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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 200 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 33,175.0 $1.8M 0.00% -1K -3.0% $53.93 +11.9%
3982 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 187,721.0 $1.8M 0.00% +50K +36.4% $9.52 -5.6%
3983 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 402,960.0 $1.8M 0.00% NEW $4.43 -0.5%
3984 SCII SC II ACQUISITION CORP Financial Services 178,800.0 $1.8M 0.00% NEW $9.97 +0.9%
3985 BBWI CALL BATH & BODY WORKS INC Consumer Cyclical 95,400.0 $1.8M 0.00% -92K -49.2% $18.67 +10.1%
3986 RSKD RISKIFIED LTD Technology 453,526.0 $1.8M 0.00% -342K -43.0% $3.92 +26.3%
3987 BNTX PUT BIONTECH SE Healthcare 20,000.0 $1.8M 0.00% NEW $88.88 +2.3%
3988 HWM CALL HOWMET AEROSPACE INC Industrials 7,700.0 $1.8M 0.00% -7K -46.9% $230.46 +20.5%
3989 VLUE ISHARES TR 12,430.0 $1.8M 0.00% +9K +300.2% $142.19 +40.6%
3990 Z PUT ZILLOW GROUP INC Communication Services 42,700.0 $1.8M 0.00% -439K -91.1% $41.38 -22.6%
3991 TFSL TFS FINL CORP Financial Services 125,586.0 $1.8M 0.00% +33K +35.7% $14.05 +16.9%
3992 XLP CALL SELECT SECTOR SPDR TR 21,500.0 $1.8M 0.00% +10K +88.6% $81.98 +1.6%
3993 PRU CALL PRUDENTIAL FINL INC Financial Services 18,000.0 $1.8M 0.00% -94K -84.0% $97.69 +9.0%
3994 RVTY CALL REVVITY INC Healthcare 20,000.0 $1.8M 0.00% -150K -88.2% $87.61 +14.1%
3995 RNAC CARTESIAN THERAPEUTICS INC Healthcare 284,317.0 $1.7M 0.00% +120K +73.0% $6.15 +56.6%
3996 GRAB PUT GRAB HOLDINGS LIMITED Technology 477,200.0 $1.7M 0.00% +17K +3.7% $3.66 -2.5%
3997 WD WALKER & DUNLOP INC Financial Services 39,338.0 $1.7M 0.00% -259K -86.8% $44.38 +14.9%
3998 UFCS UNITED FIRE GROUP INC Financial Services 47,063.0 $1.7M 0.00% +8K +20.6% $37.06 +30.3%
3999 IDXX PUT IDEXX LABS INC Healthcare 3,100.0 $1.7M 0.00% -10K -77.0% $561.89 +0.0%
4000 GRMN PUT GARMIN LTD Technology 7,500.0 $1.7M 0.00% +2K +25.0% $232.01 +0.9%
Page 200 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%