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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 187 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 TBN TAMBORAN RES CORP Basic Materials 47,149.0 $2.4M 0.00% +10K +26.1% $49.99 -30.0%
3722 SO PUT SOUTHERN CO Utilities 24,400.0 $2.4M 0.00% +9K +54.4% $96.52 -3.6%
3723 PRMB CALL PRIMO BRANDS CORPORATION Consumer Defensive 125,000.0 $2.4M 0.00% -350K -73.7% $18.83 +28.9%
3724 LEGATO MERGER CORP III 214,117.0 $2.4M 0.00% -57K -21.1% $10.99
3725 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 357,351.0 $2.4M 0.00% +241K +206.5% $6.58 +58.4%
3726 CTAS PUT CINTAS CORP Industrials 13,900.0 $2.4M 0.00% -2K -13.1% $169.14 +1.0%
3727 NXT CALL NEXTPOWER INC Technology 19,500.0 $2.4M 0.00% -58K -74.7% $120.55 +4.4%
3728 WENN WEN ACQUISITION CORP Financial Services 230,460.0 $2.3M 0.00% +13K +6.0% $10.18 +1.1%
3729 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 420,571.0 $2.3M 0.00% NEW $5.57 +61.9%
3730 CNC PUT CENTENE CORP DEL Healthcare 71,400.0 $2.3M 0.00% -46K -39.4% $32.74 +86.4%
3731 MTX MINERALS TECHNOLOGIES INC Basic Materials 32,853.0 $2.3M 0.00% -153K -82.4% $70.92 +10.9%
3732 LCID LUCID GROUP INC Consumer Cyclical 244,419.0 $2.3M 0.00% -814K -76.9% $9.53 -43.8%
3733 WIT WIPRO LTD Technology 1,098,099.0 $2.3M 0.00% -4.2M -79.4% $2.12 +12.7%
3734 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 17,100.0 $2.3M 0.00% +11K +189.8% $136.09 -8.1%
3735 KN KNOWLES CORP Technology 90,452.0 $2.3M 0.00% -186K -67.3% $25.68 +61.1%
3736 KEP KOREA ELEC PWR CORP Utilities 162,935.0 $2.3M 0.00% +84K +106.0% $14.25 -8.8%
3737 XRAY CALL DENTSPLY SIRONA INC Healthcare 200,000.0 $2.3M 0.00% NEW $11.60 -10.9%
3738 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 147,312.0 $2.3M 0.00% -145K -49.6% $15.72 -15.2%
3739 CLEARWAY ENERGY INC 59,118.0 $2.3M 0.00% -72K -54.8% $39.17
3740 ATKR ATKORE INC Industrials 39,226.0 $2.3M 0.00% +6K +18.0% $58.91 +37.8%
Page 187 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%