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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 128 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 WPP WPP PLC NEW Communication Services 460,354.0 $7.2M 0.00% NEW $15.55 +8.9%
2542 EWT ISHARES INC 100,894.0 $7.2M 0.00% +78K +342.5% $70.92 +47.6%
2543 DJCO DAILY JOURNAL CORP Technology 14,828.0 $7.2M 0.00% -9K -36.5% $482.34 +12.4%
2544 RIGL RIGEL PHARMACEUTICALS INC Healthcare 264,410.0 $7.1M 0.00% -167K -38.7% $27.04 +35.2%
2545 ECPG ENCORE CAP GROUP INC Financial Services 101,948.0 $7.1M 0.00% +18K +21.3% $70.12 +24.2%
2546 THAYER VENTURES ACQ CORP II 700,000.0 $7.1M 0.00% $10.21
2547 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 62,200.0 $7.1M 0.00% +2K +2.5% $114.85 +4.0%
2548 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 47,768.0 $7.1M 0.00% -24K -33.6% $149.52 +22.7%
2549 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 101,100.0 $7.1M 0.00% NEW $70.51 -32.0%
2550 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 24,300.0 $7.1M 0.00% -5K -18.2% $292.75 +31.2%
2551 CYTK PUT CYTOKINETICS INC Healthcare 107,900.0 $7.1M 0.00% NEW $65.91 +23.2%
2552 CELH CALL CELSIUS HLDGS INC Consumer Defensive 199,300.0 $7.1M 0.00% -23K -10.3% $35.48 -19.6%
2553 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 189,596.0 $7.1M 0.00% +53K +38.4% $37.29 +38.6%
2554 KE KIMBALL ELECTRONICS INC Industrials 298,244.0 $7.1M 0.00% +168K +129.1% $23.69 +3.1%
2555 AGX ARGAN INC Industrials 12,952.0 $7.1M 0.00% +5K +55.8% $544.65 +34.4%
2556 USAR USA RARE EARTH INC Basic Materials 466,050.0 $7.1M 0.00% +430K +1206.2% $15.14 +41.5%
2557 INSW INTERNATIONAL SEAWAYS INC Energy 96,735.0 $7.1M 0.00% +6K +7.2% $72.88 +20.4%
2558 WVE WAVE LIFE SCIENCES LTD Healthcare 972,241.0 $7.0M 0.00% +388K +66.3% $7.25 -16.7%
2559 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 53,800.0 $7.0M 0.00% +42K +337.4% $131.01 -11.1%
2560 SYF PUT SYNCHRONY FINANCIAL Financial Services 103,500.0 $7.0M 0.00% +76K +283.3% $68.02 +12.2%
Page 128 of 282  ·  5,622 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%