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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 33 of 118  ·  2,342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 APP APPLOVIN CORP Technology 34,067.0 $17.6M 0.01% -10K -23.4% $515.23 -40.0%
642 TOST TOAST INC Technology 630,594.0 $17.5M 0.01% -4.1M -86.7% $27.82 +27.2%
643 SKYT SKYWATER TECHNOLOGY INC Technology 502,951.0 $17.5M 0.01% -402K -44.5% $34.82 -6.8%
644 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 147,900.0 $17.5M 0.01% -75K -33.6% $118.31 -78.5%
645 RDN RADIAN GROUP INC Financial Services 464,439.0 $17.5M 0.01% -451K -49.3% $37.67 -2.8%
646 UNIT UNITI GROUP LLC Real Estate 1,521,128.0 $17.4M 0.01% -758K -33.2% $11.47 -11.7%
647 BKR CALL BAKER HUGHES COMPANY Energy 313,200.0 $17.4M 0.01% -89K -22.1% $55.50 +13.1%
648 VVV VALVOLINE INC Energy 439,365.0 $17.4M 0.01% -264K -37.6% $39.54 -14.6%
649 WEBULL CORP 2,656,653.0 $17.3M 0.01% -3.3M -55.1% $6.52
650 NEXT NEXTDECADE CORP Energy 2,254,323.0 $17.0M 0.01% -300K -11.7% $7.54 -7.6%
651 ERIE ERIE INDTY CO Financial Services 70,887.0 $17.0M 0.01% -70K -49.5% $239.75 +10.4%
652 BB BLACKBERRY LTD Technology 1,338,505.0 $16.9M 0.01% -359K -21.1% $12.65 -35.4%
653 CVS PUT CVS HEALTH CORP Healthcare 163,500.0 $16.9M 0.01% -440K -72.9% $103.45 -9.2%
654 LBRDA LIBERTY BROADBAND CORP Communication Services 507,178.0 $16.9M 0.01% -126K -19.9% $33.28 +8.1%
655 CXW CORECIVIC INC Real Estate 555,415.0 $16.9M 0.01% -827K -59.8% $30.38 +9.5%
656 OR OR ROYALTIES INC. Basic Materials 530,774.0 $16.8M 0.01% -631K -54.3% $31.63 +11.3%
657 DOO BRP INC Consumer Cyclical 275,152.0 $16.8M 0.01% -13K -4.5% $61.01 +9.5%
658 TBBK BANCORP INC DEL Financial Services 267,695.0 $16.8M 0.01% -358K -57.2% $62.64 +7.3%
659 VMI VALMONT INDS INC Industrials 29,003.0 $16.8M 0.01% -3K -10.0% $577.60 -16.3%
660 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 490,400.0 $16.7M 0.01% -545K -52.6% $34.00 +3.9%
Page 33 of 118  ·  2,342 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%