Millennium Management

Israel Englander

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

3,603

Market Value

$127.0B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Israel Englander’s Millennium Management stands as one of the most formidable and sophisticated entities in the global hedge fund landscape. As of the portfolio snapshot on March 31, 2026, the institution manages a staggering reported equity value of approximately $126.98 billion. This immense scale places Millennium in an elite tier of institutional...

Millennium is famously a multi-strategy hedge fund, utilizing a "pod" structure where hundreds of independent investment teams operate with specialized focuses. This structure is reflected in the sheer breadth of its holdings. With 3,603 individual stocks currently in the portfolio, Millennium exhibits a level of diversification that is rare even among the...

The institutional portrait of Millennium is one of a "diversified powerhouse." Unlike concentrated funds that might hold 20 or 30 high-conviction names, Millennium’s approach is more akin to a sophisticated ecosystem. The portfolio's concentration is remarkably low; even its largest holding, the iShares Core S&P 500 ETF, accounts for only 3.53% of the total...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
ETF-IVV3.5%4.2%2.1%1.9%
NVDA0.8%1.2%1.5%0.6%
ETF-SPLG0.7%---
NSC0.6%0.5%--
WBD0.5%---
AAPL0.5%0.6%0.8%-
META0.5%-0.4%-
MSFT0.4%0.5%0.8%0.6%
EA0.4%---
TSM0.3%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

ETF-IVV+13.45%
SNDK+196.14%
MU+194.78%
NVDA+17.47%
MRVL+183.54%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

WIX-38.58%
ZTS-37.11%
FE-7.88%
LNG-15.37%
HUBS-26.67%

Sector Analysis

Energy6.0%
Others4.7%
Materials5.6%
Utilities4.2%
Financials14.9%
Healthcare12.5%
Technology19.4%
Industrials13.1%