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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%
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
$211B
AUM Growth
-$5.05B
Cap. Flow
-$20.6B
Cap. Flow %
-9.75%
Top 10 Hldgs %
17.13%
Holding
6,698
New
898
Increased
2,221
Reduced
2,445
Closed
667

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38B
2
MSFT icon
Microsoft
MSFT
+$667M
3
SPOT icon
Spotify
SPOT
+$528M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$438M
5
LLY icon
Eli Lilly
LLY
+$412M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.59B
2
AMZN icon
Amazon
AMZN
+$1.45B
3
MRK icon
Merck
MRK
+$925M
4
AVGO icon
Broadcom
AVGO
+$765M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$672M

Sector Composition

Rank Sector Weight
1 Technology 8.59%
2 Healthcare 7.29%
3 Financials 7.2%
4 Industrials 6.31%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFO
5426
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
$118K ﹤0.01%
12,552
– –
OPAL icon
5427
OPAL Fuels
OPAL
$65M
$117K ﹤0.01%
32,173
-50,361
-61% -$190K
AUROW
5428
CALL
Aurora Innovation Warrant
AUROW
$176M
$117K ﹤0.01%
140,618
– –
CLSD
5429
DELISTED
Clearside Biomedical
CLSD
$116K ﹤0.01%
6,068
+3,209
+112% +$54.8K
AIRJW
5430
CALL
AirJoule Technologies Warrant
AIRJW
$73.3M
$116K ﹤0.01%
275,000
– –
AISPW
5431
CALL
Airship AI Holdings Warrants
AISPW
$18.1M
$115K ﹤0.01%
548,250
– –
PASG icon
5432
Passage Bio
PASG
$14.5M
$115K ﹤0.01%
8,193
-29,353
-78% -$467K
ORMP icon
5433
Oramed Pharmaceuticals
ORMP
$205M
$114K ﹤0.01%
46,667
+27,210
+140% +$66.3K
EVGOW
5434
CALL
DELISTED
EVgo Inc Warrants
EVGOW
$113K ﹤0.01%
363,150
– –
TE
5435
T1 Energy
TE
$1.34B
$113K ﹤0.01%
116,566
+53,975
+86% +$73.7K
SMXT icon
5436
Solarmax Technology
SMXT
$16.3M
$113K ﹤0.01%
14,886
-6,113
-29% -$193K
PGEN icon
5437
Precigen
PGEN
$2.64B
$113K ﹤0.01%
119,060
-22,865
-16% -$28.8K
ABX
5438
Abacus Global Management
ABX
$948M
$112K ﹤0.01%
11,105
-125,384
-92% -$1.23M
NOTE.WS
5439
CALL
DELISTED
FiscalNote Holdings Warrants
NOTE.WS
$112K ﹤0.01%
749,218
– –
HUMAW icon
5440
CALL
Humacyte Inc Warrant
HUMAW
$20.5K
$112K ﹤0.01%
62,500
– –
PLUG icon
5441
Plug Power
PLUG
$3.14B
$111K ﹤0.01%
49,136
-794,393
-94% -$1.78M
BE icon
5442
Bloom Energy
BE
$62.4B
$109K ﹤0.01%
10,350
-1,485,556
-99% -$17.6M
UUUU icon
5443
Energy Fuels
UUUU
$3.92B
$109K ﹤0.01%
+19,862
New +$103K
RCAT icon
5444
Red Cat Holdings
RCAT
$1.41B
$107K ﹤0.01%
+42,223
New +$101K
AMC icon
5445
AMC Entertainment Holdings
AMC
$2.45B
$106K ﹤0.01%
23,218
-82,088
-78% -$409K
SKGRW
5446
CALL
DELISTED
SK Growth Opportunities Corporation Warrant
SKGRW
$105K ﹤0.01%
500,000
– –
LSF icon
5447
Laird Superfood
LSF
$44.3M
$105K ﹤0.01%
21,082
+2,339
+12% +$9.82K
JBDI
5448
JBDI Holdings
JBDI
$12.2M
$105K ﹤0.01%
+47,527
New +$934K
ANSCW
5449
CALL
DELISTED
Agriculture & Natural Solutions Acquisition Corp Warrant
ANSCW
$104K ﹤0.01%
400,000
– –
CMPOW
5450
CALL
DELISTED
CompoSecure Inc Warrant
CMPOW
$104K ﹤0.01%
27,500
– –
216 217
218
219 220

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Israel Englander's Q3 2024 Portfolio in Review

As of Q3 2024, Israel Englander held 6,698 positions worth $211B, down 2.3% from $216B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander withdrew a net $20.6B in Q3 2024, closing 667 positions and reducing 2,445 holdings. Its most notable exit was WestRock Company, an estimated $161M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 10% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Israel Englander opened a new position in Smurfit Westrock worth $94.1M.

  • Israel Englander's largest Q3 2024 buy was Smurfit Westrock: 1,904,931 shares worth $94.1M.
  • Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q3 2024, an estimated $1.38B increase.
  • Israel Englander's biggest Q3 2024 reduction was Apple, cutting an estimated $2.59B.
  • Israel Englander fully exited WestRock Company in Q3 2024, selling an estimated $161M.
  • Israel Englander's ten largest holdings make up 17% of its $211B portfolio in Q3 2024.
  • Israel Englander opened 898 new positions and closed 667 in Q3 2024.
  • Israel Englander's portfolio value fell 2.3% quarter-over-quarter to $211B.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.