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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
WNC icon
8101
PUT
Wabash National
WNC
$519M
$529K ﹤0.01%
21,500
-25,700
-54% -$667K
OLPX
8102
CALL
DELISTED
Olaplex Holdings
OLPX
$529K ﹤0.01%
123,800
-10,300
-8% -$54.9K
LOCO icon
8103
PUT
El Pollo Loco
LOCO
$471M
$528K ﹤0.01%
55,100
+45,900
+499% +$523K
BNDX icon
8104
PUT
Vanguard Total International Bond ETF
BNDX
$82.5B
$528K ﹤0.01%
10,800
+9,400
+671% +$455K
BLUE
8105
CALL
DELISTED
bluebird bio
BLUE
$528K ﹤0.01%
8,300
-5,295
-39% -$605K
SIGI icon
8106
Selective Insurance
SIGI
$5.49B
$528K ﹤0.01%
5,536
-3,366
-38% -$322K
CATO icon
8107
Cato Corp
CATO
$65.3M
$528K ﹤0.01%
59,674
-104,761
-64% -$991K
SEM
8108
PUT
DELISTED
Select Medical
SEM
$527K ﹤0.01%
37,862
-7,239
-16% -$107K
FFBC icon
8109
CALL
First Financial Bancorp
FFBC
$3.55B
$527K ﹤0.01%
24,200
+22,600
+1,413% +$543K
MRVI icon
8110
CALL
Maravai LifeSciences
MRVI
$855M
$527K ﹤0.01%
37,600
+5,100
+16% +$73.2K
HIVE
8111
PUT
HIVE Digital Technologies
HIVE
$762M
$527K ﹤0.01%
160,100
+59,600
+59% +$177K
GSBD icon
8112
CALL
Goldman Sachs BDC
GSBD
$1.1B
$526K ﹤0.01%
38,500
-55,100
-59% -$823K
IQIN
8113
DELISTED
NYLI 500 International ETF
IQIN
$525K ﹤0.01%
16,962
-40,708
-71% -$1.23M
LUNA
8114
DELISTED
Luna Innovations Incorporated
LUNA
$525K ﹤0.01%
72,959
+34,658
+90% +$306K
LECO icon
8115
PUT
Lincoln Electric
LECO
$15.6B
$524K ﹤0.01%
3,100
-4,000
-56% -$659K
LOPE icon
8116
PUT
Grand Canyon Education
LOPE
$3.82B
$524K ﹤0.01%
4,600
-2,500
-35% -$281K
BUYZ icon
8117
Franklin Disruptive Commerce ETF
BUYZ
$5.4M
$524K ﹤0.01%
21,799
+4,300
+25% +$99.7K
SPT icon
8118
PUT
Sprout Social
SPT
$579M
$524K ﹤0.01%
8,600
-18,400
-68% -$1.13M
IMKTA icon
8119
CALL
Ingles Markets
IMKTA
$1.64B
$523K ﹤0.01%
5,900
-3,100
-34% -$288K
VOXX
8120
DELISTED
VOXX International Corporation Class A
VOXX
$523K ﹤0.01%
42,431
+1,925
+5% +$20.9K
CWB icon
8121
CALL
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.68B
$523K ﹤0.01%
7,800
+3,400
+77% +$228K
LBRT icon
8122
PUT
Liberty Energy
LBRT
$3.63B
$523K ﹤0.01%
40,800
+6,700
+20% +$99.1K
JEPI icon
8123
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$523K ﹤0.01%
9,570
-16,641
-63% -$903K
STBA icon
8124
S&T Bancorp
STBA
$1.79B
$522K ﹤0.01%
16,610
+1,085
+7% +$37.8K
SUM
8125
CALL
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$522K ﹤0.01%
18,335
-30,234
-62% -$914K
323 324
325
326 327

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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.