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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

Israel “Izzy” Englander is the founder of Millennium Management, one of the world’s largest multi-strategy hedge fund platforms. Millennium allocates capital across hundreds of independent teams rather than a single house view, with rigorous risk controls at the platform level. Englander’s model has been highly influential in the rise of pod-shop multi-manager structures across the industry.

This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$181B
AUM Growth
+$11.6B
Cap. Flow
+$3.62B
Cap. Flow %
2%
Top 10 Hldgs %
19.95%
Holding
7,859
New
848
Increased
2,516
Reduced
2,491
Closed
1,332

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$917M
2
CRM icon
Salesforce
CRM
+$378M
3
BA icon
Boeing
BA
+$297M
4
DXCM icon
DexCom
DXCM
+$292M
5
AMZN icon
Amazon
AMZN
+$267M

Top Sells

Rank Stock Value
1
DRE
Duke Realty Corp.
DRE
+$779M
2
CVX icon
Chevron
CVX
+$569M
3
HD icon
Home Depot
HD
+$292M
4
PEP icon
PepsiCo
PEP
+$259M
5
CB icon
Chubb
CB
+$248M

Sector Composition

Rank Sector Weight
1 Miscellaneous 52.94%
2 Technology 8.23%
3 Healthcare 7.53%
4 Financials 7.5%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KRRO icon
4276
Korro Bio
KRRO
$190M
$842K ﹤0.01%
4,374
-775
-15% -$79.7K
MSTR icon
4277
Strategy Inc
MSTR
$50.6B
$842K ﹤0.01%
59,510
-68,710
-54% -$1.4M
IART icon
4278
CALL
Integra LifeSciences
IART
$1.31B
$841K ﹤0.01%
+15,000
New +$763K
TREE icon
4279
LendingTree
TREE
$407M
$841K ﹤0.01%
39,447
+659
+2% +$15K
PDCO
4280
CALL
DELISTED
Patterson Companies, Inc.
PDCO
$841K ﹤0.01%
+30,000
New +$828K
BTM
4281
DELISTED
Bitcoin Depot
BTM
$834K ﹤0.01%
11,786
– –
SUNW
4282
DELISTED
Sunworks, Inc.
SUNW
$834K ﹤0.01%
527,679
+359,856
+214% +$808K
HIVE
4283
HIVE Digital Technologies
HIVE
$761M
$833K ﹤0.01%
578,099
+458,999
+385% +$1.17M
FSP
4284
Franklin Street Properties
FSP
$42.2M
$830K ﹤0.01%
303,959
+226,373
+292% +$627K
NRACU
4285
DELISTED
Northern Revival Acquisition Corporation Unit
NRACU
$830K ﹤0.01%
82,137
– –
RBLX icon
4286
PUT
Roblox
RBLX
$27.5B
$828K ﹤0.01%
29,100
-53,400
-65% -$1.88M
WRBY icon
4287
Warby Parker
WRBY
$3.09B
$827K ﹤0.01%
+61,286
New +$937K
NARI
4288
CALL
DELISTED
Inari Medical, Inc. Common Stock
NARI
$826K ﹤0.01%
13,000
+3,000
+30% +$218K
DRD
4289
DRDGold
DRD
$2.5B
$825K ﹤0.01%
111,432
-104,023
-48% -$640K
RBLX icon
4290
CALL
Roblox
RBLX
$27.5B
$825K ﹤0.01%
29,000
+16,500
+132% +$580K
SQSP
4291
DELISTED
Squarespace, Inc.
SQSP
$825K ﹤0.01%
+37,212
New +$783K
MNRO icon
4292
Monro
MNRO
$405M
$824K ﹤0.01%
18,232
-30,144
-62% -$1.39M
CSTE icon
4293
Caesarstone
CSTE
$109M
$822K ﹤0.01%
143,965
+104,653
+266% +$782K
MKC icon
4294
McCormick & Company Non-Voting
MKC
$14.9B
$820K ﹤0.01%
9,889
-38,164
-79% -$3.08M
PACB icon
4295
CALL
Pacific Biosciences
PACB
$435M
$818K ﹤0.01%
100,000
-401,000
-80% -$3.45M
COPX icon
4296
Global X Copper Miners ETF NEW
COPX
$8.64B
$817K ﹤0.01%
+23,057
New +$757K
MIT.U
4297
DELISTED
Mason Industrial Technology, Inc. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant to purchase one share of Class A common stock
MIT.U
$816K ﹤0.01%
81,574
-2,524
-3% -$25K
DCGO icon
4298
DocGo
DCGO
$39.3M
$815K ﹤0.01%
115,297
+41,605
+56% +$349K
TCS
4299
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$815K ﹤0.01%
12,612
-43,792
-78% -$3.17M
LNN icon
4300
Lindsay Corp
LNN
$1.16B
$814K ﹤0.01%
5,000
-56,770
-92% -$9.36M
170 171
172
173 174

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Israel Englander's Q4 2022 Portfolio in Review

As of Q4 2022, Israel Englander held 7,859 positions worth $181B, up 6.9% from $169B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Israel Englander's Q4 2022 filing shows 848 new, 2,516 increased, 2,491 reduced and 1,332 closed positions. Its largest new stake was Keurig Dr Pepper: 4,680,704 shares worth $167M. The largest sale was Duke Realty Corp., an estimated $779M.

By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, down from 55% a quarter earlier, followed by Technology and Healthcare.

  • Israel Englander's largest Q4 2022 buy was Keurig Dr Pepper: 4,680,704 shares worth $167M.
  • Israel Englander added most to Invesco QQQ Trust in Q4 2022, an estimated $917M increase.
  • Israel Englander's biggest Q4 2022 reduction was Chevron, cutting an estimated $569M.
  • Israel Englander fully exited Duke Realty Corp. in Q4 2022, selling an estimated $779M.
  • Israel Englander's ten largest holdings make up 20% of its $181B portfolio in Q4 2022.
  • Israel Englander opened 848 new positions and closed 1,332 in Q4 2022.
  • Israel Englander's portfolio value rose 6.9% quarter-over-quarter to $181B.

Based on Millennium Management's 13F filing for Q4 2022, filed 14 Feb 2023.