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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 102 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 TMP TOMPKINS FINL CORP Financial Services 5,095.0 $402K -12K -69.8% $78.84 +4.1%
2022 LAD PUT LITHIA MTRS INC Consumer Cyclical 1,600.0 $400K -200.0 -11.1% $249.72 +4.9%
2023 AR CALL ANTERO RESOURCES CORP Energy 9,400.0 $399K -40K -80.9% $42.44 -9.6%
2024 TLYS TILLYS INC Consumer Cyclical 98,103.0 $397K -152K -60.7% $4.05 +7.7%
2025 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 89,676.0 $395K -107K -54.3% $4.40 -8.9%
2026 KMDA KAMADA LTD Healthcare 46,934.0 $391K -111K -70.2% $8.34 -7.6%
2027 RBB RBB BANCORP Financial Services 18,261.0 $390K -42K -69.9% $21.37 +7.3%
2028 DCBO DOCEBO INC Technology 22,285.0 $390K -191K -89.6% $17.49 -1.5%
2029 ALPS ALPS GROUP INC Healthcare 387,495.0 $387K -58K -13.0% $1.00 -15.0%
2030 SNDL INC 293,469.0 $387K -863K -74.6% $1.32
2031 SITE CTRS CORP 71,616.0 $387K -1.2M -94.3% $5.40
2032 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 2,200.0 $386K -20K -90.0% $175.48 +56.1%
2033 ROADZEN INC 321,438.0 $386K -55K -14.6% $1.20
2034 VTSI VIRTRA INC Industrials 103,364.0 $383K -13K -11.1% $3.71 -7.8%
2035 CGAU CENTERRA GOLD INC Basic Materials 21,571.0 $383K -622K -96.7% $17.76 -4.0%
2036 SLF SUN LIFE FINANCIAL INC. Financial Services 6,097.0 $381K -349K -98.3% $62.56 +15.0%
2037 LAD LITHIA MTRS INC Consumer Cyclical 1,525.0 $381K -123K -98.8% $249.72 +4.9%
2038 HDL SUPER HI INTL HLDG LTD Consumer Cyclical 25,150.0 $379K -3K -12.0% $15.07 -1.7%
2039 TMQ TRILOGY METALS INC NEW Basic Materials 104,205.0 $375K -224K -68.3% $3.59 +14.6%
2040 MSTR STRATEGY INC Technology 3,000.0 $374K -166K -98.2% $124.80 +42.2%
Page 102 of 117  ·  2,325 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%