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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
+7.8%
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
$484B
AUM Growth
+$29.1B
Cap. Flow
-$16.6B
Cap. Flow %
-3.43%
Top 10 Hldgs %
36.47%
Holding
15,826
New
1,205
Increased
5,575
Reduced
7,223
Closed
1,562

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$640M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$501M
3
DLR icon
Digital Realty Trust
DLR
+$438M
4
ISRG icon
Intuitive Surgical
ISRG
+$437M
5
AMZN icon
Amazon
AMZN
+$420M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$545M
2
DXCM icon
DexCom
DXCM
+$457M
3
T icon
AT&T
T
+$431M
4
PANW icon
Palo Alto Networks
PANW
+$416M
5
HUM icon
Humana
HUM
+$394M

Sector Composition

Rank Sector Weight
1 Technology 3.03%
2 Healthcare 2.92%
3 Consumer Discretionary 1.99%
4 Financials 1.93%
5 Industrials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAG
7176
CALL
DELISTED
MAG Silver
MAG
$681K ﹤0.01%
61,100
-156,800
-72% -$1.95M
FMS icon
7177
CALL
Fresenius Medical Care
FMS
$12.5B
$680K ﹤0.01%
28,400
+8,200
+41% +$188K
SVC
7178
PUT
Service Properties Trust
SVC
$1.01B
$680K ﹤0.01%
15,640
+1,200
+8% +$52.7K
CW icon
7179
PUT
Curtiss-Wright
CW
$25.7B
$680K ﹤0.01%
3,700
+600
+19% +$102K
GTIP icon
7180
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$295M
$679K ﹤0.01%
13,838
-2,468
-15% -$123K
METV icon
7181
CALL
Roundhill Ball Metaverse ETF
METV
$209M
$679K ﹤0.01%
65,400
-23,400
-26% -$223K
TE
7182
CALL
T1 Energy
TE
$1.37B
$679K ﹤0.01%
72,600
-51,600
-42% -$388K
SLVM icon
7183
CALL
Sylvamo
SLVM
$1.47B
$679K ﹤0.01%
16,781
+7,127
+74% +$308K
AIEQ icon
7184
Amplify AI Powered Equity ETF
AIEQ
$123M
$679K ﹤0.01%
21,541
+8,591
+66% +$250K
UDEC
7185
Innovator US Equity Ultra Buffer ETF December
UDEC
$246M
$678K ﹤0.01%
+22,469
New +$652K
RDN icon
7186
CALL
Radian Group
RDN
$4.92B
$678K ﹤0.01%
26,800
-52,800
-66% -$1.3M
IYE icon
7187
CALL
iShares US Energy ETF
IYE
$1.87B
$677K ﹤0.01%
15,800
+800
+5% +$34.3K
ARKQ icon
7188
PUT
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.02B
$676K ﹤0.01%
12,000
+2,500
+26% +$124K
IXUS icon
7189
CALL
iShares Core MSCI Total International Stock ETF
IXUS
$59.9B
$676K ﹤0.01%
10,800
-30,300
-74% -$1.9M
IDUB icon
7190
Aptus International Enhanced Yield ETF
IDUB
$514M
$676K ﹤0.01%
+34,021
New +$678K
ITOT icon
7191
PUT
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$675K ﹤0.01%
6,900
+600
+10% +$55.5K
FHI icon
7192
PUT
Federated Hermes
FHI
$4.77B
$674K ﹤0.01%
18,800
+18,600
+9,300% +$719K
CALX icon
7193
CALL
Calix
CALX
$2.47B
$674K ﹤0.01%
13,500
-25,500
-65% -$1.23M
SPXB
7194
DELISTED
ProShares S&P 500 Bond ETF
SPXB
$673K ﹤0.01%
8,957
+1,592
+22% +$120K
TWST icon
7195
CALL
Twist Bioscience
TWST
$7.28B
$673K ﹤0.01%
32,900
+5,300
+19% +$79.4K
HZO icon
7196
CALL
MarineMax
HZO
$1.15B
$673K ﹤0.01%
19,700
-46,700
-70% -$1.37M
VRE
7197
CALL
DELISTED
Veris Residential
VRE
$672K ﹤0.01%
41,900
-1,006,400
-96% -$16.3M
SPHB icon
7198
CALL
Invesco S&P 500 High Beta ETF
SPHB
$929M
$672K ﹤0.01%
8,800
+4,600
+110% +$320K
COUR icon
7199
PUT
Coursera
COUR
$1.5B
$672K ﹤0.01%
51,600
-31,500
-38% -$377K
WLDN icon
7200
Willdan Group
WLDN
$1.29B
$671K ﹤0.01%
35,046
-21,767
-38% -$366K
286 287
288
289 290

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Ken Griffin's Q2 2023 Portfolio in Review

As of Q2 2023, Ken Griffin held 15,826 positions worth $484B, up 6.4% from $455B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Ken Griffin withdrew a net $16.6B in Q2 2023, closing 1,562 positions and reducing 7,223 holdings. Its most notable exit was State Street Industrial Select Sector SPDR ETF, an estimated $192M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.2% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Ken Griffin opened a new position in BILL Holdings worth $222M.

  • Ken Griffin's largest Q2 2023 buy was BILL Holdings: 1,901,064 shares worth $222M.
  • Ken Griffin added most to Microsoft in Q2 2023, an estimated $640M increase.
  • Ken Griffin's biggest Q2 2023 reduction was NVIDIA, cutting an estimated $545M.
  • Ken Griffin fully exited State Street Industrial Select Sector SPDR ETF in Q2 2023, selling an estimated $192M.
  • Ken Griffin's ten largest holdings make up 36% of its $484B portfolio in Q2 2023.
  • Ken Griffin opened 1,205 new positions and closed 1,562 in Q2 2023.
  • Ken Griffin's portfolio value rose 6.4% quarter-over-quarter to $484B.

Based on Citadel Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.