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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
-2.48%
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
$467B
AUM Growth
-$17.2B
Cap. Flow
-$1.95B
Cap. Flow %
-0.42%
Top 10 Hldgs %
33.17%
Holding
15,669
New
1,406
Increased
6,433
Reduced
6,116
Closed
1,460

Top Buys

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$980M
2
HUM icon
Humana
HUM
+$637M
3
AAPL icon
Apple
AAPL
+$620M
4
HD icon
Home Depot
HD
+$541M
5
MSFT icon
Microsoft
MSFT
+$539M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$770M
2
MCD icon
McDonald's
MCD
+$654M
3
CI icon
Cigna
CI
+$498M
4
DLR icon
Digital Realty Trust
DLR
+$430M
5
AMZN icon
Amazon
AMZN
+$429M

Sector Composition

Rank Sector Weight
1 Technology 3.91%
2 Healthcare 3.33%
3 Consumer Discretionary 2%
4 Industrials 1.79%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INN
8726
Summit Hotel Properties
INN
$648M
$354K ﹤0.01%
61,033
+18,692
+44% +$112K
EVLV icon
8727
Evolv Technologies
EVLV
$998M
$353K ﹤0.01%
72,705
-280,226
-79% -$1.73M
TPOR icon
8728
Direxion Daily Transportation Bull 3X ETF
TPOR
$19M
$353K ﹤0.01%
14,415
-9,574
-40% -$293K
ACIC icon
8729
PUT
American Coastal Insurance
ACIC
$454M
$353K ﹤0.01%
+48,000
New +$311K
SUPV
8730
Grupo Supervielle
SUPV
$678M
$353K ﹤0.01%
159,100
-147,534
-48% -$423K
LILM
8731
CALL
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
$353K ﹤0.01%
494,900
-29,200
-6% -$34.1K
KONG icon
8732
Formidable Fortress ETF
KONG
$23.1M
$353K ﹤0.01%
+13,997
New +$358K
HDUS
8733
Hartford Disciplined US Equity ETF
HDUS
$211M
$352K ﹤0.01%
+8,331
New +$366K
MGIC
8734
DELISTED
Magic Software Enterprises
MGIC
$352K ﹤0.01%
31,200
+5,320
+21% +$64.9K
SXC icon
8735
CALL
SunCoke Energy
SXC
$776M
$352K ﹤0.01%
34,700
+6,500
+23% +$58.8K
DT icon
8736
Dynatrace
DT
$14.2B
$352K ﹤0.01%
7,536
-3,994,013
-100% -$196M
PNRG icon
8737
PrimeEnergy Resources
PNRG
$338M
$352K ﹤0.01%
3,031
-497
-14% -$49K
IBTO icon
8738
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
$352K ﹤0.01%
+14,914
New +$363K
JYNT icon
8739
The Joint Corp
JYNT
$122M
$351K ﹤0.01%
39,066
-41,634
-52% -$471K
CMDY icon
8740
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$639M
$351K ﹤0.01%
+6,817
New +$353K
RDUS
8741
CALL
DELISTED
Radius Recycling
RDUS
$351K ﹤0.01%
12,600
-29,300
-70% -$906K
HIVE
8742
CALL
HIVE Digital Technologies
HIVE
$783M
$351K ﹤0.01%
113,900
-121,200
-52% -$516K
AEIS icon
8743
PUT
Advanced Energy
AEIS
$12.5B
$351K ﹤0.01%
3,400
-7,900
-70% -$885K
XSLV icon
8744
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
$351K ﹤0.01%
8,889
+677
+8% +$27.8K
LTH icon
8745
PUT
Life Time Group Holdings
LTH
$10.1B
$350K ﹤0.01%
23,000
-4,100
-15% -$72.3K
GOVI icon
8746
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
$350K ﹤0.01%
+13,046
New +$367K
FTEC icon
8747
Fidelity MSCI Information Technology Index ETF
FTEC
$20.9B
$350K ﹤0.01%
+2,845
New +$366K
ATO icon
8748
PUT
Atmos Energy
ATO
$29B
$350K ﹤0.01%
3,300
-3,600
-52% -$420K
SLRC icon
8749
CALL
SLR Investment Corp
SLRC
$692M
$349K ﹤0.01%
22,700
+9,200
+68% +$139K
PSFM icon
8750
Pacer Swan SOS Flex April ETF
PSFM
$25.7M
$349K ﹤0.01%
+14,536
New +$356K
348 349
350
351 352

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Ken Griffin's Q3 2023 Portfolio in Review

As of Q3 2023, Ken Griffin held 15,669 positions worth $467B, down 3.6% from $484B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Ken Griffin's Q3 2023 filing shows 1,406 new, 6,433 increased, 6,116 reduced and 1,460 closed positions. Its largest new stake was Arm: 3,445,206 shares worth $184M. The largest sale was Invesco QQQ Trust, an estimated $770M.

By sector, the portfolio is most concentrated in Technology at 3.9% of assets, up from 3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Ken Griffin's largest Q3 2023 buy was Arm: 3,445,206 shares worth $184M.
  • Ken Griffin added most to Activision Blizzard in Q3 2023, an estimated $980M increase.
  • Ken Griffin's biggest Q3 2023 reduction was Invesco QQQ Trust, cutting an estimated $770M.
  • Ken Griffin fully exited Coca-Cola Europacific Partners in Q3 2023, selling an estimated $124M.
  • Ken Griffin's ten largest holdings make up 33% of its $467B portfolio in Q3 2023.
  • Ken Griffin opened 1,406 new positions and closed 1,460 in Q3 2023.
  • Ken Griffin's portfolio value fell 3.6% quarter-over-quarter to $467B.

Based on Citadel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.