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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 205 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 659,675.0 $1.6M 0.00% +76K +12.9% $2.36 -3.6%
4082 SWBI SMITH & WESSON BRANDS INC Industrials 108,625.0 $1.6M 0.00% -180K -62.3% $14.33 +12.2%
4083 RSG PUT REPUBLIC SVCS INC Industrials 7,100.0 $1.6M 0.00% -5K -42.3% $219.02 -7.2%
4084 UCTT CALL ULTRA CLEAN HLDGS INC Technology 25,000.0 $1.6M 0.00% NEW $62.18 +97.0%
4085 MLAC MOUNTAIN LAKE ACQUISITION CO Financial Services 147,302.0 $1.6M 0.00% -20K -12.0% $10.53 -90.7%
4086 QUIK QUICKLOGIC CORP Technology 165,005.0 $1.5M 0.00% +48K +40.8% $9.38 +126.7%
4087 NJR NEW JERSEY RES CORP Utilities 28,176.0 $1.5M 0.00% -17K -37.2% $54.92 -1.3%
4088 ALK CALL ALASKA AIR GROUP INC Industrials 42,000.0 $1.5M 0.00% +16K +63.4% $36.78 +35.3%
4089 IPI INTREPID POTASH INC Basic Materials 35,979.0 $1.5M 0.00% +7K +22.2% $42.77 -21.1%
4090 TMCI TREACE MED CONCEPTS INC Healthcare 1,148,115.0 $1.5M 0.00% -355K -23.6% $1.34 +206.7%
4091 MSC INCOME FUND INC 126,079.0 $1.5M 0.00% -326K -72.1% $12.18
4092 VFC CALL V F CORP Consumer Cyclical 90,200.0 $1.5M 0.00% -100K -52.5% $16.99 +1.4%
4093 WEAT PUT TEUCRIUM COMMODITY TR Financial Services 65,000.0 $1.5M 0.00% NEW $23.57 -2.8%
4094 TYRA CALL TYRA BIOSCIENCES INC Healthcare 40,000.0 $1.5M 0.00% NEW $38.30 -26.1%
4095 CRGY CRESCENT ENERGY COMPANY Energy 113,138.0 $1.5M 0.00% -640K -85.0% $13.50 -23.6%
4096 ENB PUT ENBRIDGE INC Energy 28,200.0 $1.5M 0.00% NEW $54.14 +0.6%
4097 ESEA EUROSEAS LTD Industrials 22,836.0 $1.5M 0.00% -31K -57.2% $66.85 -0.3%
4098 ESP ESPEY MFG & ELECTRS CORP Industrials 27,532.0 $1.5M 0.00% NEW $55.42 +11.3%
4099 OBT ORANGE CNTY BANCORP INC Financial Services 47,538.0 $1.5M 0.00% +4K +8.1% $31.98 +13.4%
4100 RF CALL REGIONS FINANCIAL CORP NEW Financial Services 58,200.0 $1.5M 0.00% -20K -25.7% $26.12 +9.5%
Page 205 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%