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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 9 of 290  ·  5,796 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLZ MONDELEZ INTL INC Consumer Defensive 4,658,188.0 $269.4M 0.10% +1.6M +54.4% $57.84 +7.5%
162 CENCORA INC 950,479.0 $269.0M 0.10% +576K +153.6% $282.98
163 DELL CALL DELL TECHNOLOGIES INC Technology 621,400.0 $268.1M 0.10% -843K -57.6% $431.46 +11.2%
164 SRE SEMPRA Utilities 2,865,477.0 $265.7M 0.10% +669K +30.4% $92.71 -7.3%
165 ALIBABA GROUP HLDG LTD 224,427,000.0 $265.0M 0.10% -22.6M -9.1% $1.18
166 CME CME GROUP INC Financial Services 1,195,989.0 $264.1M 0.10% +1.0M +611.8% $220.83 +21.3%
167 GLD CALL SPDR GOLD TR Financial Services 716,700.0 $264.0M 0.10% +584K +438.9% $368.38 +10.1%
168 BALL BALL CORP Consumer Cyclical 4,170,550.0 $260.2M 0.09% +51K +1.2% $62.40 -2.0%
169 ROKU ROKU INC Communication Services 1,883,645.0 $260.2M 0.09% +1.5M +429.6% $138.14 +14.6%
170 XBI PUT SPDR SERIES TRUST 1,643,900.0 $260.1M 0.09% +368K +28.9% $158.25 +0.8%
171 TMUS T-MOBILE US INC Communication Services 1,541,556.0 $258.6M 0.09% +53K +3.6% $167.73 +7.4%
172 NVT NVENT ELEC PLC Industrials 1,521,199.0 $258.0M 0.09% -3.0M -66.0% $169.61 +4.5%
173 SATS ECHOSTAR CORP Technology 2,520,287.0 $255.8M 0.09% +1.4M +117.2% $101.50 -8.9%
174 ENTERGY CORP NEW 2,224,055.0 $255.5M 0.09% +579K +35.2% $114.86
175 ASML PUT ASML HLDG NV Technology 128,000.0 $254.6M 0.09% +32K +33.5% $1989.44 -5.3%
176 WFC PUT WELLS FARGO & CO Financial Services 3,072,300.0 $253.9M 0.09% +233K +8.2% $82.64 +5.9%
177 VRT VERTIV HOLDINGS CO Industrials 755,811.0 $253.1M 0.09% +738K +4123.8% $334.82 -12.7%
178 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,416,088.0 $252.4M 0.09% +1.4M +10000.0% $178.24 +14.9%
179 VIAV VIAVI SOLUTIONS INC Technology 5,275,585.0 $251.9M 0.09% +3.0M +136.6% $47.75 -3.1%
180 KLAC PUT KLA CORP Technology 834,700.0 $251.8M 0.09% +787K +1657.3% $301.71 -31.8%
Page 9 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%