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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 112 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 STAA STAAR SURGICAL CO Healthcare 451,291.0 $10.4M 0.00% NEW $23.09 +24.6%
2222 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 29,700.0 $10.4M 0.00% NEW $350.55 +11.6%
2223 SYK CALL STRYKER CORPORATION Healthcare 29,600.0 $10.4M 0.00% NEW $351.47 -12.7%
2224 FELE FRANKLIN ELEC INC Industrials 108,794.0 $10.4M 0.00% NEW $95.53 +7.6%
2225 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 414,716.0 $10.4M 0.00% NEW $25.05 +22.3%
2226 BCO BRINKS CO Industrials 88,992.0 $10.4M 0.00% NEW $116.73 -14.4%
2227 NUTANIX INC 10,750,000.0 $10.4M 0.00% NEW $0.96
2228 PTLO PORTILLOS INC Consumer Cyclical 2,279,826.0 $10.4M 0.00% NEW $4.54 -5.1%
2229 ITW CALL ILLINOIS TOOL WKS INC Industrials 42,000.0 $10.3M 0.00% NEW $246.30 +9.0%
2230 UBS UBS GROUP AG Financial Services 223,253.0 $10.3M 0.00% NEW $46.31 +9.4%
2231 CAG CONAGRA BRANDS INC Consumer Defensive 596,963.0 $10.3M 0.00% NEW $17.31 -21.9%
2232 CRCL CIRCLE INTERNET GROUP INC Financial Services 130,197.0 $10.3M 0.00% NEW $79.30 +3.3%
2233 NXT NEXTPOWER INC Technology 118,383.0 $10.3M 0.00% NEW $87.11 +43.3%
2234 CRWV CALL COREWEAVE INC Technology 144,000.0 $10.3M 0.00% NEW $71.61 +67.4%
2235 SAFEGUARD ACQUISITION CORP 1,020,000.0 $10.3M 0.00% NEW $10.09
2236 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 32,900.0 $10.3M 0.00% NEW $312.58 +27.1%
2237 WEX WEX INC Technology 68,942.0 $10.3M 0.00% NEW $148.98 -13.3%
2238 KHC PUT KRAFT HEINZ CO Consumer Defensive 422,700.0 $10.3M 0.00% NEW $24.25 -2.7%
2239 SMCI CALL SUPER MICRO COMPUTER INC Technology 350,100.0 $10.2M 0.00% NEW $29.27 +1.0%
2240 MATX MATSON INC Industrials 82,919.0 $10.2M 0.00% NEW $123.55 +57.9%
Page 112 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%