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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 94 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 UPST PUT UPSTART HLDGS INC Financial Services 110,300.0 $2.8M 0.00% +50K +82.6% $25.65 +9.9%
1862 OKLO OKLO INC Utilities 56,876.0 $2.8M 0.00% +6K +11.5% $49.59 +12.1%
1863 SHOULDER INNOVATIONS INC 193,942.0 $2.8M 0.00% +102K +110.8% $14.53
1864 MOH PUT MOLINA HEALTHCARE INC Healthcare 21,100.0 $2.8M 0.00% +18K +580.6% $133.30 +39.4%
1865 COMSTOCK INC 920,548.0 $2.8M 0.00% +840K +1042.3% $3.05
1866 EME PUT EMCOR GROUP INC Industrials 3,800.0 $2.8M 0.00% +300.0 +8.6% $738.31 +16.6%
1867 LNN LINDSAY CORP Industrials 23,472.0 $2.8M 0.00% +20K +582.7% $119.07 -9.2%
1868 NCLH CALL NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 149,300.0 $2.8M 0.00% +131K +720.3% $18.70 -20.0%
1869 TLN CALL TALEN ENERGY CORP Utilities 8,700.0 $2.8M 0.00% +7K +383.3% $319.23 -1.5%
1870 NEXA NEXA RES S A Basic Materials 260,932.0 $2.8M 0.00% +5K +2.0% $10.59 +35.7%
1871 PSA CALL PUBLIC STORAGE OPER CO Real Estate 10,200.0 $2.8M 0.00% +8K +343.5% $270.88 +8.8%
1872 FSK PUT FS KKR CAP CORP Financial Services 271,200.0 $2.8M 0.00% +17K +6.9% $10.18 +5.2%
1873 GLNG GOLAR LNG LTD Energy 50,577.0 $2.7M 0.00% +37K +280.5% $54.11 +4.3%
1874 FULC FULCRUM THERAPEUTICS INC Healthcare 356,471.0 $2.7M 0.00% +302K +554.9% $7.67 -22.3%
1875 LTRX LANTRONIX INC Technology 521,041.0 $2.7M 0.00% +249K +91.2% $5.24 +21.4%
1876 FITB CALL FIFTH THIRD BANCORP Financial Services 58,500.0 $2.7M 0.00% +7K +12.9% $46.46 +2.9%
1877 MRAM EVERSPIN TECHNOLOGIES INC Technology 307,733.0 $2.7M 0.00% +90K +41.1% $8.79 +267.0%
1878 NDAQ CALL NASDAQ INC Financial Services 31,800.0 $2.7M 0.00% +25K +367.6% $84.89 +9.7%
1879 SPSC SPS COMM INC Technology 48,376.0 $2.7M 0.00% +39K +400.8% $55.67 -6.0%
1880 TRIPLE FLAG PRECIOUS METAL 77,533.0 $2.7M 0.00% +62K +401.2% $34.71
Page 94 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%