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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 42 of 290  ·  5,796 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 POWL POWELL INDS INC Industrials 198,405.0 $56.8M 0.02% +192K +2796.8% $286.36 -31.1%
822 ASX ASE TECHNOLOGY HLDG CO LTD Technology 1,255,430.0 $56.6M 0.02% +317K +33.7% $45.12 -19.1%
823 CNI CANADIAN NATL RY CO Industrials 473,152.0 $56.4M 0.02% -477K -50.2% $119.22 +7.6%
824 WHR WHIRLPOOL CORP Consumer Cyclical 1,429,381.0 $56.3M 0.02% +621K +76.8% $39.42 +2.7%
825 PYPL PUT PAYPAL HLDGS INC Financial Services 1,299,700.0 $56.1M 0.02% -349K -21.2% $43.18 +44.3%
826 KLARNA GROUP PLC 2,772,772.0 $56.1M 0.02% +2.0M +237.4% $20.24
827 MCD CALL MCDONALDS CORP Consumer Cyclical 207,000.0 $56.0M 0.02% -12K -5.3% $270.31 -0.4%
828 PPG PPG INDS INC Basic Materials 460,839.0 $55.9M 0.02% +279K +152.8% $121.29 -7.3%
829 STEL STELLAR BANCORP INC Financial Services 1,418,033.0 $55.8M 0.02% +829K +140.6% $39.32 -0.0%
830 LIBERTY MEDIA CORP DEL 48,488,000.0 $55.7M 0.02% -4.6M -8.6% $1.15
831 SITM SITIME CORP Technology 74,411.0 $55.5M 0.02% +20K +35.7% $745.56 -19.7%
832 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 625,500.0 $55.4M 0.02% +49K +8.5% $88.60 -36.1%
833 INFY INFOSYS LTD Technology 5,283,004.0 $55.4M 0.02% -1.1M -17.4% $10.49 +12.8%
834 UCTT ULTRA CLEAN HLDGS INC Technology 388,205.0 $55.4M 0.02% -297K -43.4% $142.59 -48.8%
835 BANC BANC OF CALIFORNIA INC Financial Services 2,698,474.0 $55.1M 0.02% -4.6M -62.9% $20.43 -8.7%
836 LITE LUMENTUM HLDGS INC Technology 64,178.0 $55.1M 0.02% -58K -47.4% $858.06 +2.5%
837 TGT CALL TARGET CORP Consumer Defensive 421,300.0 $55.0M 0.02% +92K +27.8% $130.61 +21.1%
838 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 464,300.0 $54.9M 0.02% +114K +32.7% $118.31 -78.5%
839 OPCH OPTION CARE HEALTH INC Healthcare 2,618,869.0 $54.9M 0.02% +978K +59.6% $20.97 +12.0%
840 PATRICK INDS INC 36,915,000.0 $54.9M 0.02% +3.0M +8.8% $1.49
Page 42 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%