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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 86 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 NERV MINERVA NEUROSCIENCES INC Healthcare 708,291.0 $4.3M 0.00% +570K +413.6% $6.02 -27.6%
1702 PATK PATRICK INDS INC Consumer Cyclical 38,366.0 $4.3M 0.00% +31K +397.7% $111.07 -18.7%
1703 ALEC ALECTOR INC Healthcare 1,979,226.0 $4.3M 0.00% +646K +48.5% $2.15 -1.9%
1704 CMRE COSTAMARE INC Industrials 250,856.0 $4.2M 0.00% +183K +270.5% $16.90 +1.7%
1705 BLSH BULLISH Technology 118,583.0 $4.2M 0.00% +19K +19.5% $35.73 +1.4%
1706 RDW REDWIRE CORPORATION Industrials 498,192.0 $4.2M 0.00% +181K +56.9% $8.50 +64.2%
1707 MUR MURPHY OIL CORP Energy 102,607.0 $4.2M 0.00% +9K +10.1% $41.25 -2.0%
1708 EGH ACQUISITION CORP. 413,677.0 $4.2M 0.00% +162K +64.7% $10.21
1709 RGTI CALL RIGETTI COMPUTING INC Technology 300,500.0 $4.2M 0.00% +211K +235.8% $14.04 +18.4%
1710 EME CALL EMCOR GROUP INC Industrials 5,700.0 $4.2M 0.00% +2K +58.3% $738.31 +18.8%
1711 YUMC CALL YUM CHINA HLDGS INC Consumer Cyclical 86,100.0 $4.2M 0.00% +74K +635.9% $48.78 -6.8%
1712 IMMUNIC INC 3,779,922.0 $4.2M 0.00% +361K +10.6% $1.11
1713 THC PUT TENET HEALTHCARE CORP Healthcare 22,200.0 $4.2M 0.00% +6K +33.7% $188.71 +2.0%
1714 WBTN WEBTOON ENTMT INC Technology 452,690.0 $4.2M 0.00% +262K +136.9% $9.19 +24.5%
1715 RYZ RYERSON HLDG CORP Consumer Defensive 184,202.0 $4.1M 0.00% +80K +76.2% $22.48 +9.5%
1716 AGX CALL ARGAN INC Industrials 7,600.0 $4.1M 0.00% +6K +406.7% $544.65 +17.4%
1717 NGNE NEUROGENE INC Healthcare 204,809.0 $4.1M 0.00% +133K +187.2% $20.16 +38.8%
1718 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 208,023.0 $4.1M 0.00% +200K +2558.4% $19.82 +3.0%
1719 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 182,521.0 $4.1M 0.00% +50K +38.0% $22.43 +28.1%
1720 PROK PROKIDNEY CORP Healthcare 2,271,577.0 $4.1M 0.00% +437K +23.8% $1.79 -10.1%
Page 86 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%