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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 9 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ETHA ISHARES ETHEREUM TR Financial Services 16,476,113.0 $260.8M 0.11% -8.6M -34.3% $15.83 +0.1%
162 AZN ASTRAZENECA PLC Healthcare 1,302,645.0 $256.9M 0.11% NEW $197.22 -6.6%
163 WIX WIX COM LTD Technology 2,850,787.0 $256.8M 0.11% +2.2M +370.5% $90.07 -38.3%
164 CDE COEUR MNG INC Basic Materials 13,656,124.0 $255.6M 0.11% +13.1M +2371.6% $18.72 -6.2%
165 LLY ELI LILLY & CO Healthcare 275,989.0 $253.8M 0.11% -59K -17.6% $919.77 +7.6%
166 DOV DOVER CORP Industrials 1,214,099.0 $253.1M 0.10% -109K -8.2% $208.45 +0.9%
167 COF CAPITAL ONE FINL CORP Financial Services 1,383,390.0 $252.4M 0.10% +28K +2.1% $182.43 +2.7%
168 TLN TALEN ENERGY CORP Utilities 787,161.0 $251.3M 0.10% +437K +124.7% $319.23 +0.9%
169 BALL BALL CORP Consumer Cyclical 4,120,029.0 $243.5M 0.10% -1.4M -25.3% $59.11 -5.3%
170 KKR KKR & CO INC Financial Services 2,622,000.0 $242.5M 0.10% +2.2M +571.7% $92.50 +3.9%
171 PANW PUT PALO ALTO NETWORKS INC Technology 1,504,500.0 $241.2M 0.10% +54K +3.7% $160.32 +54.6%
172 BSX BOSTON SCIENTIFIC CORP Healthcare 4,337,804.0 $240.8M 0.10% -6.9M -61.5% $55.52 -1.2%
173 DELL CALL DELL TECHNOLOGIES INC Technology 1,464,300.0 $240.3M 0.10% +1.2M +490.7% $164.13 +46.3%
174 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,262,511.0 $238.7M 0.10% +60K +5.0% $189.05 +21.4%
175 V CALL VISA INC Financial Services 785,400.0 $237.4M 0.10% +431K +121.6% $302.24 +9.3%
176 MRK MERCK & CO INC Healthcare 1,970,691.0 $237.1M 0.10% -4.8M -71.0% $120.29 -7.0%
177 PKG PACKAGING CORP AMER Consumer Cyclical 1,115,665.0 $236.8M 0.10% -709K -38.9% $212.22 -0.0%
178 SU SUNCOR ENERGY INC NEW Energy 3,579,830.0 $236.5M 0.10% -1.9M -34.6% $66.07 +5.4%
179 NFLX CALL NETFLIX INC. Communication Services 2,415,900.0 $232.3M 0.10% +318K +15.2% $96.15 -7.0%
180 TW TRADEWEB MKTS INC Financial Services 1,968,423.0 $231.6M 0.10% +1.6M +434.6% $117.66 -4.4%
Page 9 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%