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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 153 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 NICE NICE LTD Technology 41,794.0 $4.6M 0.00% +17K +67.8% $110.26 -23.2%
3042 ULTA CALL ULTA BEAUTY INC Consumer Cyclical 8,800.0 $4.6M 0.00% -6K -38.9% $522.71 -12.7%
3043 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 369,733.0 $4.6M 0.00% -3.0M -89.0% $12.43 +30.4%
3044 NU PUT NU HLDGS LTD Financial Services 319,700.0 $4.6M 0.00% -235K -42.3% $14.37 -11.6%
3045 BTI PUT BRITISH AMERN TOB PLC Consumer Defensive 78,500.0 $4.6M 0.00% -148K -65.4% $58.47 +0.8%
3046 WSC WILLSCOT HLDGS CORP Industrials 264,069.0 $4.6M 0.00% -278K -51.3% $17.36 +66.1%
3047 SANA SANA BIOTECHNOLOGY INC Healthcare 1,591,030.0 $4.6M 0.00% +968K +155.3% $2.88 +9.4%
3048 ALAB PUT ASTERA LABS INC Technology 41,800.0 $4.6M 0.00% -192K -82.1% $109.60 +280.5%
3049 CDRE CADRE HLDGS INC Industrials 149,231.0 $4.6M 0.00% +3K +1.8% $30.68 -7.9%
3050 PURR HYPERLIQUID STRATEGIES INC Basic Materials 899,303.0 $4.6M 0.00% +875K +3562.0% $5.09 +82.3%
3051 CELH CELSIUS HLDGS INC Consumer Defensive 128,873.0 $4.6M 0.00% -525K -80.3% $35.48 -13.2%
3052 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 173,000.0 $4.6M 0.00% +59K +52.3% $26.43 +10.6%
3053 SHC SOTERA HEALTH CO Healthcare 318,781.0 $4.6M 0.00% -353K -52.5% $14.34 +10.3%
3054 DEO CALL DIAGEO PLC Consumer Defensive 61,400.0 $4.6M 0.00% +7K +13.5% $74.45 +8.1%
3055 BHP CALL BHP BILLITON LIMITED Basic Materials 62,800.0 $4.6M 0.00% +5K +9.4% $72.74 +20.8%
3056 HWKN HAWKINS INC Basic Materials 29,725.0 $4.6M 0.00% NEW $153.60 +5.1%
3057 IVVD INVIVYD INC Healthcare 3,511,581.0 $4.6M 0.00% +2.2M +173.0% $1.30 -25.4%
3058 PAL PROFICIENT AUTO LOGISTICS IN Industrials 673,052.0 $4.6M 0.00% +58K +9.5% $6.78 +10.9%
3059 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 286,785.0 $4.6M 0.00% -276K -49.1% $15.89 +9.7%
3060 PUT UNILEVER PLC 79,900.0 $4.6M 0.00% +71K +808.0% $56.97
Page 153 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%