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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 77 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 CINF CINCINNATI FINL CORP Financial Services 131,251.0 $20.7M 0.01% +23K +21.4% $157.35 +7.0%
1522 EVR EVERCORE INC Financial Services 69,158.0 $20.6M 0.01% -467K -87.1% $298.51 +16.0%
1523 CLEANSPARK INC 21,202,000.0 $20.6M 0.01% +15.9M +301.9% $0.97
1524 UAL PUT UNITED AIRLS HLDGS INC Industrials 223,800.0 $20.6M 0.01% -127K -36.2% $92.07 +6.5%
1525 THG HANOVER INS GROUP INC Financial Services 118,796.0 $20.6M 0.01% -50K -29.7% $173.35 +12.2%
1526 CMCSA PUT COMCAST CORP NEW Communication Services 717,200.0 $20.6M 0.01% -1.2M -63.1% $28.71 -12.6%
1527 CPRT CALL COPART INC Industrials 619,300.0 $20.6M 0.01% +611K +7641.2% $33.20 +3.6%
1528 INTR INTER & CO INC Financial Services 2,582,904.0 $20.6M 0.01% +841K +48.3% $7.96 -19.6%
1529 DNN DENISON MINES CORP Energy 5,821,505.0 $20.5M 0.01% +3.6M +158.6% $3.53 -9.3%
1530 GWW PUT WW GRAINGER INC Industrials 18,800.0 $20.5M 0.01% +14K +283.7% $1090.81 +13.6%
1531 LULU LULULEMON ATHLETICA INC Consumer Cyclical 133,732.0 $20.5M 0.01% -422K -75.9% $153.10 -17.2%
1532 UBS CALL UBS GROUP AG Financial Services 659,800.0 $20.5M 0.01% +373K +130.1% $31.03 +52.3%
1533 FFIN FIRST FINL BANKSHARES INC Financial Services 694,290.0 $20.4M 0.01% -1.0M -59.4% $29.45 +9.3%
1534 HYCROFT MINING HOLDING CORP 578,259.0 $20.4M 0.01% +7K +1.2% $35.20
1535 ASX ASE TECHNOLOGY HLDG CO LTD Technology 938,781.0 $20.4M 0.01% -427K -31.3% $21.68 +50.6%
1536 SOLENO THERAPEUTICS INC 606,513.0 $20.3M 0.01% -630K -50.9% $33.48
1537 PBR PETROLEO BRASILEIRO S A Energy 977,616.0 $20.3M 0.01% +773K +377.6% $20.75 -3.5%
1538 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 73,000.0 $20.3M 0.01% +30K +68.2% $277.87 +29.0%
1539 APA PUT APA CORPORATION Energy 477,400.0 $20.3M 0.01% +230K +93.2% $42.44 -9.7%
1540 DINO HF SINCLAIR CORP Energy 324,402.0 $20.2M 0.01% -245K -43.0% $62.39 +9.6%
Page 77 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%