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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 138 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 SU CALL SUNCOR ENERGY INC NEW Energy 80,400.0 $6.0M 0.00% -54K -40.0% $74.16 -24.7%
2742 PSIX POWER SOLUTIONS INTL INC Industrials 97,880.0 $6.0M 0.00% +3K +3.4% $60.88 -35.6%
2743 TEL CALL TE CONNECTIVITY PLC Technology 28,500.0 $6.0M 0.00% +24K +562.8% $209.02 +1.3%
2744 BLUE WTR ACQUISITION CORP IV 600,000.0 $6.0M 0.00% NEW $9.92
2745 NTR CALL NUTRIEN LTD Basic Materials 78,800.0 $5.9M 0.00% -16K -16.9% $75.46 -17.5%
2746 CRESCENT BIOPHARMA INC. 323,553.0 $5.9M 0.00% +262K +422.9% $18.37
2747 ART TECHNOLOGY ACQUISITION C 600,000.0 $5.9M 0.00% NEW $9.90
2748 BDC BELDEN INC Technology 51,700.0 $5.9M 0.00% +39K +309.4% $114.83 +6.4%
2749 NUE PUT NUCOR CORP Basic Materials 35,100.0 $5.9M 0.00% -48K -57.5% $169.10 +43.4%
2750 GTM CALL ZOOMINFO TECHNOLOGIES INC Technology 992,300.0 $5.9M 0.00% +592K +148.1% $5.98 -55.8%
2751 COHR CALL COHERENT CORP Technology 24,900.0 $5.9M 0.00% -105K -80.8% $238.21 +77.7%
2752 SEADRILL LTD 130,146.0 $5.9M 0.00% -188K -59.1% $45.50
2753 GNK GENCO SHIPPING & TRADING LTD Industrials 262,544.0 $5.9M 0.00% -281K -51.7% $22.55 +4.7%
2754 AMT CALL AMERICAN TOWER CORP Real Estate 34,300.0 $5.9M 0.00% -20K -37.1% $172.58 +1.8%
2755 BAP CREDICORP LTD Financial Services 17,446.0 $5.9M 0.00% -22K -56.0% $339.18 +12.5%
2756 MIR CALL MIRION TECHNOLOGIES INC Industrials 317,900.0 $5.9M 0.00% NEW $18.59 +0.1%
2757 PANL PANGAEA LOGISTICS SOLUTION L Industrials 834,048.0 $5.9M 0.00% +395K +90.0% $7.08 +7.0%
2758 PUT ANGLOGOLD ASHANTI PLC 60,600.0 $5.9M 0.00% -190K -75.9% $97.36
2759 CB CALL CHUBB LTD SWITZ Financial Services 18,100.0 $5.9M 0.00% -8K -31.7% $325.93 -0.0%
2760 LMAT LEMAITRE VASCULAR INC Healthcare 54,006.0 $5.9M 0.00% -78K -59.1% $109.17 -18.1%
Page 138 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%