Millennium Management’s Disc Medicine IRON Stock Holding History

Millennium Management’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,000	Closed	-$794K	–	6239
2025 Q2	$794K	Buy	+15,000	New	+$705K	﹤0.01%	4588
2024 Q2	–	Sell	-35,000	Closed	-$2.18M	–	6211
2024 Q1	$2.18M	Buy	+35,000	New	+$2.27M	﹤0.01%	3658
2021 Q4	–	Sell	-3,333	Closed	-$404K	–	7095
2021 Q3	$404K	Buy	+3,333	New	+$456K	﹤0.01%	5540

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Millennium Management's IRON Position: Q1 2026 in Review

Millennium Management reduced its Disc Medicine (IRON) stake by 55% in Q1 2026, selling an estimated $7.05M and leaving 83,259 shares worth $5.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Millennium Management first reported a position in IRON in Q1 2021 and has held it in 16 quarters since. The position peaked at $14.7M in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Millennium Management held 83,259 shares of Disc Medicine worth $5.32M as of Q1 2026.
Millennium Management sold 101,520 Disc Medicine shares in Q1 2026, an estimated $7.05M.
Disc Medicine made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2866 holding.
Millennium Management first reported a position in Disc Medicine in Q1 2021 and has held it in 16 quarters since.
Millennium Management's Disc Medicine position peaked at $14.7M in Q4 2025.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.