AlphaYou
Millburn Ridgefield LLC
Return history
Last 4 years copying the filings
$100,000 would be $179,809
The same $100,000 in SPY would be $214,376.
Total return
+79.8%
Annualized (4Y CAGR)
+15.8%
vs SPY
−5.2 pts/yr
Moves a year
500
Avg hold
17.7 months
Across 17 filings, buying each one the day it became public. Best quarter +15.6%, worst -9.2%.
All time
+165% since Feb 2017
Fund size $5B today
Sep 2022 to Sep 2026, at least 98% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
Added to IJH and trimmed IWB in Q2 2026.
$5.3B in this filing39 positions
Holdings as of Jun 30, 2026. Filed Jul 21, 2026.
- 1
IJHiShares TR12.77%
$674.4M - 8.7M shares+5.6% - 2
IWBiShares TR12.70%
$670.7M - 1.6M shares-0.2% - 3
IWMiShares TR8.48%
$448.1M - 1.5M shares-7.0%
What is missing
Top 10 concentration: 74%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.