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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 16 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EXEL CALL EXELIXIS INC Healthcare 52,700.0 $2.3M 0.00% NEW $42.89 +16.2%
302 WILLOW LANE ACQUISITION CRP 220,750.0 $2.2M 0.00% NEW $10.10
303 CYH PUT COMMUNITY HEALTH SYS INC NEW Healthcare 750,000.0 $2.2M 0.00% NEW $2.94 -4.8%
304 GHM GRAHAM CORP Industrials 27,732.0 $2.2M 0.00% NEW $78.92 +19.6%
305 RILY BRC GROUP HOLDINGS INC Financial Services 298,866.0 $2.2M 0.00% NEW $7.32 +28.7%
306 METALLUS INC 133,311.0 $2.2M 0.00% NEW $16.34
307 SILJ CALL AMPLIFY ETF TR 72,500.0 $2.2M 0.00% NEW $29.72 -5.2%
308 FRAF FRANKLIN FINL SVCS CORP Financial Services 41,654.0 $2.1M 0.00% NEW $51.08 +8.4%
309 MSEX MIDDLESEX WTR CO Utilities 40,767.0 $2.1M 0.00% NEW $52.05 -1.9%
310 VSE CORP 42,744.0 $2.1M 0.00% NEW $49.40
311 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 125,000.0 $2.1M 0.00% NEW $16.86 -8.2%
312 DTM DT MIDSTREAM INC Energy 15,465.0 $2.1M 0.00% NEW $134.67 +10.5%
313 KSA ISHARES TR 52,069.0 $2.1M 0.00% NEW $39.75 -3.2%
314 SPRING VY ACQUISITION CORP I 202,500.0 $2.1M 0.00% NEW $10.16
315 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 1,164,968.0 $2.1M 0.00% NEW $1.76 +98.9%
316 FDN FIRST TR EXCHANGE-TRADED FD 8,751.0 $2.0M 0.00% NEW $234.03 +14.3%
317 DXPE DXP ENTERPRISES INC Industrials 14,520.0 $2.0M 0.00% NEW $139.73 +4.4%
318 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 200,000.0 $2.0M 0.00% NEW $10.05 +0.4%
319 OIM ONEIM ACQUISITION CORP Financial Services 200,000.0 $2.0M 0.00% NEW $9.96 +0.4%
320 DNMX DYNAMIX CORP III Financial Services 200,000.0 $2.0M 0.00% NEW $9.92 +0.7%
Page 16 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%