Israel Englander Millennium Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DRE
Duke Realty Corp.
DRE
|
+$886M |
| 2 |
Chevron
CVX
|
+$595M |
| 3 |
Union Pacific
UNP
|
+$360M |
| 4 |
Baxter International
BAX
|
+$276M |
| 5 |
Xcel Energy
XEL
|
+$252M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$520M |
| 2 |
NXP Semiconductors
NXPI
|
+$248M |
| 3 |
Oracle
ORCL
|
+$242M |
| 4 |
Amgen
AMGN
|
+$197M |
| 5 |
Eli Lilly
LLY
|
+$186M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 8.19% |
| 2 | Technology | 7.88% |
| 3 | Healthcare | 6.85% |
| 4 | Industrials | 5.04% |
| 5 | Consumer Discretionary | 4.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1801
SoFi Technologies
SOFI
$24.3B
| $12.9M | 0.01% |
2,648,127
+2,632,787
| +17,163% | +$16.7M |
|
1802
TripAdvisor
TRIP
$1.18B
| $12.9M | 0.01% |
584,445
+423,125
| +262% | +$9.48M |
|
|
GXII
1803
DELISTED
GX Acquisition Corp. II Class A Common Stock
GXII
| $12.9M | 0.01% |
1,315,392
-15,912
| -1% | -$156K |
|
1804
CALL
Caterpillar
CAT
$378B
| $12.9M | 0.01% |
78,600
-53,400
| -40% | -$9.75M |
|
1805
STAAR Surgical
STAA
$1.14B
| $12.9M | 0.01% |
182,802
+128,407
| +236% | +$11M |
|
|
LVRA
1806
DELISTED
Levere Holdings Corp. Class A Ordinary Shares
LVRA
| $12.9M | 0.01% |
1,302,169
+189,115
| +17% | +$1.86M |
|
1807
PUT
Zscaler
ZS
$27.1B
| $12.9M | 0.01% |
78,400
-900
| -1% | -$147K |
|
1808
Goosehead Insurance
GSHD
$2.54B
| $12.9M | 0.01% |
361,504
+235,002
| +186% | +$12.2M |
|
|
AMWD
1809
DELISTED
American Woodmark
AMWD
| $12.9M | 0.01% |
293,680
+274,669
| +1,445% | +$13.4M |
|
1810
Sonoco
SON
$5.71B
| $12.9M | 0.01% |
227,022
-514,270
| -69% | -$31.6M |
|
1811
Verisk Analytics
VRSK
$24.4B
| $12.9M | 0.01% |
75,413
-148,340
| -66% | -$27.7M |
|
|
RRAC
1812
DELISTED
Rigel Resource Acquisition Corp.
RRAC
| $12.8M | 0.01% |
1,271,484
+378,964
| +42% | +$3.8M |
|
1813
CALL
Agilent Technologies
A
$43.1B
| $12.8M | 0.01% |
105,300
+31,900
| +43% | +$4.1M |
|
|
STRE
1814
DELISTED
Supernova Partners Acquisition Company III, Ltd.
STRE
| $12.8M | 0.01% |
1,291,932
+585,173
| +83% | +$5.76M |
|
1815
Tecnoglass Holdings
TGLS
$1.8B
| $12.8M | 0.01% |
609,215
+185,867
| +44% | +$4.05M |
|
|
JUGG
1816
DELISTED
Jaws Juggernaut Acquisition Corporation Class A Ordinary Share
JUGG
| $12.8M | 0.01% |
1,300,652
+312,661
| +32% | +$3.06M |
|
|
CSR
1817
Centerspace
CSR
$897M
| $12.8M | 0.01% |
189,449
+151,564
| +400% | +$12M |
|
|
LSXMK
1818
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $12.7M | 0.01% |
436,243
-55,158
| -11% | -$1.72M |
|
1819
CALL
VICI Properties
VICI
$28.8B
| $12.7M | 0.01% |
+426,200
| New | +$14.1M |
|
1820
Remitly
RELY
$5.53B
| $12.7M | 0.01% |
+1,143,962
| New | +$11.9M |
|
1821
IQVIA
IQV
$43B
| $12.7M | 0.01% |
70,192
-630,499
| -90% | -$138M |
|
|
BLTS
1822
DELISTED
Bright Lights Acquisition Corp. Class A Common Stock
BLTS
| $12.7M | 0.01% |
1,281,667
+176,020
| +16% | +$1.74M |
|
|
LGVC
1823
DELISTED
LAMF Global Ventures Corp. I Class A Ordinary Shares
LGVC
| $12.7M | 0.01% |
1,257,488
+708,985
| +129% | +$7.1M |
|
1824
RLJ Lodging Trust
RLJ
$1.75B
| $12.7M | 0.01% |
1,253,185
+398,832
| +47% | +$4.78M |
|
|
COLI
1825
DELISTED
Colicity Inc. Class A Common Stock
COLI
| $12.7M | 0.01% |
1,289,602
+337,419
| +35% | +$3.32M |
|
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Israel Englander's Q3 2022 Portfolio in Review
As of Q3 2022, Israel Englander held 7,917 positions worth $169B, up 4.9% from $161B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Israel Englander deployed $14.7B of net new capital in Q3 2022, opening 1,005 new positions and adding to 2,598 existing holdings. Its largest new stake was Rockwell Automation: 953,525 shares worth $205M.
By sector, the portfolio is most concentrated in Financials at 8.2% of assets, up from 7.7% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $520M trimmed.
- Israel Englander's largest Q3 2022 buy was Rockwell Automation: 953,525 shares worth $205M.
- Israel Englander added most to Duke Realty Corp. in Q3 2022, an estimated $886M increase.
- Israel Englander's biggest Q3 2022 reduction was Invesco QQQ Trust, cutting an estimated $520M.
- Israel Englander fully exited Coherent Inc in Q3 2022, selling an estimated $114M.
- Israel Englander's ten largest holdings make up 23% of its $169B portfolio in Q3 2022.
- Israel Englander opened 1,005 new positions and closed 906 in Q3 2022.
- Israel Englander's portfolio value rose 4.9% quarter-over-quarter to $169B.
Based on Millennium Management's 13F filing for Q3 2022, filed 14 Nov 2022.