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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 94 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 7,288,057.0 $13.8M 0.01% +387K +5.6% $1.90 +114.5%
1862 ETN CALL EATON CORP PLC Industrials 38,600.0 $13.8M 0.01% +8K +24.9% $357.67 +9.4%
1863 FG F&G ANNUITIES & LIFE INC Financial Services 545,062.0 $13.8M 0.01% +160K +41.6% $25.32 +9.8%
1864 VRTX VERTEX PHARMACEUTICALS INC Healthcare 30,823.0 $13.8M 0.01% -335K -91.6% $446.54 -2.7%
1865 ON PUT ON SEMICONDUCTOR CORP Technology 221,900.0 $13.7M 0.01% -436K -66.2% $61.92 +87.7%
1866 IRIDIUM COMMUNICATIONS INC 494,662.0 $13.7M 0.01% -543K -52.3% $27.74
1867 CCJ CALL CAMECO CORP Energy 126,300.0 $13.7M 0.01% +35K +38.9% $108.61 -3.6%
1868 BKSY BLACKSKY TECHNOLOGY INC Technology 544,676.0 $13.7M 0.01% -412K -43.1% $25.16 +90.3%
1869 RRR RED ROCK RESORTS INC Consumer Cyclical 256,594.0 $13.7M 0.01% -116K -31.2% $53.36 +3.8%
1870 CPRT PUT COPART INC Industrials 412,400.0 $13.7M 0.01% NEW $33.20 +1.8%
1871 KBE SPDR SERIES TRUST 229,743.0 $13.7M 0.01% NEW $59.55 +6.7%
1872 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 365,216.0 $13.7M 0.01% +281K +333.6% $37.45 -1.3%
1873 APH PUT AMPHENOL CORP Technology 108,200.0 $13.7M 0.01% +54K +99.6% $126.35 +4.5%
1874 URBN URBAN OUTFITTERS INC Consumer Cyclical 215,543.0 $13.7M 0.01% -204K -48.6% $63.35 +15.2%
1875 KARBON CAP PARTNERS CORP 1,354,985.0 $13.6M 0.01% NEW $10.06
1876 CRAI CRA INTL INC Industrials 84,155.0 $13.6M 0.01% +41K +93.2% $161.88 -8.4%
1877 CALL INGERSOLL RAND INC 170,000.0 $13.6M 0.01% NEW $80.12
1878 SHW SHERWIN WILLIAMS CO Basic Materials 42,392.0 $13.6M 0.01% -123K -74.3% $320.55 -3.6%
1879 ARI APOLLO COML REAL ESTATE FIN Real Estate 1,286,506.0 $13.6M 0.01% +782K +155.2% $10.56 +3.6%
1880 FTV FORTIVE CORP Technology 245,589.0 $13.6M 0.01% -1.3M -83.8% $55.28 +7.0%
Page 94 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%