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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
ZEO
6426
Zeo Energy
ZEO
$15.5M
– –
-11,275
Closed -$24.7K
RDDT icon
6427
CALL
Reddit
RDDT
$29.5B
– –
-5,000
Closed -$319K
CPAY icon
6428
CALL
Corpay
CPAY
$27.4B
– –
-2,800
Closed -$746K
CPAY icon
6429
PUT
Corpay
CPAY
$27.4B
– –
-2,800
Closed -$746K
BOLD
6430
Boundless Bio
BOLD
$68.2M
– –
-234,663
Closed -$908K
ZONE
6431
CleanCore Solutions
ZONE
$35.5M
– –
-29,196
Closed -$67.2K
NNE
6432
Nano Nuclear Energy
NNE
$1.01B
– –
-25,124
Closed -$589K
BWIN
6433
Baldwin Insurance Group
BWIN
$3.09B
– –
-79,212
Closed -$2.81M
LSBPW
6434
CALL
DELISTED
LakeShore Biopharma Warrants
LSBPW
– –
-1,111,673
Closed -$97.8K
RAPP
6435
Rapport Therapeutics
RAPP
$2.31B
– –
-116,782
Closed -$2.72M
ALMS
6436
Alumis Inc
ALMS
$3.13B
– –
-253,820
Closed -$3.38M
BVC
6437
BitVentures Limited Ordinary Shares
BVC
$2.5B
– –
-11,116
Closed -$4.19K
UFOX
6438
Defiance Space and Connective Tech ETF
UFOX
$870M
– –
-4,857
Closed -$203K
EXE
6439
CALL
Expand Energy Corp
EXE
$22.2B
– –
-4,400
Closed -$362K
ILLR
6440
Triller Group Inc
ILLR
$18.6M
– –
-744
Closed -$47K
XIFR
6441
CALL
XPLR Infrastructure LP
XIFR
$1.05B
– –
-8,400
Closed -$232K
XIFR
6442
PUT
XPLR Infrastructure LP
XIFR
$1.05B
– –
-10,600
Closed -$293K
FFAI
6443
Faraday Future Intelligent Electric
FFAI
$12.3M
– –
-37
Closed -$113K
NAGE
6444
Niagen Bioscience
NAGE
$254M
– –
-192,341
Closed -$525K
EQC
6445
DELISTED
Equity Commonwealth
EQC
– –
-21,018
Closed -$408K
FNA
6446
DELISTED
Paragon 28, Inc.
FNA
– –
-725,489
Closed -$4.96M
PDCO
6447
PUT
DELISTED
Patterson Companies, Inc.
PDCO
– –
-80,000
Closed -$1.93M
PYCR
6448
CALL
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
– –
-106,400
Closed -$1.35M
PTVE
6449
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
– –
-240,939
Closed -$2.73M
SASR
6450
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-20,606
Closed -$502K
256 257
258
259 260

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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.