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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 74 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 NGG NATIONAL GRID PLC Utilities 85,708.0 $7.3M 0.00% +68K +393.4% $84.60 -0.5%
1462 FOSL FOSSIL GROUP INC Consumer Cyclical 1,672,785.0 $7.2M 0.00% +1.5M +1232.1% $4.31 -10.0%
1463 EWT ISHARES INC 100,894.0 $7.2M 0.00% +78K +342.5% $70.92 +29.6%
1464 ECPG ENCORE CAP GROUP INC Financial Services 101,948.0 $7.1M 0.00% +18K +21.3% $70.12 +15.1%
1465 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 62,200.0 $7.1M 0.00% +2K +2.5% $114.85 +25.0%
1466 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 189,596.0 $7.1M 0.00% +53K +38.4% $37.29 +11.2%
1467 KE KIMBALL ELECTRONICS INC Industrials 298,244.0 $7.1M 0.00% +168K +129.1% $23.69 -1.2%
1468 AGX ARGAN INC Industrials 12,952.0 $7.1M 0.00% +5K +55.8% $544.65 +15.8%
1469 USAR USA RARE EARTH INC Basic Materials 466,050.0 $7.1M 0.00% +430K +1206.2% $15.14 +31.9%
1470 INSW INTERNATIONAL SEAWAYS INC Energy 96,735.0 $7.1M 0.00% +6K +7.2% $72.88 +14.3%
1471 WVE WAVE LIFE SCIENCES LTD Healthcare 972,241.0 $7.0M 0.00% +388K +66.3% $7.25 -15.3%
1472 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 53,800.0 $7.0M 0.00% +42K +337.4% $131.01 -5.2%
1473 SYF PUT SYNCHRONY FINANCIAL Financial Services 103,500.0 $7.0M 0.00% +76K +283.3% $68.02 +2.0%
1474 AON PUT AON PLC Financial Services 21,800.0 $7.0M 0.00% +4K +19.1% $322.78 +0.3%
1475 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 24,200.0 $7.0M 0.00% +5K +24.7% $290.49 -0.4%
1476 NDAQ PUT NASDAQ INC Financial Services 82,600.0 $7.0M 0.00% +53K +180.0% $84.89 +8.4%
1477 DEO DIAGEO PLC Consumer Defensive 94,112.0 $7.0M 0.00% +35K +59.3% $74.45 +13.2%
1478 STKL SUNOPTA INC Consumer Defensive 1,078,651.0 $7.0M 0.00% +773K +252.8% $6.48 +0.3%
1479 JKS JINKOSOLAR HLDG CO LTD Energy 274,667.0 $7.0M 0.00% +265K +2691.3% $25.41 -12.7%
1480 CCI PUT CROWN CASTLE INC Real Estate 85,800.0 $7.0M 0.00% +70K +443.0% $81.31 +13.9%
Page 74 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%