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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $237.8B AUM 5,950 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 5950 New
Page 85 of 298  ·  5,950 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 XLP SELECT SECTOR SPDR TR 231,143.0 $18.0M 0.01% NEW $77.68 +9.0%
1682 WD WALKER & DUNLOP INC Financial Services 298,459.0 $18.0M 0.01% NEW $60.15 -17.3%
1683 BKSY BLACKSKY TECHNOLOGY INC Technology 956,711.0 $17.9M 0.01% NEW $18.75 +138.1%
1684 SUPER MICRO COMPUTER INC 20,000,000.0 $17.9M 0.01% NEW $0.90
1685 FUTU FUTU HLDGS LTD Financial Services 108,914.0 $17.9M 0.01% NEW $164.21 -24.6%
1686 LEA LEAR CORP Consumer Cyclical 155,424.0 $17.8M 0.01% NEW $114.60 +20.8%
1687 DOCU CALL DOCUSIGN INC Technology 260,300.0 $17.8M 0.01% NEW $68.40 -28.4%
1688 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 6,900,828.0 $17.8M 0.01% NEW $2.58 +49.2%
1689 BIIB CALL BIOGEN INC Healthcare 101,100.0 $17.8M 0.01% NEW $175.99 +7.7%
1690 APP APPLOVIN CORP Technology 26,385.0 $17.8M 0.01% NEW $673.82 -27.9%
1691 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 175,618.0 $17.7M 0.01% NEW $101.07 +20.1%
1692 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 356,048.0 $17.7M 0.01% NEW $49.82 +12.6%
1693 AESI ATLAS ENERGY SOLUTIONS INC Energy 1,883,042.0 $17.7M 0.01% NEW $9.42 +106.7%
1694 NWS NEWS CORP NEW Communication Services 597,395.0 $17.7M 0.01% NEW $29.63 +1.5%
1695 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 1,480,937.0 $17.7M 0.01% NEW $11.95 +15.0%
1696 MBLY CALL MOBILEYE GLOBAL INC Consumer Cyclical 1,694,900.0 $17.7M 0.01% NEW $10.44 -6.1%
1697 DYN DYNE THERAPEUTICS INC Healthcare 904,389.0 $17.7M 0.01% NEW $19.56 -11.2%
1698 SO SOUTHERN CO Utilities 202,694.0 $17.7M 0.01% NEW $87.20 +7.4%
1699 HUM PUT HUMANA INC Healthcare 69,000.0 $17.7M 0.01% NEW $256.13 +18.6%
1700 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 230,500.0 $17.7M 0.01% NEW $76.67 +12.6%
Page 85 of 298  ·  5,950 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
Financial Services 18.6%
Technology 18.2%
Healthcare 13.7%
Industrials 12.2%
Consumer Cyclical 8.6%
Consumer Defensive 8.0%
Communication Services 6.2%
Basic Materials 4.8%
Energy 3.7%
Utilities 3.0%