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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 23 of 290  ·  5,796 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ROST ROSS STORES INC Consumer Cyclical 558,197.0 $118.8M 0.04% -992K -64.0% $212.85 +11.1%
442 NVS NOVARTIS AG Healthcare 758,029.0 $118.8M 0.04% NEW $156.72 -1.4%
443 MKTX CALL MARKETAXESS HLDGS INC Financial Services 1,046,700.0 $118.8M 0.04% +928K +785.5% $113.49 +43.2%
444 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2,071,816.0 $118.5M 0.04% -938K -31.2% $57.22 +17.1%
445 SM SM ENERGY COMPANY Energy 4,493,473.0 $117.3M 0.04% -539K -10.7% $26.10 +36.0%
446 CL COLGATE PALMOLIVE CO Consumer Defensive 1,276,446.0 $117.0M 0.04% +535K +72.2% $91.68 -0.2%
447 SOXL PUT DIREXION SHARES ETF TRUST 438,500.0 $117.0M 0.04% NEW $266.71 -51.6%
448 PG PUT PROCTER & GAMBLE CO Consumer Defensive 793,900.0 $116.4M 0.04% -371K -31.8% $146.64 -2.2%
449 MPC MARATHON PETE CORP Energy 454,885.0 $116.3M 0.04% +23K +5.3% $255.67 +43.2%
450 ICICI BANK LIMITED 3,991,397.0 $115.9M 0.04% $29.03
451 STRATEGY INC 129,974,000.0 $115.4M 0.04% +28.1M +27.6% $0.89
452 SCHW SCHWAB CHARLES CORP Financial Services 1,245,409.0 $114.9M 0.04% +594K +91.2% $92.27 +21.0%
453 LHX L3HARRIS TECHNOLOGIES INC Industrials 390,040.0 $113.3M 0.04% -3K -0.6% $290.59 -3.8%
454 SNOW PUT SNOWFLAKE INC Technology 445,100.0 $113.3M 0.04% +138K +45.2% $254.50 +27.8%
455 ADBE PUT ADOBE INC Technology 551,500.0 $113.1M 0.04% +45K +8.9% $205.02 +28.3%
456 KO COCA COLA CO Consumer Defensive 1,389,358.0 $112.9M 0.04% -130K -8.5% $81.27 +9.3%
457 DIA CALL STATE STR SPDR DOW JONES IND Financial Services 215,800.0 $112.7M 0.04% +118K +121.6% $522.39 +2.0%
458 DASH DOORDASH INC Communication Services 608,437.0 $112.3M 0.04% -852K -58.4% $184.53 +17.2%
459 SHAZ SHARONAI HOLDINGS INC Technology 1,334,105.0 $112.1M 0.04% +635K +91.0% $83.99 -18.1%
460 CUZ COUSINS PPTYS INC Real Estate 3,737,436.0 $112.0M 0.04% +2.3M +154.6% $29.98 -3.3%
Page 23 of 290  ·  5,796 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%