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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
+11.21%
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
+$18.2B
Cap. Flow
-$36B
Cap. Flow %
-6.94%
Top 10 Hldgs %
29.96%
Holding
15,912
New
1,748
Increased
6,361
Reduced
6,148
Closed
1,439

Top Buys

Rank Stock Value
1
HES
Hess
HES
+$1.28B
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.02B
3
BAC icon
Bank of America
BAC
+$770M
4
GILD icon
Gilead Sciences
GILD
+$378M
5
CMG icon
Chipotle Mexican Grill
CMG
+$346M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.78B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$973M
3
DIS icon
Walt Disney
DIS
+$588M
4
LLY icon
Eli Lilly
LLY
+$569M
5
T icon
AT&T
T
+$529M

Sector Composition

Rank Sector Weight
1 Technology 3.4%
2 Healthcare 3.08%
3 Financials 2.41%
4 Consumer Discretionary 2.33%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MXL icon
8851
CALL
MaxLinear
MXL
$6.93B
$385K ﹤0.01%
20,600
-15,300
-43% -$305K
YORW icon
8852
CALL
York Water
YORW
$542M
$384K ﹤0.01%
10,600
+7,900
+293% +$285K
BUR icon
8853
Burford Capital
BUR
$918M
$384K ﹤0.01%
24,072
-229,548
-91% -$3.41M
CMPS
8854
PUT
Compass Pathways
CMPS
$1.88B
$384K ﹤0.01%
46,200
+5,300
+13% +$53.4K
ACWV icon
8855
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$384K ﹤0.01%
3,651
-15,806
-81% -$1.62M
PBTP icon
8856
Invesco 0-5 Yr US TIPS ETF
PBTP
$121M
$384K ﹤0.01%
15,306
-26,298
-63% -$656K
CZFS icon
8857
Citizens Financial Services
CZFS
$400M
$384K ﹤0.01%
7,952
+2,690
+51% +$136K
KRBN icon
8858
KraneShares Global Carbon Strategy ETF
KRBN
$131M
$383K ﹤0.01%
12,453
+7,791
+167% +$241K
IYF icon
8859
PUT
iShares US Financials ETF
IYF
$4.4B
$383K ﹤0.01%
4,000
– –
IBDW icon
8860
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.55B
$383K ﹤0.01%
18,671
-133,242
-88% -$2.72M
DBB icon
8861
Invesco DB Base Metals Fund
DBB
$365M
$383K ﹤0.01%
21,301
+7,178
+51% +$126K
QSPT icon
8862
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$648M
$382K ﹤0.01%
+15,307
New +$374K
UVE icon
8863
CALL
Universal Insurance Holdings
UVE
$1.2B
$382K ﹤0.01%
18,800
-72,100
-79% -$1.3M
LOB icon
8864
CALL
Live Oak Bancshares
LOB
$1.98B
$382K ﹤0.01%
9,200
-1,100
-11% -$43.8K
NFGC
8865
New Found Gold
NFGC
$641M
$382K ﹤0.01%
103,207
-30,150
-23% -$100K
PB icon
8866
PUT
Prosperity Bancshares
PB
$8.94B
$382K ﹤0.01%
5,800
+2,700
+87% +$172K
QTJA icon
8867
Innovator Growth Accelerated Plus ETF January
QTJA
$21.1M
$382K ﹤0.01%
16,968
– –
RCUS icon
8868
CALL
Arcus Biosciences
RCUS
$3.76B
$381K ﹤0.01%
20,200
+1,700
+9% +$29.4K
TRPA
8869
Hartford AAA CLO ETF
TRPA
$111M
$381K ﹤0.01%
9,791
+941
+11% +$36.7K
BTG icon
8870
CALL
B2Gold
BTG
$6.72B
$381K ﹤0.01%
146,100
-1,104,800
-88% -$2.98M
EWO icon
8871
iShares MSCI Austria ETF
EWO
$207M
$381K ﹤0.01%
17,546
-47,101
-73% -$993K
MMTM icon
8872
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$163M
$381K ﹤0.01%
+1,657
New +$359K
VSHY icon
8873
Virtus Newfleet Short Duration High Yield Bond ETF
VSHY
$31.6M
$381K ﹤0.01%
17,620
-800
-4% -$17.2K
AORT icon
8874
CALL
Artivion
AORT
$1.43B
$381K ﹤0.01%
18,000
+8,600
+91% +$160K
SLYV icon
8875
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.1B
$381K ﹤0.01%
4,587
-54,513
-92% -$4.37M
353 354
355
356 357

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Ken Griffin's Q1 2024 Portfolio in Review

As of Q1 2024, Ken Griffin held 15,912 positions worth $518B, up 3.6% from $500B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Ken Griffin withdrew a net $36B in Q1 2024, closing 1,439 positions and reducing 6,148 holdings. Its most notable exit was iShares National Muni Bond ETF, an estimated $183M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 3.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in TD Synnex worth $245M.

  • Ken Griffin's largest Q1 2024 buy was TD Synnex: 2,162,840 shares worth $245M.
  • Ken Griffin added most to Hess in Q1 2024, an estimated $1.28B increase.
  • Ken Griffin's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $1.78B.
  • Ken Griffin fully exited iShares National Muni Bond ETF in Q1 2024, selling an estimated $183M.
  • Ken Griffin's ten largest holdings make up 30% of its $518B portfolio in Q1 2024.
  • Ken Griffin opened 1,748 new positions and closed 1,439 in Q1 2024.
  • Ken Griffin's portfolio value rose 3.6% quarter-over-quarter to $518B.

Based on Citadel Advisors's 13F filing for Q1 2024, filed 15 May 2024.