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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 131 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 XRAY DENTSPLY SIRONA INC Healthcare 584,024.0 $6.8M 0.00% -486K -45.4% $11.60 -10.9%
2602 AVAV PUT AEROVIRONMENT INC Industrials 37,000.0 $6.8M 0.00% -1K -2.6% $183.05 -17.3%
2603 SNDR SCHNEIDER NATIONAL INC Industrials 256,870.0 $6.8M 0.00% -169K -39.6% $26.36 +34.6%
2604 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 61,900.0 $6.8M 0.00% +55K +797.1% $109.10 +15.4%
2605 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 118,637.0 $6.7M 0.00% +840.0 +0.7% $56.77 -8.2%
2606 WM WASTE MGMT INC DEL Industrials 29,304.0 $6.7M 0.00% -562K -95.0% $229.79 -6.6%
2607 UDMY UDEMY INC Consumer Defensive 1,452,529.0 $6.7M 0.00% +1.0M +225.2% $4.62 +0.2%
2608 DG CALL DOLLAR GEN CORP Consumer Defensive 56,500.0 $6.7M 0.00% -133K -70.2% $118.73 -5.3%
2609 RR RICHTECH ROBOTICS INC Industrials 3,192,092.0 $6.7M 0.00% +2.6M +475.7% $2.09 +2.9%
2610 URGN UROGEN PHARMA LTD Healthcare 370,898.0 $6.7M 0.00% -248K -40.1% $17.98 +94.6%
2611 DBV TECHNOLOGIES S A 318,959.0 $6.7M 0.00% -322K -50.2% $20.89
2612 ALL CALL ALLSTATE CORP Financial Services 32,100.0 $6.7M 0.00% +9K +37.8% $207.34 +7.3%
2613 JOYY JOYY INC Communication Services 113,960.0 $6.7M 0.00% +99K +655.3% $58.39 +15.2%
2614 TROW PUT PRICE T ROWE GROUP INC Financial Services 73,700.0 $6.6M 0.00% +27K +57.5% $90.14 +19.8%
2615 SEB SEABOARD CORP DEL Industrials 1,174.0 $6.6M 0.00% +801.0 +214.8% $5654.02 -14.2%
2616 NRG CALL NRG ENERGY INC Utilities 45,400.0 $6.6M 0.00% +5K +11.3% $146.14 -4.9%
2617 ASHR CALL DBX ETF TR 202,800.0 $6.6M 0.00% -1.4M -87.6% $32.64 +14.3%
2618 BOOT BOOT BARN HLDGS INC Consumer Cyclical 45,209.0 $6.6M 0.00% -123K -73.1% $146.36 +21.9%
2619 TFC PUT TRUIST FINL CORP Financial Services 143,900.0 $6.6M 0.00% +37K +34.2% $45.97 +6.1%
2620 SOULPOWER ACQUISITION CORP 645,000.0 $6.6M 0.00% $10.25
Page 131 of 282  ·  5,622 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%