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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 90 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 GM PUT GENERAL MTRS CO Consumer Cyclical 203,600.0 $15.2M 0.01% -1.5M -88.3% $74.50 +5.8%
1782 PBI PITNEY BOWES INC Industrials 1,372,541.0 $15.2M 0.01% -1.3M -47.8% $11.05 +38.0%
1783 PDD PDD HOLDINGS INC Consumer Cyclical 148,302.0 $15.2M 0.01% -234K -61.2% $102.18 -7.5%
1784 PHG KONINKLIJKE PHILIPS N V Healthcare 552,176.0 $15.1M 0.01% +540K +4548.3% $27.40 -1.6%
1785 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 91,518.0 $15.1M 0.01% -43K -31.9% $165.14 +7.5%
1786 COLB COLUMBIA BKG SYS INC Financial Services 550,608.0 $15.1M 0.01% +306K +124.9% $27.43 +8.4%
1787 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 2,189,338.0 $15.0M 0.01% -3.5M -61.6% $6.87 +48.2%
1788 NXPI CALL NXP SEMICONDUCTORS N V Technology 76,400.0 $15.0M 0.01% -24K -24.1% $196.86 +60.8%
1789 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 321,359.0 $15.0M 0.01% +185K +135.3% $46.71 -6.8%
1790 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 1,081,366.0 $15.0M 0.01% +1.1M +5790.8% $13.88 +0.0%
1791 ON ON SEMICONDUCTOR CORP Technology 241,990.0 $15.0M 0.01% -2.1M -89.7% $61.92 +87.7%
1792 TEAM CALL ATLASSIAN CORPORATION Technology 219,500.0 $15.0M 0.01% +80K +57.5% $68.25 +25.2%
1793 SMR NUSCALE PWR CORP Utilities 1,381,657.0 $15.0M 0.01% +803K +138.9% $10.84 +5.2%
1794 ADT ADT INC DEL Industrials 2,268,359.0 $14.9M 0.01% +703K +44.9% $6.57 +6.1%
1795 BYD BOYD GAMING CORP Consumer Cyclical 180,967.0 $14.9M 0.01% -119K -39.8% $82.18 -3.5%
1796 SNPS CALL SYNOPSYS INC Technology 37,500.0 $14.9M 0.01% -75K -66.5% $396.48 +32.3%
1797 MMM PUT 3M CO Industrials 102,300.0 $14.9M 0.01% -28K -21.2% $145.23 +5.0%
1798 TDY TELEDYNE TECHNOLOGIES INC Technology 24,501.0 $14.8M 0.01% +18K +308.0% $605.01 +2.6%
1799 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,987,574.0 $14.8M 0.01% +1.7M +140.3% $4.96 +62.5%
1800 LECO LINCOLN ELEC HLDGS INC Industrials 59,477.0 $14.8M 0.01% -82K -57.8% $249.08 +5.8%
Page 90 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%