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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 80 of 115  ·  2,283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 1,359,096.0 $5.5M 0.00% +542K +66.4% $4.05 +0.1%
1582 BB BLACKBERRY LTD Technology 1,697,028.0 $5.5M 0.00% +1.6M +2827.4% $3.24 +91.7%
1583 TSAT TELESAT CORP Technology 151,743.0 $5.5M 0.00% +23K +18.1% $36.20 +39.4%
1584 AKR ACADIA RLTY TR Real Estate 287,270.0 $5.5M 0.00% +269K +1473.8% $19.12 +11.2%
1585 DCTH DELCATH SYS INC Healthcare 588,055.0 $5.5M 0.00% +342K +138.6% $9.28 +16.9%
1586 PCTY CALL PAYLOCITY HLDG CORP Technology 50,500.0 $5.5M 0.00% +30K +152.5% $108.04 +3.4%
1587 CALL BROWN FORMAN CORP 206,300.0 $5.5M 0.00% +56K +37.5% $26.44
1588 FNV PUT FRANCO NEV CORP Basic Materials 22,000.0 $5.4M 0.00% +5K +27.2% $247.05 -8.3%
1589 KMT KENNAMETAL INC Industrials 148,827.0 $5.4M 0.00% +25K +19.8% $36.13 -1.9%
1590 JANX JANUX THERAPEUTICS INC Healthcare 386,810.0 $5.4M 0.00% +97K +33.5% $13.90 +3.0%
1591 PINS CALL PINTEREST INC Communication Services 291,900.0 $5.4M 0.00% +84K +40.7% $18.34 +2.8%
1592 AXIOM INTELLIGENCE AC CORP 1 528,050.0 $5.3M 0.00% +14K +2.8% $10.13
1593 NXDR NEXTDOOR HOLDINGS INC Communication Services 3,816,938.0 $5.3M 0.00% +513K +15.5% $1.40 +47.9%
1594 NTR PUT NUTRIEN LTD Basic Materials 70,600.0 $5.3M 0.00% +8K +13.0% $75.46 -7.0%
1595 PSA PUT PUBLIC STORAGE OPER CO Real Estate 19,600.0 $5.3M 0.00% +15K +355.8% $270.88 +11.5%
1596 ASYS AMTECH SYS INC Technology 453,597.0 $5.3M 0.00% +431K +1894.0% $11.68 +64.5%
1597 PH PUT PARKER-HANNIFIN CORP Industrials 5,900.0 $5.3M 0.00% +600.0 +11.3% $895.24 -4.3%
1598 CARS CARS COM INC Consumer Cyclical 648,906.0 $5.3M 0.00% +590K +1002.2% $8.12 +20.1%
1599 TRNS TRANSCAT INC Industrials 71,429.0 $5.2M 0.00% +45K +166.8% $73.45 -8.2%
1600 OMC CALL OMNICOM GROUP INC Communication Services 69,400.0 $5.2M 0.00% +58K +488.1% $75.31 -5.0%
Page 80 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%