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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 108 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 SWIM LATHAM GROUP INC Industrials 45,145.0 $242K -107K -70.2% $5.37 -8.6%
2142 EXPI EXP WORLD HLDGS INC Real Estate 39,649.0 $237K -113K -74.0% $5.99 -17.9%
2143 TDC TERADATA CORP DEL Technology 9,266.0 $237K -198K -95.5% $25.63 +30.5%
2144 TCBK TRICO BANCSHARES Financial Services 4,993.0 $237K -5K -49.5% $47.54 +4.2%
2145 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,280.0 $237K -64K -91.1% $37.76 -26.2%
2146 ODV OSISKO DEVELOPMENT CORP Basic Materials 72,811.0 $237K -1.3M -94.9% $3.25 +2.5%
2147 EMN PUT EASTMAN CHEM CO Basic Materials 3,100.0 $237K -61K -95.2% $76.32 -5.0%
2148 ANDG ANDERSEN GROUP INC Consumer Cyclical 8,688.0 $236K -205K -95.9% $27.20 +29.0%
2149 CABO CABLE ONE INC Communication Services 2,529.0 $231K -170.0 -6.3% $91.21 -46.5%
2150 BE CALL BLOOM ENERGY CORP Industrials 1,700.0 $230K -8K -82.7% $135.49 +103.7%
2151 SHAK CALL SHAKE SHACK INC Consumer Cyclical 2,600.0 $230K -18K -87.3% $88.47 -30.1%
2152 BOEING CO 3,551.0 $230K -200K -98.3% $64.71
2153 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 3,700.0 $229K -47K -92.6% $61.85 +1.5%
2154 PLAB PHOTRONICS INC Technology 5,642.0 $228K -108K -95.0% $40.41 +28.7%
2155 MGX METAGENOMI THERAPEUTICS INC Healthcare 170,104.0 $228K -65K -27.7% $1.34 -2.2%
2156 EVEX EVE HLDG INC Industrials 91,550.0 $227K -216K -70.2% $2.48 +28.2%
2157 SCHD SCHWAB STRATEGIC TR 7,360.0 $226K -323K -97.8% $30.68 +3.4%
2158 TIGR UP FINTECH HLDG LTD Financial Services 35,758.0 $225K -14K -27.7% $6.30 +2.9%
2159 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 18,115.0 $225K -402K -95.7% $12.40 +7.7%
2160 GSK GSK PLC Healthcare 4,067.0 $224K -40K -90.7% $55.19 -7.7%
Page 108 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%