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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 228 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4541 DLO DLOCAL LTD Technology 65,348.0 $924K NEW $14.14 -14.7%
4542 GXO PUT GXO LOGISTICS INCORPORATED Industrials 17,500.0 $921K NEW $52.64 -9.8%
4543 AG FIRST MAJESTIC SILVER CORP Basic Materials 55,288.0 $921K NEW $16.66 +16.7%
4544 ONON CALL ON HLDG AG Consumer Cyclical 19,800.0 $920K NEW $46.48 -14.4%
4545 PEG PUT PUBLIC SVC ENTERPRISE GRP IN Utilities 11,400.0 $915K NEW $80.30 -1.0%
4546 UTMD UTAH MED PRODS INC Healthcare 16,348.0 $915K NEW $55.96 +15.3%
4547 AIOT POWERFLEET INC Technology 171,526.0 $913K NEW $5.32 -35.9%
4548 TQQQ CALL PROSHARES TR 17,300.0 $912K NEW $52.72 +47.6%
4549 JOE ST JOE CO Real Estate 15,360.0 $912K NEW $59.37 +7.5%
4550 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 53,249.0 $911K NEW $17.11 -4.9%
4551 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 673,129.0 $909K NEW $1.35 +206.7%
4552 ROADZEN INC 376,330.0 $907K NEW $2.41
4553 M CALL MACYS INC Consumer Cyclical 40,900.0 $902K NEW $22.05 -6.3%
4554 NTRS CALL NORTHERN TR CORP Financial Services 6,600.0 $901K NEW $136.59 +22.8%
4555 BSVN BANK7 CORP Financial Services 21,997.0 $901K NEW $40.98 +6.9%
4556 TECH BIO-TECHNE CORP Healthcare 15,323.0 $901K NEW $58.81 -18.0%
4557 ADT PUT ADT INC DEL Industrials 111,600.0 $901K NEW $8.07 -13.6%
4558 WAL PUT WESTERN ALLIANCE BANCORP Financial Services 10,700.0 $900K NEW $84.07 -6.5%
4559 DCOM DIME CMNTY BANCSHARES INC Financial Services 29,856.0 $898K NEW $30.09 +22.6%
4560 DKS PUT DICKS SPORTING GOODS INC Consumer Cyclical 4,500.0 $891K NEW $197.97 +16.8%
Page 228 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%