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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 139 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 FANG DIAMONDBACK ENERGY INC Energy 29,744.0 $5.9M 0.00% -81K -73.0% $197.79 -5.2%
2762 SENEA SENECA FOODS CORP NEW Consumer Defensive 38,928.0 $5.9M 0.00% -7K -14.7% $151.12 +3.1%
2763 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 271,900.0 $5.9M 0.00% -729K -72.8% $21.62 +19.8%
2764 LAZ LAZARD INC Financial Services 138,381.0 $5.9M 0.00% +60K +76.0% $42.48 +1.9%
2765 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 622,853.0 $5.9M 0.00% +474K +318.1% $9.42 +85.8%
2766 BLUE WTR ACQUISITION CORP. I 570,300.0 $5.9M 0.00% +60K +11.7% $10.28
2767 XPRO EXPRO GROUP HOLDINGS NV Energy 336,719.0 $5.9M 0.00% +80K +31.4% $17.41 -21.2%
2768 MOS MOSAIC CO Basic Materials 229,887.0 $5.9M 0.00% -1.1M -82.8% $25.50 -12.8%
2769 CALL UNILEVER PLC 102,700.0 $5.9M 0.00% +41K +66.7% $56.97
2770 IESC IES HOLDINGS INC Industrials 12,261.0 $5.8M 0.00% +11K +672.1% $476.47 +58.0%
2771 VXX BARCLAYS BANK PLC Financial Services 163,425.0 $5.8M 0.00% NEW $35.70 -36.9%
2772 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 26,900.0 $5.8M 0.00% $216.58 -3.2%
2773 ECL CALL ECOLAB INC Basic Materials 21,900.0 $5.8M 0.00% -800.0 -3.5% $266.02 +1.4%
2774 CVLG COVENANT LOGISTICS GROUP INC Industrials 214,526.0 $5.8M 0.00% +53K +33.1% $27.15 +60.4%
2775 IMRX IMMUNEERING CORP Healthcare 1,102,712.0 $5.8M 0.00% +1.1M +2065.4% $5.27 -14.3%
2776 WYFI WHITEFIBER INC Technology 487,149.0 $5.8M 0.00% +460K +1676.0% $11.91 +290.0%
2777 UMAC UNUSUAL MACHS INC Financial Services 467,165.0 $5.8M 0.00% NEW $12.40 +91.6%
2778 TT CALL TRANE TECHNOLOGIES PLC Industrials 13,900.0 $5.8M 0.00% +2K +17.8% $416.74 +17.5%
2779 ITRN ITURAN LOCATION AND CONTROL Technology 118,053.0 $5.8M 0.00% -7K -5.9% $49.01 +31.7%
2780 SPARTACUS ACQUISITION CORP I 575,000.0 $5.8M 0.00% NEW $10.04
Page 139 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%