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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 32 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MRK CALL MERCK & CO INC Healthcare 332,300.0 $42.7M 0.01% +14K +4.4% $128.50 +18.7%
622 WTS WATTS WATER TECHNOLOGIES INC Industrials 108,110.0 $42.3M 0.01% +102K +1631.1% $391.45 -4.1%
623 RDDT CALL REDDIT INC Communication Services 243,300.0 $42.2M 0.01% +156K +177.7% $173.58 -11.7%
624 STARWOOD PPTY TR INC 41,500,000.0 $42.2M 0.01% +5.0M +13.7% $1.02
625 OFRM ONCE UPON A FARM PBC Consumer Defensive 2,056,490.0 $42.1M 0.01% +756K +58.1% $20.48 -15.3%
626 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 863,400.0 $42.0M 0.01% +365K +73.2% $48.64 +5.7%
627 ROAD CONSTRUCTION PARTNERS INC Industrials 352,270.0 $41.8M 0.01% +347K +6079.1% $118.77 -5.6%
628 NOG NORTHERN OIL & GAS INC Energy 2,301,454.0 $41.8M 0.01% +1.8M +327.6% $18.15 +50.6%
629 PAGAYA TECHNOLOGIES LTD 2,286,864.0 $41.7M 0.01% +1.4M +161.4% $18.25
630 RLJ RLJ LODGING TR Real Estate 3,516,351.0 $41.7M 0.01% +3.4M +2755.0% $11.85 -3.0%
631 IDXX IDEXX LABS INC Healthcare 78,980.0 $41.6M 0.01% +9K +12.1% $526.44 +5.8%
632 MADISON SQUARE GARDEN ENTMT 512,995.0 $41.5M 0.01% +125K +32.2% $80.89
633 CTKB CYTEK BIOSCIENCES INC Healthcare 9,338,010.0 $41.4M 0.01% +3.0M +48.4% $4.43 +8.6%
634 AMRC AMERESCO INC Industrials 1,487,282.0 $41.0M 0.01% +1.2M +489.4% $27.60 -22.5%
635 FRO FRONTLINE PLC Energy 1,173,002.0 $40.8M 0.01% +555K +89.9% $34.79 +25.5%
636 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 6,508,220.0 $40.6M 0.01% +4.9M +294.6% $6.24 +38.5%
637 NSIT INSIGHT ENTERPRISES INC Technology 330,954.0 $40.3M 0.01% +300K +971.2% $121.80 +21.0%
638 O REALTY INCOME CORP Real Estate 649,569.0 $40.2M 0.01% +510K +365.3% $61.96 +1.0%
639 WU WESTERN UN CO Financial Services 5,225,882.0 $40.2M 0.01% +4.6M +701.2% $7.70 -5.3%
640 APH PUT AMPHENOL CORP Technology 226,500.0 $39.9M 0.01% +118K +109.3% $176.32 -11.0%
Page 32 of 101  ·  2,007 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 21.9%
Financial Services 15.9%
Industrials 14.8%
Healthcare 12.3%
Consumer Cyclical 8.4%
Communication Services 5.2%
Basic Materials 4.6%
Energy 4.5%
Real Estate 4.4%
Consumer Defensive 4.1%