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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 72 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 LXRX LEXICON PHARMACEUTICALS INC Healthcare 4,944,731.0 $7.7M 0.00% +123K +2.5% $1.56 +36.5%
1422 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 756,106.0 $7.7M 0.00% +38K +5.4% $10.19 +1.0%
1423 LXU LSB INDS INC Basic Materials 515,196.0 $7.7M 0.00% +494K +2288.2% $14.90 -8.0%
1424 GIGCAPITAL8 CORP 768,970.0 $7.7M 0.00% +549K +249.5% $9.97
1425 KALU KAISER ALUMINIUM CORPORATION Basic Materials 63,320.0 $7.6M 0.00% +24K +62.9% $120.51 +35.3%
1426 IDYA IDEAYA BIOSCIENCES INC Healthcare 228,980.0 $7.6M 0.00% +20K +9.8% $33.32 -15.0%
1427 ANTX AN2 THERAPEUTICS INC Healthcare 2,222,502.0 $7.6M 0.00% +2.1M +2222.8% $3.42 +34.2%
1428 WK WORKIVA INC Technology 127,380.0 $7.6M 0.00% +51K +66.0% $59.63 -16.7%
1429 FIVN FIVE9 INC Technology 499,687.0 $7.6M 0.00% +231K +86.2% $15.17 +48.5%
1430 ALNY PUT ALNYLAM PHARMACEUTICALS INC Healthcare 22,800.0 $7.5M 0.00% +21K +1325.0% $330.87 -9.8%
1431 BIOA BIOAGE LABS INC Healthcare 430,463.0 $7.5M 0.00% +202K +88.5% $17.49 -7.9%
1432 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 47,600.0 $7.5M 0.00% +1K +2.8% $157.28 -0.8%
1433 CARR CALL CARRIER GLOBAL CORPORATION Industrials 132,700.0 $7.5M 0.00% +46K +53.2% $56.31 +9.1%
1434 SIZZLE ACQUISITION CORP. II 725,500.0 $7.5M 0.00% +13K +1.8% $10.28
1435 KMI PUT KINDER MORGAN INC DEL Energy 222,400.0 $7.5M 0.00% +27K +13.6% $33.53 +2.3%
1436 XRP BITWISE XRP ETF Financial Services 495,856.0 $7.5M 0.00% +27K +5.8% $15.03 +2.1%
1437 ORRF ORRSTOWN FINL SVCS INC Financial Services 206,476.0 $7.4M 0.00% +93K +81.4% $36.08 -0.8%
1438 AZO PUT AUTOZONE INC Consumer Cyclical 2,200.0 $7.4M 0.00% +500.0 +29.4% $3377.78 +1.2%
1439 AZZ AZZ INC Industrials 59,290.0 $7.4M 0.00% +13K +28.0% $125.13 +9.5%
1440 VALE PUT VALE S A Basic Materials 466,000.0 $7.4M 0.00% +182K +64.1% $15.91 +0.6%
Page 72 of 115  ·  2,283 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%