Ken Griffin
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Ken Griffin’s Carlyle Secured Lending CGBD Stock Holding History

Ken Griffin’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,300
Closed -$129K – 13100
2025
Q4 		$129K Sell
10,300
-12,800
-55% -$159K ﹤0.01% 11445
2025
Q3 		$289K Sell
23,100
-1,200
-5% -$16.5K ﹤0.01% 10468
2025
Q2 		$332K Buy
24,300
+10,800
+80% +$154K ﹤0.01% 9564
2025
Q1 		$218K Buy
13,500
+500
+4% +$8.83K ﹤0.01% 10283
2024
Q4 		$233K Buy
13,000
+2,200
+20% +$38K ﹤0.01% 10164
2024
Q3 		$183K Sell
10,800
-5,700
-35% -$98.4K ﹤0.01% 10282
2024
Q2 		$293K Buy
16,500
+1,400
+9% +$24.3K ﹤0.01% 9188
2024
Q1 		$246K Buy
15,100
+14,500
+2,417% +$227K ﹤0.01% 9901
2023
Q4 		$8.98K Buy
600
+300
+100% +$4.36K ﹤0.01% 13184
2023
Q3 		$4.35K Sell
300
-2,000
-87% -$29.9K ﹤0.01% 13493
2023
Q2 		$33.5K Sell
2,300
-6,900
-75% -$96K ﹤0.01% 12240
2023
Q1 		$125K Buy
9,200
+4,400
+92% +$64.8K ﹤0.01% 10933
2022
Q4 		$68.7K Buy
+4,800
New +$64.1K ﹤0.01% 11727
2022
Q3 		– Sell
-24,500
Closed -$311K – 12696
2022
Q2 		$311K Buy
+24,500
New +$344K ﹤0.01% 9727

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ken Griffin's CGBD Position: Q1 2026 in Review

Ken Griffin sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 69,959 shares — an estimated $826K sold.

Ken Griffin first reported a position in CGBD in Q2 2018 and held it in 27 quarters. The position peaked at $3.19M in Q2 2019. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Ken Griffin reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 69,959 Carlyle Secured Lending shares in Q1 2026, an estimated $826K.
  • Ken Griffin first reported a position in Carlyle Secured Lending in Q2 2018 and held it in 27 quarters.
  • Ken Griffin's Carlyle Secured Lending position peaked at $3.19M in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.