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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 71 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CHCO CITY HLDG CO Financial Services 66,815.0 $8.0M 0.00% +44K +198.1% $119.52 +2.6%
1402 FN CALL FABRINET Technology 15,300.0 $8.0M 0.00% +11K +264.3% $521.52 +27.9%
1403 GRNT GRANITE RIDGE RESOURCES INC Energy 1,357,469.0 $8.0M 0.00% +709K +109.2% $5.87 -3.7%
1404 LENZ LENZ THERAPEUTICS INC Healthcare 869,257.0 $8.0M 0.00% +330K +61.2% $9.15 -22.6%
1405 VRTS VIRTUS INVT PARTNERS INC Financial Services 58,988.0 $7.9M 0.00% +25K +74.7% $134.35 +2.5%
1406 MOS PUT MOSAIC CO Basic Materials 309,500.0 $7.9M 0.00% +140K +82.2% $25.50 -15.4%
1407 AHCO ADAPTHEALTH CORP Healthcare 661,220.0 $7.9M 0.00% +109K +19.6% $11.90 -14.0%
1408 EMR PUT EMERSON ELEC CO Industrials 60,000.0 $7.9M 0.00% +40K +206.1% $131.02 +0.2%
1409 NTES CALL NETEASE COM INC Technology 70,000.0 $7.8M 0.00% +23K +47.7% $111.94 -2.3%
1410 STUBHUB HLDGS INC 1,252,090.0 $7.8M 0.00% +624K +99.2% $6.24
1411 HSBC CALL HSBC HLDGS PLC Financial Services 94,700.0 $7.8M 0.00% +55K +139.1% $82.49 +9.6%
1412 SCHL SCHOLASTIC CORP Communication Services 199,957.0 $7.8M 0.00% +190K +2012.2% $39.06 -0.6%
1413 IMAX IMAX CORP Communication Services 205,336.0 $7.8M 0.00% +196K +2063.2% $38.01 -11.5%
1414 ICFI ICF INTL INC Industrials 119,353.0 $7.8M 0.00% +91K +313.8% $65.29 +2.2%
1415 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 900,000.0 $7.8M 0.00% +500K +125.0% $8.65 +56.6%
1416 JCAP JEFFERSON CAPITAL INC Financial Services 404,349.0 $7.8M 0.00% +222K +122.3% $19.23 -11.7%
1417 VERX VERTEX INC Technology 653,512.0 $7.8M 0.00% +631K +2769.4% $11.89 +8.4%
1418 SWK CALL STANLEY BLACK & DECKER INC Industrials 109,200.0 $7.8M 0.00% +91K +506.7% $71.06 +3.2%
1419 EFC ELLINGTON FINANCIAL INC Real Estate 653,941.0 $7.7M 0.00% +489K +295.6% $11.85 +13.0%
1420 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 194,212.0 $7.7M 0.00% +181K +1372.3% $39.83 -12.4%
Page 71 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%