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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 183 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 SHEL CALL SHELL PLC Energy 37,800.0 $2.8M 0.00% NEW $73.48 +14.6%
3642 UEC CALL URANIUM ENERGY CORP Energy 237,600.0 $2.8M 0.00% NEW $11.68 +16.7%
3643 BBWI PUT BATH & BODY WORKS INC Consumer Cyclical 138,100.0 $2.8M 0.00% NEW $20.08 +0.7%
3644 BORR DRILLING LTD 687,245.0 $2.8M 0.00% NEW $4.03
3645 GEN DIGITAL INC 627,445.0 $2.8M 0.00% NEW $4.41
3646 KLIC KULICKE & SOFFA INDS INC Technology 60,733.0 $2.8M 0.00% NEW $45.56 +131.8%
3647 ROK CALL ROCKWELL AUTOMATION INC Industrials 7,100.0 $2.8M 0.00% NEW $389.07 +17.3%
3648 CALL NEBIUS GROUP N.V. 33,000.0 $2.8M 0.00% NEW $83.70
3649 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 130,100.0 $2.8M 0.00% NEW $21.23 +16.7%
3650 TLS TELOS CORP MD Technology 541,570.0 $2.8M 0.00% NEW $5.10 -3.6%
3651 HSBC PUT HSBC HLDGS PLC Financial Services 35,100.0 $2.8M 0.00% NEW $78.67 +18.4%
3652 PPC PILGRIMS PRIDE CORP Consumer Defensive 70,742.0 $2.8M 0.00% NEW $38.99 -26.8%
3653 HALL CHADWICK ACQUISITION CO 275,000.0 $2.8M 0.00% NEW $10.02
3654 WEST WESTROCK COFFEE CO Consumer Defensive 676,400.0 $2.8M 0.00% NEW $4.07 +92.2%
3655 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 165,100.0 $2.8M 0.00% NEW $16.66 +24.1%
3656 CLNE CLEAN ENERGY FUELS CORP Energy 1,307,977.0 $2.7M 0.00% NEW $2.10 -0.2%
3657 PPL CAP FDG INC 2,500,000.0 $2.7M 0.00% NEW $1.10
3658 WING CALL WINGSTOP INC Consumer Cyclical 11,500.0 $2.7M 0.00% NEW $238.49 -34.2%
3659 DGX CALL QUEST DIAGNOSTICS INC Healthcare 15,800.0 $2.7M 0.00% NEW $173.53 +12.8%
3660 CALL PRAXIS PRECISION MEDICINES I 9,300.0 $2.7M 0.00% NEW $294.74
Page 183 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%