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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 36 of 53  ·  1,056 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SEZL CALL SEZZLE INC Financial Services 2,800.0 $481K NEW $171.63 -29.8%
702 MAS PUT MASCO CORP Industrials 5,900.0 $480K NEW $81.37 -7.3%
703 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 41,880.0 $480K NEW $11.45 -17.8%
704 MECHANICS BANCORP 30,071.0 $478K NEW $15.90
705 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 6,800.0 $476K NEW $69.98 -5.1%
706 ED CALL CONSOLIDATED EDISON INC Utilities 4,300.0 $476K NEW $110.63 -1.9%
707 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 18,390.0 $475K NEW $25.82 -1.7%
708 TE CALL T1 ENERGY INC Industrials 50,000.0 $474K NEW $9.48 -52.7%
709 CC CALL CHEMOURS CO Basic Materials 22,900.0 $470K NEW $20.52 -22.1%
710 SIMO CALL SILICON MOTION TECHNOLOGY CO Technology 1,400.0 $467K NEW $333.33 -27.2%
711 DINO CALL HF SINCLAIR CORP Energy 6,700.0 $467K NEW $69.65 +36.6%
712 ABX ABACUS GLOBAL MGMT INC Financial Services 43,386.0 $465K NEW $10.71 -13.8%
713 AEYE AUDIOEYE INC Technology 79,817.0 $464K NEW $5.81 +23.6%
714 STEP PUT STEPSTONE GROUP INC Financial Services 11,200.0 $463K NEW $41.36 +20.4%
715 MTN CALL VAIL RESORTS INC Consumer Cyclical 3,400.0 $463K NEW $136.15 +12.6%
716 BARK BARK INC Consumer Cyclical 46,301.0 $462K NEW $9.98 +7.5%
717 HIMX CALL HIMAX TECHNOLOGIES INC Technology 30,100.0 $462K NEW $15.34 -9.8%
718 MTZ PUT MASTEC INC Industrials 1,100.0 $458K NEW $416.06 -35.1%
719 NRDY NERDY INC Technology 499,158.0 $457K NEW $0.92 +1035.2%
720 FND CALL FLOOR & DECOR HLDGS INC Consumer Cyclical 7,700.0 $457K NEW $59.36 -2.7%
Page 36 of 53  ·  1,056 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 21.7%
Financial Services 16.2%
Industrials 14.7%
Healthcare 12.2%
Consumer Cyclical 8.3%
Communication Services 5.4%
Real Estate 4.5%
Basic Materials 4.5%
Energy 4.4%
Consumer Defensive 4.0%