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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 67 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WULF CALL TERAWULF INC Financial Services 650,400.0 $9.4M 0.00% +350K +116.8% $14.43 +53.7%
1322 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 79,900.0 $9.4M 0.00% +76K +2002.6% $117.40 -41.5%
1323 UPSTART HLDGS INC 12,925,000.0 $9.3M 0.00% +2.5M +24.0% $0.72
1324 ZBIO ZENAS BIOPHARMA INC Healthcare 476,818.0 $9.3M 0.00% +428K +869.9% $19.55 -0.6%
1325 CUBI CUSTOMERS BANCORP INC Financial Services 134,101.0 $9.3M 0.00% +91K +213.1% $69.41 +7.7%
1326 ALTO ALTO INGREDIENTS INC Basic Materials 1,915,990.0 $9.3M 0.00% +1.5M +418.5% $4.84 -4.8%
1327 PKST PEAKSTONE REALTY TRUST Real Estate 443,622.0 $9.3M 0.00% +317K +251.7% $20.89 +0.5%
1328 LXEO LEXEO THERAPEUTICS INC Healthcare 1,612,780.0 $9.3M 0.00% +705K +77.6% $5.74 -11.5%
1329 TEL PUT TE CONNECTIVITY PLC Technology 44,200.0 $9.2M 0.00% +41K +1127.8% $209.02 -4.6%
1330 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 1,399,348.0 $9.2M 0.00% +385K +37.9% $6.58 +13.1%
1331 LYEL LYELL IMMUNOPHARMA INC Healthcare 458,905.0 $9.2M 0.00% +400K +682.4% $20.06 -19.5%
1332 TILE INTERFACE INC Consumer Cyclical 368,383.0 $9.2M 0.00% +329K +824.2% $24.92 +14.3%
1333 DORM DORMAN PRODS INC Consumer Cyclical 87,652.0 $9.1M 0.00% +37K +73.8% $104.36 +10.1%
1334 PINS PUT PINTEREST INC Communication Services 495,600.0 $9.1M 0.00% +121K +32.3% $18.34 -0.4%
1335 BY BYLINE BANCORP INC Financial Services 287,664.0 $9.1M 0.00% +128K +80.4% $31.57 +2.6%
1336 CAL REDWOOD ACQUISITION CORP 893,247.0 $9.1M 0.00% +85K +10.4% $10.15
1337 KREF KKR REAL ESTATE FIN TR INC Real Estate 1,478,151.0 $9.0M 0.00% +1.5M +6949.6% $6.12 +3.5%
1338 KRC KILROY REALTY CORP Real Estate 319,484.0 $9.0M 0.00% +279K +697.0% $28.21 +20.0%
1339 TOST CALL TOAST INC Technology 338,700.0 $9.0M 0.00% +112K +49.2% $26.51 -14.7%
1340 ZURA BIO LTD 1,508,063.0 $9.0M 0.00% +475K +46.0% $5.95
Page 67 of 115  ·  2,283 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%