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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 206 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 RGEN CALL REPLIGEN CORP Healthcare 10,100.0 $1.7M 0.00% NEW $163.86 -29.7%
4102 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 56,618.0 $1.7M 0.00% NEW $29.19 +18.6%
4103 HTHT H WORLD GROUP LTD Consumer Cyclical 34,953.0 $1.6M 0.00% NEW $47.05 -8.3%
4104 SKT TANGER INC Real Estate 49,133.0 $1.6M 0.00% NEW $33.37 +7.7%
4105 TARS CALL TARSUS PHARMACEUTICALS INC Healthcare 20,000.0 $1.6M 0.00% NEW $81.88 -25.3%
4106 SYF CALL SYNCHRONY FINANCIAL Financial Services 19,600.0 $1.6M 0.00% NEW $83.43 -13.8%
4107 WRBY PUT WARBY PARKER INC Healthcare 75,000.0 $1.6M 0.00% NEW $21.79 +15.1%
4108 ELEMENTAL RTY CORP 96,351.0 $1.6M 0.00% NEW $16.94
4109 OFLX OMEGA FLEX INC Industrials 55,440.0 $1.6M 0.00% NEW $29.44 +3.0%
4110 HLX HELIX ENERGY SOLUTIONS GRP I Energy 260,029.0 $1.6M 0.00% NEW $6.27 +61.2%
4111 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 103,972.0 $1.6M 0.00% NEW $15.68 +22.4%
4112 PPG PUT PPG INDS INC Basic Materials 15,900.0 $1.6M 0.00% NEW $102.46 +6.9%
4113 MD PEDIATRIX MEDICAL GROUP INC Healthcare 76,066.0 $1.6M 0.00% NEW $21.39 +0.8%
4114 DOCN PUT DIGITALOCEAN HLDGS INC Technology 33,800.0 $1.6M 0.00% NEW $48.12 +234.0%
4115 CWEN CLEARWAY ENERGY INC Utilities 48,853.0 $1.6M 0.00% NEW $33.26 +20.8%
4116 QRVO CALL QORVO INC Technology 19,200.0 $1.6M 0.00% NEW $84.51 +28.1%
4117 RENATUS TACTICAL ACQUIS 152,000.0 $1.6M 0.00% NEW $10.67
4118 BFST BUSINESS FIRST BANCSHARES IN Financial Services 61,844.0 $1.6M 0.00% NEW $26.14 +7.9%
4119 SCCO SOUTHERN COPPER CORP Basic Materials 11,252.0 $1.6M 0.00% NEW $143.47 +32.3%
4120 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 51,651.0 $1.6M 0.00% NEW $31.22 +7.6%
Page 206 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%