Updated
Updated · Bloomberg · Aug 3
Millennium Management Loses 2.1% in July as AI Stock Selloff Cuts 2026 Gain to 8.2%
Updated
Updated · Bloomberg · Aug 3

Millennium Management Loses 2.1% in July as AI Stock Selloff Cuts 2026 Gain to 8.2%

2 articles · Updated · Bloomberg · Aug 3

Summary

  • $92 billion Millennium Management lost 2.1% in July, with the drop driven by an AI-stock selloff that hit its equity portfolios.
  • That decline reduced Millennium's gain for 2026 to 8.2%, according to people familiar with the private performance figures.
  • $7.2 billion Quantedge moved the other way, gaining 7.8% in July and lifting its year-to-date return to 34.6%, underscoring how the AI trade whipsawed hedge funds.

Insights

Why did Millennium lose money in July while Quantedge surged as the AI trade unraveled?
Is the July AI selloff just a setback, or a warning that crowded semiconductor bets are breaking hedge fund portfolios?