1,112,879.0 $18.3M 0.01% -492K -30.7% $16.45 -8.4%
1628 SYK PUT STRYKER CORPORATION Healthcare 55,700.0 $18.3M 0.01% -95K -63.0% $328.59 -2.2%
1629 UNFI UNITED NAT FOODS INC Consumer Defensive 406,044.0 $18.3M 0.01% +7K +1.8% $45.06 +11.8%
1630 SONY CALL SONY GROUP CORP Technology 883,700.0 $18.3M 0.01% +715K +422.6% $20.70 +10.2%
1631 AMN AMN HEALTHCARE SVCS INC Healthcare 997,328.0 $18.3M 0.01% -1.0M -50.3% $18.34 +39.9%
1632 SWK STANLEY BLACK & DECKER INC Industrials 256,467.0 $18.2M 0.01% +48K +23.3% $71.06 +5.5%
1633 RIVIAN AUTOMOTIVE INC 19,000,000.0 $18.2M 0.01% -13.7M -41.9% $0.96
1634 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 604,200.0 $18.2M 0.01% +547K +956.3% $30.12 +13.9%
1635 IYR PUT ISHARES TR 192,200.0 $18.2M 0.01% $94.56 +8.5%
1636 TETRA TECH INC NEW 17,250,000.0 $18.2M 0.01% NEW $1.05
1637 IGV CALL ISHARES TR 226,800.0 $18.2M 0.01% +223K +5868.4% $80.05 +15.5%
1638 T CALL AT&T INC Communication Services 624,600.0 $18.1M 0.01% +372K +147.0% $28.99 -14.0%
1639 TREX TREX INC Industrials 497,084.0 $18.1M 0.01% -710K -58.8% $36.42 +5.0%
1640 UMBF UMB FINL CORP Financial Services 159,825.0 $18.0M 0.01% NEW $112.79 +15.4%
Page 82 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%