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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 44 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 35,800.0 $7.7M 0.00% -43K -54.3% $215.88 -31.0%
862 TD PUT TORONTO DOMINION BK ONT Financial Services 63,100.0 $7.7M 0.00% -87K -57.9% $122.32 -10.4%
863 SIDDHI ACQUISITION CORP 744,900.0 $7.7M 0.00% -102K -12.1% $10.34
864 MAN MANPOWERGROUP INC WIS Industrials 261,406.0 $7.7M 0.00% -1.3M -82.9% $29.46 -2.3%
865 COOPER COS INC 107,700.0 $7.7M 0.00% -400K -78.8% $71.50
866 BIDU CALL BAIDU INC Communication Services 68,700.0 $7.7M 0.00% -318K -82.2% $111.42 +17.7%
867 TM CALL TOYOTA MOTOR CORP Consumer Cyclical 37,100.0 $7.6M 0.00% -12K -24.3% $206.09 -7.8%
868 BLMN BLOOMIN BRANDS INC Consumer Cyclical 1,415,905.0 $7.6M 0.00% -1.1M -43.7% $5.40 +43.5%
869 TDS TELEPHONE & DATA SYS INC Communication Services 181,339.0 $7.6M 0.00% -863K -82.6% $42.10 -1.2%
870 EMR CALL EMERSON ELEC CO Industrials 58,100.0 $7.6M 0.00% -23K -28.0% $131.02 +3.0%
871 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 5,426,743.0 $7.6M 0.00% -7.9M -59.4% $1.40 +52.9%
872 AVPT AVEPOINT INC Technology 797,689.0 $7.6M 0.00% -320K -28.6% $9.51 +7.7%
873 SYBT STOCK YDS BANCORP INC Financial Services 114,038.0 $7.6M 0.00% -18K -13.5% $66.29 +7.1%
874 ESTC CALL ELASTIC N V Technology 150,900.0 $7.5M 0.00% -46K -23.4% $49.99 +7.7%
875 COCO VITA COCO CO INC Consumer Defensive 157,232.0 $7.5M 0.00% -489K -75.7% $47.91 +64.5%
876 TK TEEKAY CORPORATION LTD Energy 616,781.0 $7.5M 0.00% -128K -17.2% $12.21 +15.9%
877 SYK CALL STRYKER CORPORATION Healthcare 22,800.0 $7.5M 0.00% -7K -23.0% $328.59 -2.2%
878 LC LENDINGCLUB ISSUANCE TR SER Financial Services 522,976.0 $7.5M 0.00% -278K -34.7% $14.32 +10.1%
879 LOPE GRAND CANYON ED INC Consumer Defensive 43,813.0 $7.4M 0.00% -218K -83.3% $170.03 -7.8%
880 NI NISOURCE INC Utilities 159,499.0 $7.4M 0.00% -193K -54.8% $46.66 +2.3%
Page 44 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%