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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 184 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 CTS CTS CORP Technology 52,265.0 $2.5M 0.00% +27K +103.7% $47.76 +40.3%
3662 TFC CALL TRUIST FINL CORP Financial Services 54,300.0 $2.5M 0.00% +4K +8.2% $45.97 +5.1%
3663 SIGA SIGA TECHNOLOGIES INC Healthcare 466,324.0 $2.5M 0.00% -23K -4.7% $5.35 -19.3%
3664 SND SMART SAND INC Energy 485,273.0 $2.5M 0.00% +452K +1339.9% $5.12 -6.4%
3665 VTS VITESSE ENERGY INC Energy 136,491.0 $2.5M 0.00% -158K -53.7% $18.16 -11.8%
3666 RDNW RIDENOW GROUP INC Consumer Cyclical 350,058.0 $2.5M 0.00% +182K +108.4% $7.06 +10.6%
3667 VKTX CALL VIKING THERAPEUTICS INC Healthcare 75,700.0 $2.5M 0.00% -74K -49.5% $32.54 -6.6%
3668 TDAY USA TODAY CO INC Communication Services 349,129.0 $2.5M 0.00% -1.5M -81.2% $7.05 +11.8%
3669 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 25,000.0 $2.5M 0.00% -5K -17.2% $98.42 -13.4%
3670 RRBI RED RIVER BANCSHARES INC Financial Services 27,188.0 $2.5M 0.00% NEW $90.44 -1.8%
3671 UUUU CALL ENERGY FUELS INC Energy 134,700.0 $2.5M 0.00% -92K -40.6% $18.25 -9.3%
3672 HPK HIGHPEAK ENERGY INC Energy 355,868.0 $2.5M 0.00% +341K +2357.5% $6.90 +4.1%
3673 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 1,395,036.0 $2.5M 0.00% +1.1M +432.0% $1.76 +360.2%
3674 INOVIO PHARMACEUTICALS INC 1,410,845.0 $2.5M 0.00% +7K +0.5% $1.74
3675 ASTS CALL AST SPACEMOBILE INC Technology 29,600.0 $2.5M 0.00% +17K +129.5% $82.87 -2.7%
3676 NOMD NOMAD FOODS LTD Consumer Defensive 254,523.0 $2.4M 0.00% -644K -71.7% $9.61 +4.3%
3677 U CALL UNITY SOFTWARE INC Technology 111,400.0 $2.4M 0.00% -346K -75.7% $21.94 +25.3%
3678 TSCO PUT TRACTOR SUPPLY CO Consumer Cyclical 53,800.0 $2.4M 0.00% -31K -36.8% $45.30 -33.2%
3679 ARHS ARHAUS INC Consumer Cyclical 358,862.0 $2.4M 0.00% +287K +402.4% $6.78 +7.1%
3680 TCBX THIRD COAST BANCSHARES INC Financial Services 64,314.0 $2.4M 0.00% -10K -14.0% $37.83 +3.1%
Page 184 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%