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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
+9.93%
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
$181B
AUM Growth
+$11.6B
Cap. Flow
+$3.38B
Cap. Flow %
1.87%
Top 10 Hldgs %
19.95%
Holding
7,859
New
848
Increased
2,516
Reduced
2,491
Closed
1,332

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$917M
2
CRM icon
Salesforce
CRM
+$378M
3
BA icon
Boeing
BA
+$297M
4
DXCM icon
DexCom
DXCM
+$292M
5
AMZN icon
Amazon
AMZN
+$267M

Top Sells

Rank Stock Value
1
DRE
Duke Realty Corp.
DRE
+$779M
2
CVX icon
Chevron
CVX
+$569M
3
HD icon
Home Depot
HD
+$292M
4
PEP icon
PepsiCo
PEP
+$259M
5
CB icon
Chubb
CB
+$248M

Sector Composition

Rank Sector Weight
1 Technology 8.23%
2 Healthcare 7.53%
3 Financials 7.5%
4 Industrials 5.83%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
2026
iShares Semiconductor ETF
SOXX
$42B
$10.8M 0.01%
93,087
-10,542
-10% -$1.22M
MBSC
2027
DELISTED
M3-Brigade Acquisition III Corp.
MBSC
$10.8M 0.01%
1,063,044
– –
CUBI icon
2028
Customers Bancorp
CUBI
$2.65B
$10.8M 0.01%
380,320
+334,057
+722% +$10.4M
TITN icon
2029
Titan Machinery
TITN
$438M
$10.8M 0.01%
270,632
+152,849
+130% +$5.43M
OLLI icon
2030
CALL
Ollie's Bargain Outlet
OLLI
$4.49B
$10.8M 0.01%
+229,500
New +$12.4M
MBI icon
2031
MBIA
MBI
$256M
$10.7M 0.01%
832,872
+563,298
+209% +$6.44M
TBCP
2032
DELISTED
Thunder Bridge Capital Partners III Inc. Class A Common Stock
TBCP
$10.7M 0.01%
1,058,235
-542,805
-34% -$5.4M
ACRO
2033
DELISTED
Acropolis Infrastructure Acquisition Corp
ACRO
$10.7M 0.01%
1,072,176
– –
HHLA
2034
DELISTED
HH&L Acquisition Co.
HHLA
$10.7M 0.01%
1,054,875
-904,296
-46% -$9.06M
TWOA
2035
DELISTED
two
TWOA
$10.7M 0.01%
1,059,001
-200
-0% -$2K
ASML icon
2036
PUT
ASML
ASML
$671B
$10.7M 0.01%
19,500
– –
OII icon
2037
Oceaneering
OII
$4.94B
$10.7M 0.01%
608,930
+139,773
+30% +$1.86M
SVIIR
2038
CALL
DELISTED
Spring Valley Acquisition Corp II Rights
SVIIR
$10.6M 0.01%
+1,050,000
New +$170K
LKQ icon
2039
LKQ Corp
LKQ
$6.51B
$10.6M 0.01%
+198,956
New +$10.5M
PDD icon
2040
Pinduoduo
PDD
$123B
$10.6M 0.01%
130,218
-267,754
-67% -$18.6M
OIS icon
2041
Oil States International
OIS
$500M
$10.6M 0.01%
1,421,821
+675,749
+91% +$4.18M
DOW icon
2042
Dow Inc
DOW
$21.9B
$10.6M 0.01%
209,912
-2,583,437
-92% -$126M
TGAA
2043
DELISTED
Target Global Acquisition I Corp. Class A Ordinary Share
TGAA
$10.6M 0.01%
1,031,503
– –
CYH icon
2044
Community Health Systems
CYH
$412M
$10.6M 0.01%
2,444,749
+2,412,494
+7,479% +$7.42M
CRNX icon
2045
Crinetics Pharmaceuticals
CRNX
$9B
$10.5M 0.01%
575,488
+253,736
+79% +$4.47M
VMEO
2046
DELISTED
Vimeo
VMEO
$10.5M 0.01%
3,065,362
+952,301
+45% +$3.68M
POST icon
2047
CALL
Post Holdings
POST
$3.72B
$10.5M 0.01%
+116,400
New +$10.4M
PRPC
2048
DELISTED
CC Neuberger Principal Holdings III
PRPC
$10.5M 0.01%
1,039,555
– –
HAL icon
2049
CALL
Halliburton
HAL
$28.7B
$10.5M 0.01%
266,400
-196,700
-42% -$6.96M
DNAB
2050
DELISTED
Social Capital Suvretta Holdings Corp. II Class A Ordinary Shares
DNAB
$10.5M 0.01%
1,041,406
-1
-0% -$10
80 81
82
83 84

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Israel Englander's Q4 2022 Portfolio in Review

As of Q4 2022, Israel Englander held 7,859 positions worth $181B, up 6.9% from $169B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Israel Englander's Q4 2022 filing shows 848 new, 2,516 increased, 2,491 reduced and 1,332 closed positions. Its largest new stake was Keurig Dr Pepper: 4,680,704 shares worth $167M. The largest sale was Duke Realty Corp., an estimated $779M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, up from 7.9% a quarter earlier, followed by Healthcare and Financials.

  • Israel Englander's largest Q4 2022 buy was Keurig Dr Pepper: 4,680,704 shares worth $167M.
  • Israel Englander added most to Invesco QQQ Trust in Q4 2022, an estimated $917M increase.
  • Israel Englander's biggest Q4 2022 reduction was Chevron, cutting an estimated $569M.
  • Israel Englander fully exited Duke Realty Corp. in Q4 2022, selling an estimated $779M.
  • Israel Englander's ten largest holdings make up 20% of its $181B portfolio in Q4 2022.
  • Israel Englander opened 848 new positions and closed 1,332 in Q4 2022.
  • Israel Englander's portfolio value rose 6.9% quarter-over-quarter to $181B.

Based on Millennium Management's 13F filing for Q4 2022, filed 14 Feb 2023.