Ken Griffin Citadel Advisors
AUM
$115B
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 Quarter Return
+0.33%
1 Year Return
+4.22%
3 Year Return
+14.25%
5 Year Return
+23%
10 Year Return
+57.51%
AUM
$38.8B
AUM Growth
+$38.8B
(-30%)
Cap. Flow
-$15.2B
Cap. Flow
% of AUM
-39.07%
Top 10 Holdings %
Top 10 Hldgs %
9.25%
Holding
4,666
New
619
Increased
1,166
Reduced
1,329
Closed
1,220
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$251M |
| 2 |
Meta Platforms (Facebook)
META
|
$249M |
| 3 |
Broadcom
AVGO
|
$231M |
| 4 |
Comcast
CMCSA
|
$205M |
| 5 |
Booking.com
BKNG
|
$193M |
Top Sells
| 1 |
Schlumberger
SLB
|
$392M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$314M |
| 3 |
PPG Industries
PPG
|
$304M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$288M |
| 5 |
Alibaba
BABA
|
$283M |
Sector Composition
| 1 | Consumer Discretionary | 13.11% |
| 2 | Financials | 10.84% |
| 3 | Technology | 10.82% |
| 4 | Healthcare | 9.51% |
| 5 | Industrials | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.86T
| $510M | 0.64% | 4,473,002 +2,179,642 | +95% | +$249M |
|
2
Home Depot
HD
$405B
| $360M | 0.45% | 2,694,635 +1,035,905 | +62% | +$138M |
|
3
Visa
V
$682B
| $330M | 0.42% | 4,310,226 +1,263,524 | +41% | +$96.6M |
|
|
YHOO
4
DELISTED
Yahoo Inc
YHOO
| $329M | 0.42% | 8,939,418 -1,146,922 | -11% | -$42.2M |
|
5
Bristol-Myers Squibb
BMY
$95.5B
| $321M | 0.4% | 5,020,455 +478,740 | +11% | +$30.6M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.56T
| $300M | 0.38% | 393,778 -411,930 | -51% | -$314M |
|
7
Honeywell
HON
$140B
| $276M | 0.35% | 2,467,564 -2,060,890 | -46% | -$231M |
|
8
Synchrony
SYF
$28.4B
| $267M | 0.34% | 9,309,807 +3,485,943 | +60% | +$99.9M |
|
|
9
Comcast
CMCSA
$125B
| $256M | 0.32% | 4,187,542 +3,354,483 | +403% | +$205M |
|
|
10
Chipotle Mexican Grill
CMG
$56.2B
| $251M | 0.32% | +533,108 | New | +$251M |
|
|
11
Broadcom
AVGO
$1.39T
| $247M | 0.31% | 1,598,854 +1,497,173 | +1,472% | +$231M |
|
12
Intuit
INTU
$186B
| $247M | 0.31% | 2,371,838 +273,409 | +13% | +$28.4M |
|
|
13
Booking.com
BKNG
$182B
| $231M | 0.29% | 179,085 +149,611 | +508% | +$193M |
|
14
Lowe's Companies
LOW
$144B
| $231M | 0.29% | 3,043,780 -2,496,353 | -45% | -$189M |
|
15
PepsiCo
PEP
$203B
| $227M | 0.29% | 2,213,797 +508,486 | +30% | +$52.1M |
|
16
Danaher
DHR
$147B
| $215M | 0.27% | 2,267,165 +445,986 | +24% | +$42.3M |
|
17
Baxter International
BAX
$12.5B
| $215M | 0.27% | 5,222,320 -2,326,044 | -31% | -$95.6M |
|
|
TWX
18
DELISTED
Time Warner Inc
TWX
| $210M | 0.27% | 2,898,751 +2,038,549 | +237% | +$148M |
|
19
Lam Research
LRCX
$126B
| $208M | 0.26% | 2,518,415 -1,454,645 | -37% | -$120M |
|
20
Affiliated Managers Group
AMG
$6.42B
| $198M | 0.25% | 1,219,940 +123,591 | +11% | +$20.1M |
|
|
RTN
21
DELISTED
Raytheon Company
RTN
| $195M | 0.25% | 1,593,540 +72,376 | +5% | +$8.88M |
|
22
American Tower
AMT
$94.7B
| $191M | 0.24% | 1,869,815 -363,699 | -16% | -$37.2M |
|
23
Apple
AAPL
$3.45T
| $188M | 0.24% | 1,726,538 +1,657,961 | +2,418% | +$181M |
|
24
BioMarin Pharmaceuticals
BMRN
$11.1B
| $181M | 0.23% | 2,194,875 +2,121,458 | +2,890% | +$175M |
|
25
VeriSign
VRSN
$25.4B
| $178M | 0.22% | 2,005,252 +1,999,549 | +35,061% | +$177M |
|