Israel Englander Software—Infrastructure

Millennium Management LLC

$213 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$3.78T	$1.78 Billion 0.84% of portfolio	3,432,856	Q3 2025 Added 48.58%
CYBR Cyber Ark Software Ltd.	$19.9B	$476 Million 0.22% of portfolio	984,702	Q3 2025 Added 273.4%
ADBE Adobe Inc.	$151B	$160 Million 0.08% of portfolio	454,871	Q3 2025 Reduced 21.76%
MDB Mongo Db, Inc.	$24.2B	$128 Million 0.06% of portfolio	412,656	Q3 2025 Reduced 27.7%
SNPS Synopsys Inc	$59.7B	$118 Million 0.06% of portfolio	238,619	Q3 2025 Reduced 22.12%
VRSN Verisign Inc	$26.8B	$102 Million 0.05% of portfolio	365,210	Q3 2025 Added 174.71%
GDDY Go Daddy Inc.	$20.3B	$94.3 Million 0.04% of portfolio	689,503	Q3 2025 Added 34.98%
AKAM Akamai Technologies Inc	$14.4B	$93.9 Million 0.04% of portfolio	1,033,953	Q3 2025 Added 133.0%
WIX Wix.Com Ltd.	$7.2B	$87.2 Million 0.04% of portfolio	490,993	Q3 2025 Added 645.31%

TOST Toast, Inc.	$11.6B	$79.9 Million 0.04% of portfolio	2,188,778	Q3 2025 Added 8.54%
PLTR Palantir Technologies Inc.	$342B	$78.8 Million 0.04% of portfolio	432,091	Q3 2025 Reduced 91.37%
CFLT Confluent, Inc.	$3.29B	$78.7 Million 0.04% of portfolio	3,977,226	Q3 2025 Added 351.96%
ACIW Aci Worldwide, Inc.	$5.36B	$75.5 Million 0.04% of portfolio	1,430,404	Q3 2025 Added 879.83%
VRNS Varonis Systems Inc	$3.7B	$72.9 Million 0.03% of portfolio	1,268,960	Q3 2025 Reduced 35.98%
IOT Samsara Inc.	$4.19B	$67.6 Million 0.03% of portfolio	1,814,345	Q3 2025 Reduced 17.59%
STNE Stone Co Ltd.	$4.71B	$56.5 Million 0.03% of portfolio	2,989,751	Q3 2025 Added 1,165.29%
HOOD Robinhood Markets, Inc.	$102B	$50.4 Million 0.02% of portfolio	352,284	Q3 2025 Reduced 88.44%
S Sentinel One, Inc.	$3.45B	$47.8 Million 0.02% of portfolio	2,714,094	Q3 2025 Added 31.61%

TENB Tenable Holdings, Inc.	$3.03B	$46.6 Million 0.02% of portfolio	1,598,831	Q3 2025 Reduced 6.95%
NTNX Nutanix, Inc.	$15.2B	$44.8 Million 0.02% of portfolio	601,982	Q3 2025 Reduced 45.66%
ORCL Oracle Corp	$593B	$42.8 Million 0.02% of portfolio	152,204	Q3 2025 Reduced 92.3%
PAYO Payoneer Global Inc.	$1.92B	$41.7 Million 0.02% of portfolio	6,898,105	Q3 2025 Reduced 29.64%
FTNT Fortinet, Inc.	$64.9B	$41.5 Million 0.02% of portfolio	493,918	Q3 2025 Added 813.06%
FFIV F5, Inc.	$14B	$40.3 Million 0.02% of portfolio	124,609	Q3 2025 Reduced 42.69%
DBX Dropbox, Inc.	$8.69B	$39.3 Million 0.02% of portfolio	1,299,489	Q3 2025 Added 49.07%
PATH Ui Path, Inc.	$6.55B	$38 Million 0.02% of portfolio	2,840,003	Q3 2025 Added 73.95%
AVDX Avid Xchange Holdings, Inc.	$1.98B	$30.1 Million 0.01% of portfolio	3,029,802	Q3 2025 Added 31.87%
FOUR Shift4 Payments, Inc.	$3.57B	$29.8 Million 0.01% of portfolio	385,613	Q3 2025 Added 1,183.37%
CCCS Ccc Intelligent Solutions Holdings Inc.	$4.64B	$26.7 Million 0.01% of portfolio	2,927,368	Q3 2025 Added 760.75%
EEFT Euronet Worldwide, Inc.	$3.5B	$25.7 Million 0.01% of portfolio	293,081	Q3 2025 Reduced 29.52%
DOX Amdocs LTD	$9.48B	$24.3 Million 0.01% of portfolio	295,800	Q3 2025 Added 1,500.65%
PAGS Pag Seguro Digital Ltd.	$3.1B	$24 Million 0.01% of portfolio	2,397,483	Q3 2025 Added 102.63%
EVTC Evertec, Inc.	$1.92B	$23.2 Million 0.01% of portfolio	686,281	Q3 2025 Added 731.57%
AFRM Affirm Holdings, Inc.	$16.2B	$22.7 Million 0.01% of portfolio	311,071	Q3 2025 Reduced 76.79%
AVPT Ave Point, Inc.	$2.41B	$20.9 Million 0.01% of portfolio	1,394,604	Q3 2025 Added 237.79%
NTCT Netscout Systems Inc	$1.96B	$19.3 Million 0.01% of portfolio	747,824	Q3 2025 Added 1,361.14%
DLO D Local LTD	$2.22B	$18.8 Million 0.01% of portfolio	1,319,610	Q3 2025 Added 52.24%
QLYS Qualys, Inc.	$5.51B	$16.9 Million 0.01% of portfolio	127,656	Q3 2025 Reduced 32.93%
ZS Zscaler, Inc.	$42.8B	$15.3 Million 0.01% of portfolio	51,075	Q3 2025 Reduced 73.87%
CLBT Cellebrite Di Ltd.	$3.5B	$13.7 Million 0.01% of portfolio	741,267	Q3 2025 Reduced 62.95%
APPN Appian Corp	$1.77B	$12.3 Million 0.01% of portfolio	402,958	Q3 2025 Added 475.93%
INFA Informatica Inc.	$5.92B	$11.1 Million 0.01% of portfolio	447,539	Q3 2025 Reduced 1.87%
PANW Palo Alto Networks Inc	$61.4B	$10.5 Million 0.0% of portfolio	51,578	Q3 2025 Reduced 73.55%
RPD Rapid7, Inc.	$824M	$9.03 Million 0.0% of portfolio	481,587	Q3 2025 Added 42.46%
CRWD Crowd Strike Holdings, Inc.	$115B	$8.89 Million 0.0% of portfolio	18,120	Q3 2025 New
BLZE Backblaze, Inc.	$65.5M	$8.08 Million 0.0% of portfolio	870,250	Q3 2025 Added 12.89%
RDWR Radware LTD	$1.04B	$7.82 Million 0.0% of portfolio	295,353	Q3 2025 Added 29.87%
ALLT Allot Ltd.	$331M	$7.78 Million 0.0% of portfolio	753,393	Q3 2025 Added 239.4%
SQ Block, Inc.	$30.3B	$7.71 Million 0.0% of portfolio	134,720	Q3 2025 Reduced 95.21%
NET Cloudflare, Inc.	$59.6B	$7.57 Million 0.0% of portfolio	35,267	Q3 2025 Added 25.78%

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Israel Englander

Israel Englander is the founder and CEO of Millennium Management, a successful investment firm that uses technology and data-driven approaches to investing. Englander is known for his expertise in quantitative investing and his innovative approach to investing. He has generated strong returns for his clients over the long term.

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