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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 93 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 DXCM PUT DEXCOM INC Healthcare 225,600.0 $15.0M 0.01% NEW $66.37 +8.6%
1842 SMH VANECK ETF TRUST 41,572.0 $15.0M 0.01% NEW $360.13 +60.0%
1843 HUBS PUT HUBSPOT INC Technology 37,300.0 $15.0M 0.01% NEW $401.30 -49.7%
1844 DYNAVAX TECHNOLOGIES CORP 972,481.0 $15.0M 0.01% NEW $15.38
1845 BIOHAVEN LTD 1,324,247.0 $15.0M 0.01% NEW $11.29
1846 LOGI LOGITECH INTL S A Technology 149,163.0 $14.9M 0.01% NEW $100.22 +12.4%
1847 FSM FORTUNA MNG CORP Basic Materials 1,523,049.0 $14.9M 0.01% NEW $9.81 -4.7%
1848 ARVN ARVINAS INC Healthcare 1,259,441.0 $14.9M 0.01% NEW $11.86 -23.4%
1849 MAIN MAIN STR CAP CORP Financial Services 247,063.0 $14.9M 0.01% NEW $60.39 -17.8%
1850 RPD RAPID7 INC Technology 981,190.0 $14.9M 0.01% NEW $15.20 -52.2%
1851 PLYMOUTH INDL REIT INC 681,413.0 $14.9M 0.01% NEW $21.88
1852 ELF CALL E L F BEAUTY INC Consumer Defensive 195,800.0 $14.9M 0.01% NEW $76.04 -30.4%
1853 ESTC CALL ELASTIC N V Technology 197,100.0 $14.9M 0.01% NEW $75.44 -27.3%
1854 JXN JACKSON FINANCIAL INC Financial Services 139,347.0 $14.9M 0.01% NEW $106.65 +0.3%
1855 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 1,500,000.0 $14.8M 0.01% NEW $9.90 +1.6%
1856 GNRC GENERAC HLDGS INC Industrials 108,815.0 $14.8M 0.01% NEW $136.37 +98.1%
1857 EMBC EMBECTA CORP Healthcare 1,248,539.0 $14.8M 0.01% NEW $11.88 -72.1%
1858 PEGA PEGASYSTEMS INC Technology 248,250.0 $14.8M 0.01% NEW $59.72 -42.5%
1859 PSTG CALL PURE STORAGE INC Technology 221,100.0 $14.8M 0.01% NEW $67.01 +28.7%
1860 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 184,494.0 $14.8M 0.01% NEW $80.30 -1.0%
Page 93 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%