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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
+11.02%
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
$234B
AUM Growth
+$2.96B
Cap. Flow
-$25.1B
Cap. Flow %
-10.74%
Top 10 Hldgs %
16.8%
Holding
6,887
New
858
Increased
2,292
Reduced
2,484
Closed
745

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$651M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$622M
3
MRK icon
Merck
MRK
+$496M
4
ADBE icon
Adobe
ADBE
+$446M
5
CRH icon
CRH
CRH
+$410M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.33B
2
MSFT icon
Microsoft
MSFT
+$965M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$542M
4
NVDA icon
NVIDIA
NVDA
+$522M
5
LIN icon
Linde
LIN
+$377M

Sector Composition

Rank Sector Weight
1 Technology 8.55%
2 Healthcare 6.96%
3 Financials 6.02%
4 Industrials 5.05%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JKHY icon
6301
PUT
Jack Henry & Associates
JKHY
$11.8B
– –
-3,800
Closed -$621K
JOBY icon
6302
CALL
Joby Aviation
JOBY
$7.45B
– –
-381,033
Closed -$1.01M
JRVR icon
6303
CALL
James River Group Holdings
JRVR
$187M
– –
-100,000
Closed -$924K
JVA icon
6304
Coffee Holding Co
JVA
$20.2M
– –
-11,560
Closed -$10.4K
K
6305
CALL
DELISTED
Kellanova
K
– –
-62,900
Closed -$3.7M
K
6306
PUT
DELISTED
Kellanova
K
– –
-29,400
Closed -$1.71M
KAI icon
6307
Kadant
KAI
$3.7B
– –
-4,230
Closed -$1.19M
KALV
6308
PUT
DELISTED
KalVista Pharmaceuticals
KALV
– –
-50,000
Closed -$613K
KAVL
6309
DELISTED
Kaival Brands Innovations Group
KAVL
– –
-516
Closed -$2.18K
KBE icon
6310
CALL
State Street SPDR S&P Bank ETF
KBE
$1.7B
– –
-530,000
Closed -$24.4M
KBE icon
6311
PUT
State Street SPDR S&P Bank ETF
KBE
$1.7B
– –
-16,600
Closed -$764K
KCE icon
6312
State Street SPDR S&P Capital Markets ETF
KCE
$483M
– –
-5,081
Closed -$518K
KGC icon
6313
CALL
Kinross Gold
KGC
$38.9B
– –
-17,900
Closed -$108K
KIE icon
6314
State Street SPDR S&P Insurance ETF
KIE
$704M
– –
-358,274
Closed -$16.2M
KLTR icon
6315
Kaltura
KLTR
$246M
– –
-24,339
Closed -$47.5K
KRNT icon
6316
Kornit Digital
KRNT
$721M
– –
-26,747
Closed -$512K
KVHI icon
6317
KVH Industries
KVHI
$140M
– –
-64,812
Closed -$341K
LAC
6318
Lithium Americas
LAC
$1.14B
– –
-316,623
Closed -$2.03M
LAES icon
6319
SEALSQ Corp
LAES
$566M
– –
-20,409
Closed -$26.1K
LAMR icon
6320
Lamar Advertising Co
LAMR
$15.3B
– –
-49,770
Closed -$5.29M
LCID icon
6321
CALL
Lucid Motors
LCID
$2.17B
– –
-228,050
Closed -$9.6M
LCII icon
6322
PUT
LCI Industries
LCII
$2.48B
– –
-92,200
Closed -$11.6M
LITE icon
6323
PUT
Lumentum
LITE
$77.7B
– –
-5,300
Closed -$278K
LMAT icon
6324
CALL
LeMaitre Vascular
LMAT
$1.87B
– –
-10,000
Closed -$568K
LODE icon
6325
Comstock
LODE
$267M
– –
-3,463
Closed -$19K
251 252
253
254 255

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Israel Englander's Q1 2024 Portfolio in Review

As of Q1 2024, Israel Englander held 6,887 positions worth $234B, up 1.3% from $231B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander withdrew a net $25.1B in Q1 2024, closing 745 positions and reducing 2,484 holdings. Its most notable exit was Splunk Inc, an estimated $319M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 8.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Israel Englander opened a new position in iShares Bitcoin Trust worth $844M.

  • Israel Englander's largest Q1 2024 buy was iShares Bitcoin Trust: 20,859,447 shares worth $844M.
  • Israel Englander added most to Merck in Q1 2024, an estimated $496M increase.
  • Israel Englander's biggest Q1 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.33B.
  • Israel Englander fully exited Splunk Inc in Q1 2024, selling an estimated $319M.
  • Israel Englander's ten largest holdings make up 17% of its $234B portfolio in Q1 2024.
  • Israel Englander opened 858 new positions and closed 745 in Q1 2024.
  • Israel Englander's portfolio value rose 1.3% quarter-over-quarter to $234B.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.