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 |
iShares Core S&P 500 ETF
IVV
|
+$1.59B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.04B |
| 3 |
Microsoft
MSFT
|
+$794M |
| 4 |
Home Depot
HD
|
+$512M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$357M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$491M |
| 2 |
Linde
LIN
|
+$373M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$298M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$290M |
| 5 |
Salesforce
CRM
|
+$249M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.38% |
| 2 | Healthcare | 7.46% |
| 3 | Consumer Discretionary | 5.14% |
| 4 | Industrials | 5.11% |
| 5 | Financials | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1951
MasterCraft Boat Holdings
MCFT
$590M
| $10.3M | 0.01% |
335,866
+40,899
| +14% | +$1.18M |
|
1952
Commercial Vehicle Group
CVGI
$123M
| $10.3M | 0.01% |
925,179
+413,517
| +81% | +$3.75M |
|
1953
J&J Snack Foods
JJSF
$1.66B
| $10.3M | 0.01% |
64,756
+48,884
| +308% | +$7.59M |
|
1954
Victory Capital Holdings
VCTR
$7.49B
| $10.2M | 0.01% |
324,862
-81,821
| -20% | -$2.53M |
|
1955
Acadia Realty Trust
AKR
$2.9B
| $10.2M | 0.01% |
711,045
+649,356
| +1,053% | +$8.76M |
|
1956
Urban Edge Properties
UE
$2.73B
| $10.2M | 0.01% |
662,956
+379,188
| +134% | +$5.46M |
|
|
ESTE
1957
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $10.2M | 0.01% |
713,295
-1,976,758
| -73% | -$26.4M |
|
1958
IQVIA
IQV
$43B
| $10.2M | 0.01% |
45,330
-204,891
| -82% | -$41.1M |
|
1959
CALL
MaxLinear
MXL
$5.79B
| $10.2M | 0.01% |
+322,500
| New | +$9.32M |
|
1960
Weis Markets
WMK
$1.77B
| $10.2M | 0.01% |
158,477
+145,716
| +1,142% | +$10.6M |
|
|
SPNS
1961
DELISTED
Sapiens International
SPNS
| $10.2M | 0.01% |
382,461
+246,811
| +182% | +$5.82M |
|
1962
The Mosaic Company
MOS
$7.75B
| $10.2M | 0.01% |
290,609
+149,776
| +106% | +$5.79M |
|
|
AMK
1963
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $10.2M | 0.01% |
342,735
+31,735
| +10% | +$932K |
|
|
PLYA
1964
DELISTED
Playa Hotels & Resorts
PLYA
| $10.2M | 0.01% |
1,248,293
-1,751,688
| -58% | -$15.9M |
|
1965
Rogers Corp
ROG
$2.24B
| $10.2M | 0.01% |
62,688
+47,715
| +319% | +$7.57M |
|
1966
B&G Foods
BGS
$284M
| $10.2M | 0.01% |
+729,238
| New | +$10.5M |
|
1967
Rayonier Advanced Materials
RYAM
$577M
| $10.1M | 0.01% |
2,366,074
+906,617
| +62% | +$4.29M |
|
1968
CALL
O'Reilly Automotive
ORLY
$73.2B
| $10.1M | 0.01% |
+159,000
| New | +$9.71M |
|
1969
ACM Research
ACMR
$5.5B
| $10.1M | 0.01% |
772,589
-562,640
| -42% | -$5.93M |
|
|
ELME
1970
Elme Communities
ELME
$150M
| $10.1M | 0.01% |
614,005
+511,642
| +500% | +$8.45M |
|
1971
Terex
TEX
$7.46B
| $10.1M | 0.01% |
168,540
-43,796
| -21% | -$2.17M |
|
|
LBAI
1972
DELISTED
Lakeland Bancorp Inc
LBAI
| $10.1M | 0.01% |
753,053
+276,060
| +58% | +$3.85M |
|
1973
Arvinas
ARVN
$613M
| $10.1M | 0.01% |
406,157
+162,275
| +67% | +$4.17M |
|
|
VRE
1974
DELISTED
Veris Residential
VRE
| $10.1M | 0.01% |
626,787
+163,532
| +35% | +$2.64M |
|
|
NAPA
1975
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $10.1M | 0.01% |
775,564
+136,931
| +21% | +$1.94M |
|
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Israel Englander's Q2 2023 Portfolio in Review
As of Q2 2023, Israel Englander held 7,181 positions worth $203B, up 16% from $174B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Israel Englander deployed $14B of net new capital in Q2 2023, opening 870 new positions and adding to 2,213 existing holdings. Its largest new stake was ResMed: 632,015 shares worth $138M.
By sector, the portfolio is most concentrated in Technology at 8.4% of assets, down from 8.4% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Tesla, an estimated $491M trimmed.
- Israel Englander's largest Q2 2023 buy was ResMed: 632,015 shares worth $138M.
- Israel Englander added most to iShares Core S&P 500 ETF in Q2 2023, an estimated $1.59B increase.
- Israel Englander's biggest Q2 2023 reduction was Tesla, cutting an estimated $491M.
- Israel Englander fully exited Shaw Communications Inc. in Q2 2023, selling an estimated $237M.
- Israel Englander's ten largest holdings make up 26% of its $203B portfolio in Q2 2023.
- Israel Englander opened 870 new positions and closed 1,192 in Q2 2023.
- Israel Englander's portfolio value rose 16% quarter-over-quarter to $203B.
Based on Millennium Management's 13F filing for Q2 2023, filed 14 Aug 2023.