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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 166 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 422,300.0 $3.6M 0.00% -272K -39.1% $8.45 +45.3%
3302 SFBS SERVISFIRST BANCSHARES INC Financial Services 48,904.0 $3.6M 0.00% -211K -81.2% $72.83 +10.5%
3303 FDUS FIDUS INVT CORP Financial Services 204,386.0 $3.6M 0.00% -43K -17.4% $17.42 +5.3%
3304 EMPD EMPERY DIGITAL INC Consumer Cyclical 841,642.0 $3.6M 0.00% +146K +21.0% $4.23 -9.5%
3305 SPRING VY ACQUISITION CORP I 350,000.0 $3.6M 0.00% +200K +133.3% $10.16
3306 AEHR AEHR TEST SYS Technology 95,826.0 $3.6M 0.00% +37K +61.8% $37.08 +210.9%
3307 LXP INDUSTRIAL TRUST 76,763.0 $3.6M 0.00% +36K +89.2% $46.26
3308 ASM AVINO SILVER & GOLD MINES LT Basic Materials 560,814.0 $3.5M 0.00% +294K +109.8% $6.32 +3.5%
3309 VOYG PUT VOYAGER TECHNOLOGIES INC Industrials 151,500.0 $3.5M 0.00% +102K +203.0% $23.39 +60.6%
3310 CNMD CALL CONMED CORP Healthcare 100,000.0 $3.5M 0.00% NEW $35.36 -7.9%
3311 CRANE HBR ACQUISITION CORP I 350,000.0 $3.5M 0.00% $10.10
3312 AFRM CALL AFFIRM HLDGS INC Technology 77,100.0 $3.5M 0.00% +9K +13.6% $45.82 +61.3%
3313 AMAL AMALGAMATED FINANCIAL CORP Financial Services 90,849.0 $3.5M 0.00% -7K -7.6% $38.87 +13.1%
3314 HIMS HIMS & HERS HEALTH INC Healthcare 169,672.0 $3.5M 0.00% -9K -5.0% $20.76 +70.9%
3315 ENPHASE ENERGY INC 3,938,000.0 $3.5M 0.00% NEW $0.89
3316 MKC PUT MCCORMICK & CO INC Consumer Defensive 69,800.0 $3.5M 0.00% +4K +6.1% $50.44 -7.5%
3317 ARKK ARK ETF TR 52,030.0 $3.5M 0.00% +34K +195.6% $67.59 +18.6%
3318 CALL ETSY INC 70,300.0 $3.5M 0.00% -358K -83.6% $49.98
3319 AXSM AXSOME THERAPEUTICS INC. Healthcare 20,758.0 $3.5M 0.00% -13K -38.8% $169.02 +48.2%
3320 GGAL PUT GRUPO FINANCIERO GALICIA S.A Financial Services 75,000.0 $3.5M 0.00% +26K +52.8% $46.71 +20.7%
Page 166 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%