Israel Englander Software—Infrastructure

Millennium Management LLC

$175 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$3.51T	$693 Million 0.4% of portfolio	1,846,619	Q1 2025 Reduced 28.6%
ADBE Adobe Inc.	$193B	$237 Million 0.14% of portfolio	618,183	Q1 2025 Added 38.5%
FTNT Fortinet, Inc.	$80.1B	$169 Million 0.1% of portfolio	1,756,226	Q1 2025 Reduced 3.4%
ORCL Oracle Corp	$479B	$126 Million 0.07% of portfolio	902,425	Q1 2025 Added 60.0%
PANW Palo Alto Networks Inc	$58.6B	$116 Million 0.07% of portfolio	677,927	Q1 2025 Added 2,224.06%
PLTR Palantir Technologies Inc.	$261B	$111 Million 0.06% of portfolio	1,312,758	Q1 2025 Added 302.32%
MDB Mongo Db, Inc.	$14.6B	$99.8 Million 0.06% of portfolio	568,949	Q1 2025 Added 19.01%
VRSN Verisign Inc	$29.5B	$84.8 Million 0.05% of portfolio	334,036	Q1 2025 Reduced 18.33%
WIX Wix.Com Ltd.	$8.85B	$73.2 Million 0.04% of portfolio	447,746	Q1 2025 Added 71.75%
NTNX Nutanix, Inc.	$17.4B	$70.6 Million 0.04% of portfolio	1,011,351	Q1 2025 Added 12.67%
WEX Wex Inc.	$6.2B	$64.8 Million 0.04% of portfolio	412,665	Q1 2025 Added 652.72%
CYBR Cyber Ark Software Ltd.	$16.2B	$64 Million 0.04% of portfolio	189,355	Q1 2025 Reduced 16.32%
SQ Block, Inc.	$30.3B	$56.2 Million 0.03% of portfolio	982,543	Q1 2025 Reduced 60.62%
PAYO Payoneer Global Inc.	$2.38B	$55.1 Million 0.03% of portfolio	7,537,691	Q1 2025 Added 15.55%
VRNS Varonis Systems Inc	$5.57B	$43.1 Million 0.02% of portfolio	1,064,336	Q1 2025 Reduced 25.2%
AFRM Affirm Holdings, Inc.	$14.1B	$42.8 Million 0.02% of portfolio	948,170	Q1 2025 Reduced 9.28%
SNPS Synopsys Inc	$77.1B	$40.5 Million 0.02% of portfolio	94,467	Q1 2025 Reduced 79.64%
TENB Tenable Holdings, Inc.	$3.66B	$40.1 Million 0.02% of portfolio	1,145,520	Q1 2025 Added 11.56%
TOST Toast, Inc.	$14B	$38.6 Million 0.02% of portfolio	1,163,272	Q1 2025 Reduced 24.29%
NET Cloudflare, Inc.	$50.8B	$37.9 Million 0.02% of portfolio	335,942	Q1 2025 Added 186.12%
S Sentinel One, Inc.	$3.72B	$33.9 Million 0.02% of portfolio	1,865,124	Q1 2025 Reduced 13.88%
AVPT Ave Point, Inc.	$3.51B	$29.7 Million 0.02% of portfolio	2,058,092	Q1 2025 Added 104.26%
AKAM Akamai Technologies Inc	$14.4B	$28.8 Million 0.02% of portfolio	316,574	Q1 2025 Added 93.23%
CFLT Confluent, Inc.	$3.4B	$28.5 Million 0.02% of portfolio	1,215,189	Q1 2025 Added 469.2%
ZS Zscaler, Inc.	$42.6B	$23.9 Million 0.01% of portfolio	120,646	Q1 2025 Reduced 59.1%
IOT Samsara Inc.	$4.95B	$23.5 Million 0.01% of portfolio	612,859	Q1 2025 Added 448.95%
HOOD Robinhood Markets, Inc.	$60.6B	$22.6 Million 0.01% of portfolio	544,013	Q1 2025 Reduced 75.75%
FOUR Shift4 Payments, Inc.	$4.88B	$21.8 Million 0.01% of portfolio	266,473	Q1 2025 Added 121.54%
FIVN Five9, Inc.	$2.05B	$21.3 Million 0.01% of portfolio	782,904	Q1 2025 Added 4,335.72%
CHKP Check Point Software Technologies LTD	$28.8B	$20.3 Million 0.01% of portfolio	88,962	Q1 2025 Added 4,911.94%
CCCS Ccc Intelligent Solutions Holdings Inc.	$5.6B	$19.2 Million 0.01% of portfolio	2,128,246	Q1 2025 Reduced 6.63%
VRNT Verint Systems Inc	$2.13B	$16.8 Million 0.01% of portfolio	515,454	Q1 2025 Reduced 0.19%
FFIV F5, Inc.	$17.6B	$16.7 Million 0.01% of portfolio	62,906	Q1 2025 Added 77.2%
EEFT Euronet Worldwide, Inc.	$5.51B	$15.6 Million 0.01% of portfolio	146,386	Q1 2025 Reduced 51.68%
RPAY Repay Holdings Corp	$470M	$12.1 Million 0.01% of portfolio	2,166,100	Q1 2025 Added 24.65%
PAGS Pag Seguro Digital Ltd.	$2.8B	$11.8 Million 0.01% of portfolio	1,549,735	Q1 2025 Reduced 75.29%
DBX Dropbox, Inc.	$8.28B	$11.4 Million 0.01% of portfolio	427,856	Q1 2025 Reduced 17.8%
MQ Marqeta, Inc.	$2.41B	$10.3 Million 0.01% of portfolio	2,506,868	Q1 2025 Reduced 30.76%
CLBT Cellebrite Di Ltd.	$3.19B	$10.2 Million 0.01% of portfolio	524,470	Q1 2025 Reduced 55.65%
STNE Stone Co Ltd.	$3.72B	$9.92 Million 0.01% of portfolio	946,314	Q1 2025 New
PATH Ui Path, Inc.	$6.18B	$8.79 Million 0.01% of portfolio	853,156	Q1 2025 Reduced 73.28%
APPN Appian Corp	$1.31B	$8.72 Million 0.0% of portfolio	302,720	Q1 2025 Added 18.85%
ACIW Aci Worldwide, Inc.	$5.45B	$8.63 Million 0.0% of portfolio	157,816	Q1 2025 Added 160.38%
RDWR Radware LTD	$1.08B	$8.19 Million 0.0% of portfolio	379,004	Q1 2025 Reduced 38.25%
OKTA Okta, Inc.	$15.3B	$7.3 Million 0.0% of portfolio	69,344	Q1 2025 Reduced 94.36%
CGNT Cognyte Software Ltd.	$756M	$7.19 Million 0.0% of portfolio	921,853	Q1 2025 Added 101.92%
RELY Remitly Global, Inc.	$3.51B	$7.14 Million 0.0% of portfolio	343,352	Q1 2025 Added 57.1%
SWI Solar Winds Corp	$2.98B	$6.48 Million 0.0% of portfolio	351,826	Q1 2025 Added 252.97%
DOX Amdocs LTD	$11.4B	$6.13 Million 0.0% of portfolio	67,047	Q1 2025 Added 458.31%
DLO D Local LTD	$1.67B	$4.69 Million 0.0% of portfolio	562,939	Q1 2025 Reduced 15.93%

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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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