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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 103 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FSBW FS BANCORP INC Financial Services 9,649.0 $372K -6K -37.9% $38.59 +5.4%
2042 VLRS CONTROLADORA VUELA COMP DE A Industrials 51,403.0 $372K -939K -94.8% $7.24 -10.7%
2043 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 45,134.0 $372K -5K -10.8% $8.24 -3.6%
2044 DC DAKOTA GOLD CORP Basic Materials 73,566.0 $372K -534K -87.9% $5.05 +9.8%
2045 AARD AARDVARK THERAPEUTICS INC Healthcare 98,334.0 $371K -385K -79.7% $3.77 +19.8%
2046 ETON PHARMACEUTICALS INC 14,939.0 $369K -64K -81.2% $24.68
2047 AMCX AMC NETWORKS INC Communication Services 53,840.0 $366K -293K -84.5% $6.79 +22.0%
2048 OLP ONE LIBERTY PPTYS INC Real Estate 16,963.0 $364K -15K -47.5% $21.46 +6.4%
2049 ATI PUT ATI INC Industrials 2,500.0 $364K -2K -49.0% $145.46 +4.3%
2050 RAMP LIVERAMP HLDGS INC Technology 13,636.0 $362K -25K -64.8% $26.52 +42.5%
2051 CMTG CLAROS MTG TR INC Real Estate 151,451.0 $360K -1.2M -88.6% $2.38 -9.7%
2052 NE PUT NOBLE CORP PLC Energy 7,300.0 $358K -200.0 -2.7% $49.07 +10.5%
2053 BKV BKV CORP Energy 12,518.0 $357K -7K -34.5% $28.52 +1.4%
2054 ACHR PUT ARCHER AVIATION INC Industrials 68,000.0 $352K -42K -38.1% $5.17 +14.2%
2055 LVO LIVEONE INC Communication Services 68,757.0 $351K -21K -23.7% $5.10 +19.4%
2056 FRMI FERMI INC Utilities 59,159.0 $345K -1.3M -95.7% $5.84 +8.3%
2057 SOXL DIREXION SHARES ETF TRUST 7,210.0 $345K -31K -81.2% $47.91 +212.1%
2058 BOH BANK HAWAII CORP Financial Services 4,621.0 $343K -10K -68.2% $74.25 +3.3%
2059 USCB USCB FINANCIAL HOLDINGS INC Financial Services 18,461.0 $342K -17K -47.3% $18.54 -2.2%
2060 XPEV PUT XPENG INC Consumer Cyclical 20,000.0 $342K -98K -83.1% $17.11 -12.0%
Page 103 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%