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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 11 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 K2 CAP ACQUISITION CORP 500,000.0 $5.0M 0.00% NEW $10.05
202 TECK PUT TECK RESOURCES LTD Basic Materials 97,000.0 $5.0M 0.00% NEW $51.75 +16.4%
203 HENNESSY CAP INVTS CORP VIII 500,000.0 $5.0M 0.00% NEW $10.00
204 IEAG INFINITE EAGLE ACQUISITION C Financial Services 500,000.0 $5.0M 0.00% NEW $10.00 +0.5%
205 PTON CALL PELOTON INTERACTIVE INC Consumer Cyclical 1,162,700.0 $5.0M 0.00% NEW $4.29 +23.5%
206 CAMBRIDGE ACQUISITION CORP 500,000.0 $5.0M 0.00% NEW $9.96
207 EHAB ENHABIT INC Healthcare 340,774.0 $4.8M 0.00% NEW $14.09 -2.1%
208 MDLN CALL MEDLINE INC Healthcare 107,300.0 $4.8M 0.00% NEW $44.50 -19.1%
209 BRZE PUT BRAZE INC Technology 201,800.0 $4.8M 0.00% NEW $23.61 -7.8%
210 FROG PUT JFROG LTD Technology 101,000.0 $4.7M 0.00% NEW $46.93 +44.7%
211 ANL ADLAI NORTYE LTD Healthcare 681,775.0 $4.7M 0.00% NEW $6.92 +54.6%
212 VCYT CALL VERACYTE INC Healthcare 146,300.0 $4.7M 0.00% NEW $32.21 +28.8%
213 GENB GENERATE BIOMEDICINES INC Financial Services 376,893.0 $4.7M 0.00% NEW $12.50 +4.1%
214 SNSE SENSEI BIOTHERAPEUTICS INC Healthcare 146,565.0 $4.6M 0.00% NEW $31.52 -46.8%
215 HWKN HAWKINS INC Basic Materials 29,725.0 $4.6M 0.00% NEW $153.60 +1.3%
216 FVAV FORTRESS VALUE ACQU CORP V Financial Services 450,000.0 $4.5M 0.00% NEW $10.03 +0.7%
217 TDG PUT TRANSDIGM GROUP INC Industrials 3,800.0 $4.4M 0.00% NEW $1158.96 +2.0%
218 ITGR CALL INTEGER HLDGS CORP Healthcare 50,000.0 $4.4M 0.00% NEW $88.00 +2.2%
219 VARONIS SYS INC 5,000,000.0 $4.4M 0.00% NEW $0.87
220 TECK CALL TECK RESOURCES LTD Basic Materials 83,700.0 $4.3M 0.00% NEW $51.75 +16.4%
Page 11 of 36  ·  710 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%