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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 40 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 OBNK ORIGIN BANCORP INC Financial Services 556,437.0 $28.5M 0.01% +219K +65.0% $51.15 -97.9%
782 BP CALL BP PLC Energy 768,900.0 $28.4M 0.01% +326K +73.5% $36.95 +21.1%
783 ORI OLD REP INTL CORP Financial Services 693,572.0 $28.4M 0.01% +626K +932.3% $40.92 +1.6%
784 ACA ARCOSA INC Industrials 195,264.0 $28.4M 0.01% +184K +1571.8% $145.29 -0.3%
785 OCULIS HOLDING AG 2,042,467.0 $28.3M 0.01% +1.1M +123.7% $13.87
786 SHOP SHOPIFY INC Technology 247,081.0 $28.2M 0.01% +14K +6.1% $114.18 +30.7%
787 FSM FORTUNA MNG CORP Basic Materials 3,336,789.0 $28.2M 0.01% +1.1M +49.0% $8.45 +42.9%
788 ADSK CALL AUTODESK INC Technology 144,600.0 $28.1M 0.01% +16K +12.1% $194.42 +30.6%
789 ISRG CALL INTUITIVE SURGICAL INC Healthcare 70,600.0 $28.1M 0.01% +18K +33.5% $397.68 -4.7%
790 CSX PUT CSX CORP Industrials 589,400.0 $28.0M 0.01% +37K +6.8% $47.53 +8.5%
791 FSLY FASTLY INC Technology 1,515,181.0 $27.8M 0.01% +101K +7.1% $18.36 +35.9%
792 TKR TIMKEN CO Industrials 190,980.0 $27.8M 0.01% +27K +16.4% $145.32 -13.9%
793 CMCSA PUT COMCAST CORP NEW Communication Services 1,124,400.0 $27.6M 0.01% +407K +56.8% $24.55 +9.4%
794 TSAT TELESAT CORP Technology 544,272.0 $27.6M 0.01% +393K +258.7% $50.62 -12.5%
795 GGB GERDAU SA Basic Materials 6,817,870.0 $27.5M 0.01% +4.0M +145.9% $4.04 +7.2%
796 PTRN PATTERN GROUP INC Technology 1,091,358.0 $27.5M 0.01% +665K +155.7% $25.19 -17.1%
797 HTHT H WORLD GROUP LTD Consumer Cyclical 657,485.0 $27.4M 0.01% +580K +752.1% $41.72 +17.8%
798 RDW REDWIRE CORPORATION Industrials 2,235,558.0 $27.3M 0.01% +1.7M +348.7% $12.23 -1.7%
799 UHAL U HAUL HOLDING COMPANY 415,461.0 $27.2M 0.01% +94K +29.3% $65.44
800 UPST UPSTART HLDGS INC Financial Services 764,847.0 $27.1M 0.01% +97K +14.5% $35.43 -14.5%
Page 40 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%