We are live on ! Find out more
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
+8.33%
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
$518B
AUM Growth
+$24.3B
Cap. Flow
-$1.52B
Cap. Flow %
-0.29%
Top 10 Hldgs %
29.53%
Holding
15,731
New
1,614
Increased
6,434
Reduced
5,866
Closed
1,610

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$555M
2
C icon
Citigroup
C
+$407M
3
MDT icon
Medtronic
MDT
+$401M
4
CMG icon
Chipotle Mexican Grill
CMG
+$392M
5
GILD icon
Gilead Sciences
GILD
+$362M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
2
AMZN icon
Amazon
AMZN
+$1.32B
3
AAPL icon
Apple
AAPL
+$1.1B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$995M
5
BAC icon
Bank of America
BAC
+$726M

Sector Composition

Rank Sector Weight
1 Technology 3.02%
2 Healthcare 2.92%
3 Consumer Discretionary 2.17%
4 Financials 2.1%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPH icon
8701
CALL
Suburban Propane Partners
SPH
$1.17B
$389K ﹤0.01%
+21,700
New +$391K
DIV icon
8702
CALL
Global X SuperDividend US ETF
DIV
$788M
$389K ﹤0.01%
20,800
+16,000
+333% +$289K
GWX icon
8703
State Street SPDR S&P International Small Cap ETF
GWX
$916M
$389K ﹤0.01%
+11,384
New +$371K
FLYW icon
8704
PUT
Flywire
FLYW
$2.26B
$388K ﹤0.01%
23,700
-34,400
-59% -$601K
ATO icon
8705
PUT
Atmos Energy
ATO
$29B
$388K ﹤0.01%
2,800
-2,900
-51% -$373K
ORGN
8706
CALL
DELISTED
Origin Materials
ORGN
$388K ﹤0.01%
8,407
+950
+13% +$34.4K
RCUS icon
8707
PUT
Arcus Biosciences
RCUS
$3.7B
$388K ﹤0.01%
25,400
-3,700
-13% -$58.3K
DUSB icon
8708
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.24B
$388K ﹤0.01%
7,645
-20,635
-73% -$1.05M
DGRW icon
8709
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$388K ﹤0.01%
+4,657
New +$373K
NVGS icon
8710
CALL
Navigator Holdings
NVGS
$1.31B
$387K ﹤0.01%
24,100
-10,300
-30% -$168K
NJR icon
8711
CALL
New Jersey Resources
NJR
$5.65B
$387K ﹤0.01%
8,200
-700
-8% -$32K
TILT icon
8712
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.25B
$387K ﹤0.01%
1,818
-882
-33% -$181K
IDVO icon
8713
Amplify International Enhanced Dividend Income ETF
IDVO
$1.39B
$386K ﹤0.01%
+12,553
New +$384K
CVRX icon
8714
CVRx
CVRX
$75.9M
$386K ﹤0.01%
43,828
+28,916
+194% +$263K
ERII icon
8715
CALL
Energy Recovery
ERII
$408M
$386K ﹤0.01%
22,200
+8,000
+56% +$126K
WLY icon
8716
PUT
John Wiley & Sons Class A
WLY
$2.63B
$386K ﹤0.01%
8,000
-1,800
-18% -$82.6K
TSLX icon
8717
PUT
Sixth Street Specialty
TSLX
$1.78B
$386K ﹤0.01%
18,800
-26,800
-59% -$563K
ESGR
8718
PUT
DELISTED
Enstar Group
ESGR
$386K ﹤0.01%
+1,200
New +$389K
FCPT icon
8719
Four Corners Property Trust
FCPT
$2.75B
$386K ﹤0.01%
13,165
-31,628
-71% -$874K
MPAA icon
8720
Motorcar Parts of America
MPAA
$215M
$386K ﹤0.01%
52,208
-30,831
-37% -$191K
MSDL icon
8721
CALL
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
$386K ﹤0.01%
+19,500
New +$404K
MMSI icon
8722
PUT
Merit Medical Systems
MMSI
$5.4B
$385K ﹤0.01%
3,900
-2,000
-34% -$183K
HTZ icon
8723
Hertz
HTZ
$738M
$385K ﹤0.01%
116,771
-48,229
-29% -$169K
PERI icon
8724
CALL
Perion Network
PERI
$383M
$385K ﹤0.01%
48,900
-68,600
-58% -$575K
ARLO icon
8725
CALL
Arlo Technologies
ARLO
$1.45B
$385K ﹤0.01%
31,800
-24,400
-43% -$323K
347 348
349
350 351

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ken Griffin's Q3 2024 Portfolio in Review

As of Q3 2024, Ken Griffin held 15,731 positions worth $518B, up 4.9% from $494B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Ken Griffin's Q3 2024 filing shows 1,614 new, 6,434 increased, 5,866 reduced and 1,610 closed positions. Its largest new stake was iShares 7-10 Year Treasury Bond ETF: 2,002,737 shares worth $197M. The largest sale was Invesco QQQ Trust, an estimated $1.43B.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.4% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Ken Griffin's largest Q3 2024 buy was iShares 7-10 Year Treasury Bond ETF: 2,002,737 shares worth $197M.
  • Ken Griffin added most to NVIDIA in Q3 2024, an estimated $555M increase.
  • Ken Griffin's biggest Q3 2024 reduction was Invesco QQQ Trust, cutting an estimated $1.43B.
  • Ken Griffin fully exited Domino's in Q3 2024, selling an estimated $186M.
  • Ken Griffin's ten largest holdings make up 30% of its $518B portfolio in Q3 2024.
  • Ken Griffin opened 1,614 new positions and closed 1,610 in Q3 2024.
  • Ken Griffin's portfolio value rose 4.9% quarter-over-quarter to $518B.

Based on Citadel Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.