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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 85 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 STRL CALL STERLING INFRASTRUCTURE INC Industrials 10,900.0 $4.4M 0.00% +1K +10.1% $407.27 +89.3%
1682 EBS EMERGENT BIOSOLUTIONS INC Healthcare 532,001.0 $4.4M 0.00% +294K +123.8% $8.30 -2.0%
1683 YORW YORK WTR CO Utilities 144,670.0 $4.4M 0.00% +126K +662.1% $30.45 -3.8%
1684 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 190,400.0 $4.4M 0.00% +6K +3.2% $23.08 +13.0%
1685 VMC PUT VULCAN MATLS CO Basic Materials 16,100.0 $4.4M 0.00% +12K +274.4% $272.30 -2.2%
1686 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 197,782.0 $4.4M 0.00% +138K +229.7% $22.16 +74.3%
1687 SLDP SOLID POWER INC Industrials 1,459,581.0 $4.4M 0.00% +798K +120.5% $3.00 -9.3%
1688 FNV CALL FRANCO NEV CORP Basic Materials 17,700.0 $4.4M 0.00% +10K +118.5% $247.05 -8.8%
1689 ZTS PUT ZOETIS INC Healthcare 36,900.0 $4.4M 0.00% +19K +107.3% $118.21 -34.3%
1690 AMRN AMARIN CORP PLC Healthcare 300,536.0 $4.3M 0.00% +134K +80.8% $14.46 -2.8%
1691 FFIV PUT F5 INC Technology 15,000.0 $4.3M 0.00% +3K +28.2% $289.33 +31.2%
1692 STVN STEVANATO GROUP S P A Healthcare 315,191.0 $4.3M 0.00% +301K +2184.7% $13.75 +29.4%
1693 ELF PUT E L F BEAUTY INC Consumer Defensive 71,500.0 $4.3M 0.00% +52K +266.7% $60.61 -9.5%
1694 NATH NATHANS FAMOUS INC Consumer Cyclical 42,872.0 $4.3M 0.00% +27K +169.8% $100.73 -0.3%
1695 KRNT KORNIT DIGITAL LTD Industrials 293,785.0 $4.3M 0.00% +119K +68.0% $14.66 -0.5%
1696 FMNB FARMERS NATIONAL BANC CORP Financial Services 327,087.0 $4.3M 0.00% +64K +24.1% $13.16 +5.5%
1697 CCOI COGENT COMM HOLDINGS INC Communication Services 228,396.0 $4.3M 0.00% +190K +488.9% $18.84 -6.2%
1698 IPX IPERIONX LTD Basic Materials 164,725.0 $4.3M 0.00% +47K +40.3% $26.04 +36.7%
1699 FFIC FLUSHING FINL CORP Financial Services 279,167.0 $4.3M 0.00% +192K +218.5% $15.36 +1.8%
1700 SHBI SHORE BANCSHARES INC Financial Services 229,098.0 $4.3M 0.00% +41K +21.9% $18.68 +3.4%
Page 85 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%