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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 199 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 WTS WATTS WATER TECHNOLOGIES INC Industrials 6,245.0 $1.8M 0.00% -11K -64.7% $290.29 +15.9%
3962 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 38,450.0 $1.8M 0.00% -53K -57.9% $47.14 -17.0%
3963 PUK PRUDENTIAL PLC Financial Services 63,641.0 $1.8M 0.00% NEW $28.43 -5.8%
3964 RIO RIO TINTO PLC Basic Materials 19,353.0 $1.8M 0.00% -184K -90.5% $93.29 +7.3%
3965 Z ZILLOW GROUP INC Communication Services 43,625.0 $1.8M 0.00% -81K -64.9% $41.38 -22.6%
3966 SBSI SOUTHSIDE BANCSHARES INC Financial Services 58,043.0 $1.8M 0.00% -89K -60.5% $31.09 +8.2%
3967 TECX TECTONIC THERAPEUTIC INC Healthcare 58,348.0 $1.8M 0.00% -242K -80.6% $30.91 -2.9%
3968 CPK CHESAPEAKE UTILS CORP Utilities 14,271.0 $1.8M 0.00% -19K -56.6% $126.37 -4.6%
3969 DGX PUT QUEST DIAGNOSTICS INC Healthcare 9,200.0 $1.8M 0.00% -42K -82.1% $195.98 -0.5%
3970 LOANDEPOT INC 1,269,430.0 $1.8M 0.00% -1.3M -50.2% $1.42
3971 VCIT VANGUARD SCOTTSDALE FDS 21,780.0 $1.8M 0.00% -84K -79.4% $82.75 -0.3%
3972 JBHT CALL HUNT J B TRANS SVCS INC Industrials 8,500.0 $1.8M 0.00% +4K +107.3% $211.90 +28.0%
3973 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 222,827.0 $1.8M 0.00% -261K -53.9% $8.08 -1.0%
3974 OGN CALL ORGANON & CO Healthcare 300,000.0 $1.8M 0.00% NEW $5.99 +124.2%
3975 DERM JOURNEY MED CORP Healthcare 383,067.0 $1.8M 0.00% -75K -16.3% $4.69 +32.6%
3976 PUT JBS N.V. 100,000.0 $1.8M 0.00% +25K +33.3% $17.96
3977 GABC GERMAN AMERN BANCORP INC Financial Services 42,957.0 $1.8M 0.00% +30K +227.3% $41.79 +7.7%
3978 EWZ PUT ISHARES INC 46,700.0 $1.8M 0.00% -213K -82.0% $38.39 -12.1%
3979 THC CALL TENET HEALTHCARE CORP Healthcare 9,500.0 $1.8M 0.00% -6K -38.3% $188.71 -8.6%
3980 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 80,124.0 $1.8M 0.00% +70K +660.3% $22.36 -0.8%
Page 199 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%