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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 25 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EIX EDISON INTL Utilities 296,431.0 $21.7M 0.01% -400K -57.4% $73.18 -3.0%
482 DEI DOUGLAS EMMETT INC Real Estate 2,295,751.0 $21.6M 0.01% -3.3M -59.1% $9.42 +19.1%
483 STEL STELLAR BANCORP INC Financial Services 589,476.0 $21.6M 0.01% -523K -47.0% $36.61 +1.2%
484 FITB FIFTH THIRD BANCORP Financial Services 463,437.0 $21.5M 0.01% -585K -55.8% $46.46 +2.3%
485 CIEN PUT CIENA CORP Technology 55,400.0 $21.5M 0.01% -4K -6.9% $388.23 +43.5%
486 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 2,385,065.0 $21.5M 0.01% -92K -3.7% $9.01 +14.7%
487 DLTR PUT DOLLAR TREE INC Consumer Defensive 193,500.0 $21.2M 0.01% -742K -79.3% $109.51 -18.1%
488 CHURCHILL CAP CORP XI 2,065,596.0 $21.2M 0.01% -159K -7.2% $10.25
489 DSGX DESCARTES SYS GROUP INC Technology 291,979.0 $20.9M 0.01% -22K -7.1% $71.52 -2.4%
490 SPXC SPX TECHNOLOGIES INC Industrials 104,209.0 $20.8M 0.01% -91K -46.7% $199.94 -0.4%
491 BP CALL BP PLC Energy 443,200.0 $20.8M 0.01% -12K -2.5% $47.00 -1.9%
492 GM CALL GENERAL MTRS CO Consumer Cyclical 278,500.0 $20.7M 0.01% -497K -64.1% $74.50 -1.3%
493 RY PUT ROYAL BK CDA Financial Services 92,000.0 $20.7M 0.01% -450K -83.0% $224.88 -18.1%
494 QLYS QUALYS INC Technology 235,382.0 $20.7M 0.01% -10K -4.0% $87.85 +12.8%
495 EVR EVERCORE INC Financial Services 69,158.0 $20.6M 0.01% -467K -87.1% $298.51 +9.7%
496 UAL PUT UNITED AIRLS HLDGS INC Industrials 223,800.0 $20.6M 0.01% -127K -36.2% $92.07 -2.5%
497 THG HANOVER INS GROUP INC Financial Services 118,796.0 $20.6M 0.01% -50K -29.7% $173.35 +11.1%
498 CMCSA PUT COMCAST CORP NEW Communication Services 717,200.0 $20.6M 0.01% -1.2M -63.1% $28.71 -13.5%
499 LULU LULULEMON ATHLETICA INC Consumer Cyclical 133,732.0 $20.5M 0.01% -422K -75.9% $153.10 -22.8%
500 FFIN FIRST FINL BANKSHARES INC Financial Services 694,290.0 $20.4M 0.01% -1.0M -59.4% $29.45 +7.9%
Page 25 of 117  ·  2,325 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%