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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
RDMX
9676
DELISTED
SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF
RDMX
$250K ﹤0.01%
9,648
-862
-8% -$22K
IAPR icon
9677
Innovator International Developed Power Buffer ETF April
IAPR
$202M
$250K ﹤0.01%
+10,198
New +$249K
MPX
9678
DELISTED
Marine Products Corp
MPX
$250K ﹤0.01%
18,944
+12,549
+196% +$164K
ATXS
9679
DELISTED
Astria Therapeutics
ATXS
$250K ﹤0.01%
18,784
-120,562
-87% -$1.63M
BSJN
9680
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$249K ﹤0.01%
+10,592
New +$249K
AIP icon
9681
Arteris
AIP
$1.37B
$249K ﹤0.01%
+58,982
New +$308K
BZUN
9682
PUT
Baozun
BZUN
$162M
$249K ﹤0.01%
41,400
-20,600
-33% -$136K
NWBI icon
9683
CALL
Northwest Bancshares
NWBI
$2.3B
$249K ﹤0.01%
20,700
+7,000
+51% +$94.9K
PRLB icon
9684
PUT
Protolabs
PRLB
$2.17B
$249K ﹤0.01%
7,500
-700
-9% -$21.7K
FDWM
9685
DELISTED
Fidelity Women's Leadership ETF
FDWM
$249K ﹤0.01%
+13,813
New +$246K
ORC
9686
PUT
Orchid Island Capital
ORC
$1.33B
$248K ﹤0.01%
23,140
+2,560
+12% +$28.8K
CZA icon
9687
Invesco Zacks Mid-Cap ETF
CZA
$190M
$248K ﹤0.01%
+2,842
New +$257K
VYMI icon
9688
PUT
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$248K ﹤0.01%
4,000
-18,700
-82% -$1.17M
KB icon
9689
CALL
KB Financial Group
KB
$42.2B
$248K ﹤0.01%
6,800
+1,300
+24% +$53.7K
PPBI
9690
PUT
DELISTED
Pacific Premier Bancorp
PPBI
$247K ﹤0.01%
+10,300
New +$312K
QUAD icon
9691
PUT
Quad
QUAD
$522M
$247K ﹤0.01%
57,600
+55,100
+2,204% +$243K
FBK icon
9692
FB Financial Corp
FBK
$3.07B
$247K ﹤0.01%
7,941
+6,905
+667% +$247K
RLMD icon
9693
CALL
Relmada Therapeutics
RLMD
$509M
$247K ﹤0.01%
109,200
-133,100
-55% -$459K
IGE icon
9694
CALL
iShares North American Natural Resources ETF
IGE
$793M
$247K ﹤0.01%
6,300
-16,700
-73% -$674K
BUR icon
9695
PUT
Burford Capital
BUR
$938M
$247K ﹤0.01%
22,300
-3,400
-13% -$28.2K
FNGG icon
9696
Direxion Daily NYSE FANG+ Bull 2X ETF
FNGG
$138M
$247K ﹤0.01%
4,848
+825
+21% +$33K
JO
9697
DELISTED
iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN
JO
$247K ﹤0.01%
5,003
+3,609
+259% +$179K
XSOE icon
9698
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.14B
$247K ﹤0.01%
8,857
-242,204
-96% -$6.8M
IBML
9699
DELISTED
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
$247K ﹤0.01%
+9,694
New +$246K
SITE icon
9700
PUT
SiteOne Landscape Supply
SITE
$4.18B
$246K ﹤0.01%
1,800
-1,200
-40% -$169K
386 387
388
389 390

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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.