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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 105 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 IJR ISHARES TR 2,564.0 $319K -1K -31.6% $124.31 +8.2%
2082 CTEV CLARITEV CORPORATION Healthcare 19,360.0 $316K -114K -85.5% $16.34 -24.5%
2083 PRQR PROQR THRAPEUTICS N V Healthcare 194,246.0 $315K -241K -55.3% $1.62 -2.8%
2084 OAKTREE SPECIALTY LENDING 27,724.0 $313K -64K -69.8% $11.30
2085 ASSERTIO HOLDINGS INC 16,425.0 $313K -18K -52.4% $19.06
2086 KOPN KOPIN CORP Technology 138,619.0 $312K -120K -46.3% $2.25 +115.6%
2087 KBDC KAYNE ANDERSON BDC INC Financial Services 22,729.0 $312K -232K -91.1% $13.72 +7.4%
2088 CALL LEIDOS HOLDINGS INC 2,000.0 $311K -700.0 -25.9% $155.52
2089 ALGT ALLEGIANT TRAVEL CO Industrials 3,818.0 $309K -24K -86.1% $81.04 -5.3%
2090 NC NACCO INDS INC Energy 5,950.0 $309K -6K -49.8% $51.97 -5.0%
2091 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 9,534.0 $309K -2K -16.5% $32.43 +2.9%
2092 PENG PENGUIN SOLUTIONS INC Technology 17,405.0 $306K -45K -72.1% $17.60 +161.2%
2093 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 14,480.0 $306K -7K -31.8% $21.14 -36.4%
2094 RS RELIANCE INC Basic Materials 994.0 $302K -74K -98.7% $303.92 +18.3%
2095 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 18,700.0 $298K -100.0 -0.5% $15.92 +17.9%
2096 QXO PUT QXO INC Industrials 15,300.0 $297K -92K -85.8% $19.42 -16.4%
2097 CALL GAMESTOP CORP NEW 75,299.0 $291K -81K -51.9% $3.86
2098 UPXI UPEXI INC Communication Services 294,184.0 $290K -552K -65.2% $0.99 +38.0%
2099 DHC DIVERSIFIED HEALTHCARE TR Real Estate 43,562.0 $289K -454K -91.2% $6.64 +27.4%
2100 LCII LCI INDS Consumer Cyclical 2,348.0 $289K -94K -97.6% $122.98 -9.4%
Page 105 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%