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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 246 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4901 CGAU CENTERRA GOLD INC Basic Materials 21,571.0 $383K -622K -96.7% $17.76 -6.5%
4902 ASTRANA HEALTH INC 15,588.0 $382K +2K +15.7% $24.52
4903 SLF SUN LIFE FINANCIAL INC. Financial Services 6,097.0 $381K -349K -98.3% $62.56 +16.7%
4904 LAD LITHIA MTRS INC Consumer Cyclical 1,525.0 $381K -123K -98.8% $249.72 +9.9%
4905 GDDY CALL GODADDY INC Technology 4,600.0 $380K NEW $82.67 +10.8%
4906 HDL SUPER HI INTL HLDG LTD Consumer Cyclical 25,150.0 $379K -3K -12.0% $15.07 -9.2%
4907 CAMP CAMP4 THERAPEUTICS CORP Healthcare 85,918.0 $379K +76K +750.5% $4.41 -0.2%
4908 SD SANDRIDGE ENERGY INC Energy 23,164.0 $378K NEW $16.31 -4.8%
4909 TMQ TRILOGY METALS INC NEW Basic Materials 104,205.0 $375K -224K -68.3% $3.59 +7.1%
4910 MSTR STRATEGY INC Technology 3,000.0 $374K -166K -98.2% $124.80 +32.1%
4911 FSBW FS BANCORP INC Financial Services 9,649.0 $372K -6K -37.9% $38.59 +6.8%
4912 BLND BLEND LABS INC Technology 218,920.0 $372K +162K +285.3% $1.70 -10.6%
4913 VLRS CONTROLADORA VUELA COMP DE A Industrials 51,403.0 $372K -939K -94.8% $7.24 -7.7%
4914 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 45,134.0 $372K -5K -10.8% $8.24 -3.0%
4915 DC DAKOTA GOLD CORP Basic Materials 73,566.0 $372K -534K -87.9% $5.05 +6.3%
4916 OCGN CALL OCUGEN INC Healthcare 205,000.0 $371K NEW $1.81 -25.4%
4917 AARD AARDVARK THERAPEUTICS INC Healthcare 98,334.0 $371K -385K -79.7% $3.77 +19.6%
4918 CHAGEE HLDGS LTD 39,757.0 $370K +12K +44.5% $9.31
4919 ETON PHARMACEUTICALS INC 14,939.0 $369K -64K -81.2% $24.68
4920 AMCX AMC NETWORKS INC Communication Services 53,840.0 $366K -293K -84.5% $6.79 +32.5%
Page 246 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%