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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 89 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ATAIBECKLEY INC 4,364,096.0 $15.4M 0.01% NEW $3.54
1762 ELF CALL E L F BEAUTY INC Consumer Defensive 254,800.0 $15.4M 0.01% +59K +30.1% $60.61 -12.4%
1763 FSLR PUT FIRST SOLAR INC Energy 78,100.0 $15.4M 0.01% -58K -42.6% $197.26 +26.2%
1764 BIIB CALL BIOGEN INC Healthcare 83,900.0 $15.4M 0.01% -17K -17.0% $183.33 +3.3%
1765 ETN PUT EATON CORP PLC Industrials 43,000.0 $15.4M 0.01% -83K -65.9% $357.67 +6.7%
1766 PSN PARSONS CORP DEL Industrials 283,890.0 $15.4M 0.01% -230K -44.7% $54.17 -4.7%
1767 STOK STOKE THERAPEUTICS INC Healthcare 472,141.0 $15.4M 0.01% NEW $32.56 -6.9%
1768 WBI WATERBRIDGE INFRASTRUCTURE L Energy 573,508.0 $15.4M 0.01% -925K -61.7% $26.79 +13.7%
1769 CNS COHEN & STEERS INC Financial Services 245,440.0 $15.4M 0.01% -193K -44.1% $62.55 +15.3%
1770 KGS KODIAK GAS SVCS INC Energy 263,238.0 $15.4M 0.01% +70K +36.3% $58.32 +24.1%
1771 UHAL U HAUL HOLDING COMPANY Industrials 321,287.0 $15.4M 0.01% +309K +2583.9% $47.78 +5.2%
1772 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 421,464.0 $15.3M 0.01% +195K +86.5% $36.39 +2.0%
1773 RIOT RIOT PLATFORMS INC Financial Services 1,238,906.0 $15.3M 0.01% +625K +101.8% $12.36 +91.5%
1774 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 258,281.0 $15.3M 0.01% +227K +730.5% $59.27 -18.6%
1775 ZG ZILLOW GROUP INC Communication Services 368,778.0 $15.3M 0.01% +254K +222.3% $41.39 -10.8%
1776 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 70,700.0 $15.3M 0.01% +30K +71.6% $215.88 -31.0%
1777 AA PUT ALCOA CORP Basic Materials 229,800.0 $15.2M 0.01% -207K -47.4% $66.33 -0.1%
1778 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 277,889.0 $15.2M 0.01% -234K -45.7% $54.75 +10.6%
1779 SHOO MADDEN STEVEN LTD Consumer Cyclical 447,920.0 $15.2M 0.01% +212K +90.2% $33.92 +19.3%
1780 APA APA CORPORATION Energy 357,413.0 $15.2M 0.01% +286K +403.8% $42.44 -9.7%
Page 89 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%