Position in YMM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,842,804
+$38,487,405 QoQ
Shares Held
4,679,856
+14029.1% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YMM Over Time
Shares Held
Position Value (USD)
Derivatives in YMM
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$3,891,000
PutShares
300,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $4,289,524,296 across 124 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,347,035 | $342,820,407 | |
| 2 | LYFT |
Lyft, Inc.
|
21,537,770 | $314,666,819 | |
| 3 | INTU |
Intuit Inc.
|
1,140,650 | $297,709,650 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,818,282 | $279,799,036 | |
| 5 | PAYX |
Paychex Inc
|
2,329,624 | $229,071,927 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
3,143,620 | $222,285,370 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,739,872 | $197,709,163 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,684 | $156,923,815 |
All Filings in YMM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,842,804 | 4,679,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $355,399 | 33,122 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,891,000 | 300,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $4,967,094 | 382,968 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,756,973 | 995,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,103,674 | 3,140,460 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,532,400 | 120,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $1,532,400 | 120,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,921,400 | 270,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $6,422,643 | 593,590 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $5,193,600 | 480,000 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $2,612,900 | 290,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $17,957,317 | 1,993,043 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,055,200 | 380,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $11,176,251 | 1,390,081 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,125,600 | 140,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $3,771,414 | 518,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,161,899 | 1,021,669 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,693,602 | 1,945,114 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,110,000 | 500,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $3,805,000 | 500,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $5,254,271 | 690,443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $603,592 | 75,449 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $9,200,000 | 1,150,000 | Call | Sole | 2023-02-14 | |
| 2022-09-30 | $598,801 | 91,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,052,485 | 778,420 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $103,104 | 15,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,991,598 | 1,074,265 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $482,803 | 31,494 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,736,646 | 477,755 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||