WORLDQUANT MILLENNIUM ADVISORS LLC

Other Low signal CIK 1745981
League rank
#518
in Other · #1864 overall
Long book
$25.93B
Q1 2026
Positions
593
Top-10 weight
28%
concentration
Last quarter
+14.4%
SPY +14.8%
Turnover
36%
of book per quarter

Strategy in plain words

auto-generated from filings

WORLDQUANT MILLENNIUM ADVISORS LLC is an institutional manager, running a $25.93B US long book across 593 positions.

The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: APPLE INC, NVIDIA CORP, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+7.4%
Q3 2024
+1.3%
Q4 2024
-3.7%
Q1 2025
+9.1%
Q2 2025
+6.9%
Q3 2025
+2.6%
Q4 2025
-2.8%
Q1 2026
+14.4%

Sector allocation

Technology
38%
Industrials
13%
Financials
10%
Healthcare
10%
Consumer discretionary
9%
Services media
4%
Energy
4%
Utilities
3%

Long book by quarter

$8.11B
Q1 2024
$10.97B
Q2 2024
$13.67B
Q3 2024
$15.44B
Q4 2024
$15.87B
Q1 2025
$20.13B
Q2 2025
$23.15B
Q3 2025
$25.78B
Q4 2025
$25.93B
Q1 2026

What does WORLDQUANT MILLENNIUM own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology6.0M$1.53B5.9%+23.8%
NVDA NVIDIA CORPTechnology7.5M$1.31B5.0%+3.9%
MSFT MICROSOFT CORPTechnology2.8M$1.02B3.9%+35.6%
AMZN AMAZON.COM INCConsumer discretionary3.0M$633.0M2.4%-25.9%
GOOG ALPHABET INC-CL CTechnology2.1M$600.3M2.3%+21.3%
GOOGL ALPHABET INC-CL ATechnology2.0M$576.8M2.2%+17.7%
MU MICRON TECHNOLOGY INCTechnology1.5M$523.3M2.0%+7.4%
AVGO BROADCOM INCTechnology1.4M$439.5M1.7%+93.8%
META META PLATFORMS INC-CLASS ATechnology761.3K$435.6M1.7%+9.6%
TSLA TESLA INCIndustrials867.3K$322.4M1.2%+4.6%
LLY ELI LILLY & COHealthcare331.8K$305.2M1.2%+44.8%
APH AMPHENOL CORP-CL ATechnology2.3M$294.1M1.1%+38.8%
MA MASTERCARD INC - AServices media576.5K$288.1M1.1%-16.8%
XOM EXXON MOBIL CORPEnergy1.5M$253.0M1.0%-3.8%
COST COSTCO WHOLESALE CORPConsumer discretionary251.5K$250.6M1.0%-32.8%
JPM JPMORGAN CHASE & COFinancials828.5K$243.7M0.9%+14.1%
T AT&T INCCommunications8.2M$236.9M0.9%+23.8%
LRCX LAM RESEARCH CORPIndustrials1.1M$234.3M0.9%+95.0%
MMM 3M COHealthcare1.6M$227.7M0.9%+112.4%
CVX CHEVRON CORPEnergy1.1M$226.0M0.9%-12.8%
ZTS ZOETIS INCHealthcare1.8M$215.0M0.8%+1214.0%
ADP AUTOMATIC DATA PROCESSINGTechnology1.0M$210.3M0.8%+218.3%
BMY BRISTOL-MYERS SQUIBB COHealthcare3.4M$205.7M0.8%+56.3%
PEP PEPSICO INCConsumer staples1.3M$198.4M0.8%+171.7%
DOW DOW INCMaterials4.1M$172.0M0.7%+1182.0%
GM GENERAL MOTORS COIndustrials2.3M$170.1M0.7%+144.8%
HWM HOWMET AEROSPACE INCIndustrials736.2K$169.7M0.7%+170.5%
CMI CUMMINS INCIndustrials305.1K$164.2M0.6%+102.6%
RTX RTX CORPIndustrials839.3K$161.9M0.6%+13.6%
BX BLACKSTONE INCFinancials1.4M$160.4M0.6%+473.6%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials332.7K$159.4M0.6%+10.8%
AXP AMERICAN EXPRESS COFinancials526.0K$159.1M0.6%+268.0%
COF CAPITAL ONE FINANCIAL CORPFinancials861.2K$157.1M0.6%+1428.7%
CL COLGATE-PALMOLIVE COOther1.8M$155.5M0.6%+200.4%
ANET ARISTA NETWORKS INCTechnology1.3M$153.6M0.6%+207.1%
TMUS T-MOBILE US INCCommunications727.9K$152.9M0.6%-24.1%
TJX TJX COMPANIES INCConsumer discretionary952.7K$152.1M0.6%+55.4%
DG DOLLAR GENERAL CORPConsumer discretionary1.3M$151.3M0.6%+748.8%
NOW SERVICENOW INCTechnology1.4M$150.8M0.6%+634.7%
ABT ABBOTT LABORATORIESHealthcare1.5M$150.0M0.6%+354.7%
LMT LOCKHEED MARTIN CORPIndustrials246.1K$148.7M0.6%-42.1%
V VISA INC-CLASS A SHARESServices media488.1K$147.5M0.6%-42.3%
BSX BOSTON SCIENTIFIC CORPHealthcare2.3M$142.7M0.6%-32.9%
BKR BAKER HUGHES COIndustrials2.3M$139.4M0.5%+17312.8%
DPZ DOMINO'S PIZZA INCConsumer discretionary381.0K$136.7M0.5%+59.7%
TXN TEXAS INSTRUMENTS INCTechnology690.2K$134.0M0.5%+1153.7%
DLTR DOLLAR TREE INCConsumer discretionary1.2M$133.1M0.5%+100.4%
MCK MCKESSON CORPConsumer discretionary151.6K$131.2M0.5%+15.0%
TTD TRADE DESK INC/THE -CLASS ATechnology5.7M$129.2M0.5%+177.2%
RBLX ROBLOX CORP -CLASS ATechnology2.3M$128.5M0.5%+5.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026593$25.93B canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026568$25.78B canonicalSEC ↗
Q3 202513F-HRNov 14, 2025500$23.15B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025481$20.13B canonicalSEC ↗
Q1 202513F-HRMay 15, 2025413$15.87B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025432$15.44B canonicalSEC ↗
Q3 202413F-HRNov 14, 2024431$13.67B canonicalSEC ↗
Q2 202413F-HRAug 14, 2024404$10.97B canonicalSEC ↗
Q1 202413F-HRMay 15, 2024346$8.11B canonicalSEC ↗