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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 58 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 IFS INTERCORP FINL SVCS INC Financial Services 662,075.0 $33.2M 0.01% +23K +3.5% $50.20 +0.7%
1142 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,035,300.0 $33.1M 0.01% -47K -4.4% $32.01 +2.5%
1143 CUZ COUSINS PPTYS INC Real Estate 1,467,721.0 $33.1M 0.01% -75K -4.8% $22.57 +17.1%
1144 ABNB CALL AIRBNB INC Consumer Cyclical 262,200.0 $33.1M 0.01% +158K +152.4% $126.28 +6.3%
1145 BANR BANNER CORP Financial Services 545,468.0 $33.1M 0.01% +99K +22.1% $60.68 +6.5%
1146 BLDR CALL BUILDERS FIRSTSOURCE INC Industrials 401,600.0 $33.1M 0.01% +392K +4313.2% $82.33 -10.3%
1147 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 9,414,292.0 $33.0M 0.01% +2.8M +43.0% $3.51 +5.4%
1148 EWC CALL ISHARES INC 600,100.0 $32.9M 0.01% $54.79 +6.9%
1149 ATR APTARGROUP INC Healthcare 260,808.0 $32.9M 0.01% +48K +22.7% $126.02 -8.3%
1150 FLO FLOWERS FOODS INC Consumer Defensive 4,026,802.0 $32.8M 0.01% +3.4M +537.4% $8.15 -14.0%
1151 STM PUT STMICROELECTRONICS N V Technology 949,700.0 $32.8M 0.01% +215K +29.3% $34.55 +77.2%
1152 BMO BANK MONTREAL MEDIUM Financial Services 241,982.0 $32.7M 0.01% -10K -3.9% $135.32 +18.0%
1153 SOLV ENERGY INC 1,088,283.0 $32.7M 0.01% NEW $30.03
1154 TRV TRAVELERS COMPANIES INC Financial Services 112,033.0 $32.7M 0.01% -26K -19.0% $291.68 +5.2%
1155 DUOL DUOLINGO INC Technology 331,384.0 $32.7M 0.01% +64K +23.7% $98.57 +7.2%
1156 LSCC LATTICE SEMICONDUCTOR CORP Technology 350,449.0 $32.5M 0.01% +101K +40.3% $92.76 +50.2%
1157 CACI CACI INTL INC Technology 59,701.0 $32.5M 0.01% -178K -74.9% $543.87 -9.9%
1158 ETN EATON CORP PLC Industrials 90,556.0 $32.4M 0.01% -248K -73.3% $357.67 +6.7%
1159 KHC PUT KRAFT HEINZ CO Consumer Defensive 1,438,800.0 $32.4M 0.01% +1.0M +240.4% $22.49 +4.7%
1160 AESI ATLAS ENERGY SOLUTIONS INC Energy 2,464,227.0 $32.3M 0.01% +581K +30.9% $13.12 +48.4%
Page 58 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%