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Ken Griffin

Ken Griffin Citadel Advisors

AUM $875B
1-Year Est. Return 40.91%
 

Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.

This Fund
S&P 500
This Quarter Est. Return
+7.66%
1 Year Est. Return
+40.91%
3 Year Est. Return
+115.85%
5 Year Est. Return
+132.1%
10 Year Est. Return
+518.81%
AUM
$455B
AUM Growth
+$26.6B
Cap. Flow
-$26.7B
Cap. Flow %
-5.87%
Top 10 Hldgs %
33.25%
Holding
16,292
New
1,466
Increased
6,223
Reduced
6,687
Closed
1,652

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$645M
2
TMUS icon
T-Mobile US
TMUS
+$640M
3
T icon
AT&T
T
+$517M
4
HUM icon
Humana
HUM
+$481M
5
BSX icon
Boston Scientific
BSX
+$400M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.24B
2
AAPL icon
Apple
AAPL
+$755M
3
META icon
Meta Platforms (Facebook)
META
+$707M
4
CAT icon
Caterpillar
CAT
+$472M
5
AMD icon
Advanced Micro Devices
AMD
+$449M

Sector Composition

Rank Sector Weight
1 Healthcare 3.33%
2 Technology 3.2%
3 Financials 2.22%
4 Industrials 2.17%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMSF icon
7076
AMERISAFE
AMSF
$492M
$845K ﹤0.01%
17,271
-42,410
-71% -$2.22M
BUR icon
7077
CALL
Burford Capital
BUR
$909M
$845K ﹤0.01%
76,400
+30,300
+66% +$251K
SPHB icon
7078
Invesco S&P 500 High Beta ETF
SPHB
$929M
$845K ﹤0.01%
12,078
-73,239
-86% -$5.12M
SCPH
7079
DELISTED
scPharmaceuticals
SCPH
$845K ﹤0.01%
93,122
-55,586
-37% -$407K
FWONA icon
7080
CALL
Liberty Media Series A
FWONA
$23.4B
$844K ﹤0.01%
13,056
+3,656
+39% +$220K
TMF icon
7081
CALL
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.09B
$844K ﹤0.01%
9,500
+880
+10% +$76.3K
KYNB
7082
PUT
Kyntra Bio
KYNB
$28.4M
$843K ﹤0.01%
1,808
-316
-15% -$167K
PBI icon
7083
Pitney Bowes
PBI
$2.22B
$843K ﹤0.01%
216,787
+174,691
+415% +$734K
FN icon
7084
PUT
Fabrinet
FN
$17.3B
$843K ﹤0.01%
7,100
+3,000
+73% +$373K
XEL icon
7085
PUT
Xcel Energy
XEL
$49.5B
$843K ﹤0.01%
12,500
-15,500
-55% -$1.05M
EZU icon
7086
PUT
iShare MSCI Eurozone ETF
EZU
$9.9B
$843K ﹤0.01%
18,700
-26,200
-58% -$1.14M
RSPF icon
7087
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$309M
$842K ﹤0.01%
+16,689
New +$952K
TGB
7088
Trekor Metals
TGB
$3.06B
$842K ﹤0.01%
506,983
+223,327
+79% +$370K
SUB icon
7089
iShares Short-Term National Muni Bond ETF
SUB
$11.5B
$841K ﹤0.01%
+8,034
New +$839K
EPHE icon
7090
iShares MSCI Philippines ETF
EPHE
$151M
$841K ﹤0.01%
31,183
+23,315
+296% +$644K
CERE
7091
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
$840K ﹤0.01%
34,433
+30,233
+720% +$887K
AVSC icon
7092
Avantis US Small Cap Equity ETF
AVSC
$3.14B
$840K ﹤0.01%
+19,039
New +$872K
NAVI icon
7093
CALL
Navient
NAVI
$844M
$839K ﹤0.01%
52,500
-48,900
-48% -$853K
XBOC icon
7094
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$65.9M
$839K ﹤0.01%
34,142
-2,933
-8% -$70.6K
SAGE
7095
PUT
DELISTED
Sage Therapeutics
SAGE
$839K ﹤0.01%
20,000
-16,400
-45% -$705K
TMFG icon
7096
Motley Fool Global Opportunities ETF
TMFG
$354M
$839K ﹤0.01%
+32,707
New +$815K
GOEV
7097
PUT
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$838K ﹤0.01%
2,792
+330
+13% +$140K
PFFD icon
7098
CALL
Global X US Preferred ETF
PFFD
$2.14B
$838K ﹤0.01%
42,200
+27,800
+193% +$572K
YELL
7099
DELISTED
Yellow Corporation Common Stock
YELL
$838K ﹤0.01%
412,680
+25,241
+7% +$67.3K
RSPN icon
7100
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$838K ﹤0.01%
+22,320
New +$835K
282 283
284
285 286

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Ken Griffin's Q1 2023 Portfolio in Review

As of Q1 2023, Ken Griffin held 16,292 positions worth $455B, up 6.2% from $428B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Ken Griffin withdrew a net $26.7B in Q1 2023, closing 1,652 positions and reducing 6,687 holdings. Its most notable exit was Restaurant Brands International, an estimated $93.3M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 3.3% of assets, up from 2.9% a quarter earlier, followed by Technology and Financials.

Against the trend, Ken Griffin opened a new position in Keurig Dr Pepper worth $238M.

  • Ken Griffin's largest Q1 2023 buy was Keurig Dr Pepper: 6,751,572 shares worth $238M.
  • Ken Griffin added most to Invesco QQQ Trust in Q1 2023, an estimated $645M increase.
  • Ken Griffin's biggest Q1 2023 reduction was Tesla, cutting an estimated $1.24B.
  • Ken Griffin fully exited Restaurant Brands International in Q1 2023, selling an estimated $93.3M.
  • Ken Griffin's ten largest holdings make up 33% of its $455B portfolio in Q1 2023.
  • Ken Griffin opened 1,466 new positions and closed 1,652 in Q1 2023.
  • Ken Griffin's portfolio value rose 6.2% quarter-over-quarter to $455B.

Based on Citadel Advisors's 13F filing for Q1 2023, filed 15 May 2023.