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Home/Hedge Funds/Citadel Advisors/Q1 2026

Citadel Advisors

Period: Q1 2026 · Filed: 2026-05-15
View on SEC EDGAR
AUM
$618.47B
Total portfolio value
Positions
12857
Reported securities
Top Holding
SPY
3.9% $24.19B
QoQ Changes
+8 / -8
new · exited

Citadel Advisors, founded and led by Kenneth Griffin, is a global financial institution renowned for its diversified investment strategies and quantitative approach. With assets under management totaling approximately $618.47 billion, the firm employs a multi-strategy framework that combines both fundamental and quantitative analysis to optimize its portfolio across various asset classes. Citadel's investment philosophy emphasizes robust risk management, technological innovation, and deep research to achieve consistent, risk-adjusted returns.

⚠️13F Filing Disclosure

AUM figures shown are calculated by summing the reported market value of all positions in SEC 13F-HR filings — not the fund's actual assets under management.

  • Excludes cash, bonds, private equity, short positions, and foreign-listed stocks not required to be reported.
  • For PUT and CALL options, the reported Value is the notional value of the underlying shares — not the option premium paid. This significantly overstates the actual capital at risk.
  • Actual fund AUM is typically higher and includes strategies, instruments, and positions that never appear in a 13F.
  • 13F filings cover institutional managers with ≥$100M in 13F securities. Positions reflect end-of-quarter holdings, disclosed up to 45 days after the period ends.

Data sourced from SEC EDGAR. This tracker is for informational purposes only and does not constitute investment advice.

Portfolio Holdings

Top 30 positions

⚠️ Performance % calculated from filing date ( 2026-05-15) shown is the underlying stock price movement — not the derivative's P&L.
TickerIssuerNotionalPort %@ FilingNow (EOD)Since FilingAllocation
SPYPUTSTATE STR SPDR S&P 500 ETF T$24.19B3.91%$648.67$748.08+15.3%
3.9%
QQQPUTINVESCO QQQ TR$20.54B3.32%$576.55$710.67+23.3%
3.3%
SPYCALLSTATE STR SPDR S&P 500 ETF T$17.58B2.84%$648.67$748.08+15.3%
2.8%
TSLACALLTESLA INC$13.53B2.19%$371.75$404.57+8.8%
2.2%
NVDACALLNVIDIA CORPORATION$11.67B1.89%$174.40$197.06+13.0%
1.9%
QQQCALLINVESCO QQQ TR$11.25B1.82%$576.55$710.67+23.3%
1.8%
TSLAPUTTESLA INC$9.45B1.53%$371.75$404.57+8.8%
1.5%
GLDCALLSPDR GOLD TR$9.43B1.52%$430.29$379.30-11.8%
1.5%
NVDAPUTNVIDIA CORPORATION$9.01B1.46%$174.40$197.06+13.0%
1.5%
AAPLCALLAPPLE INC$8.08B1.31%$253.56$312.87+23.4%
1.3%
METACALLMETA PLATFORMS INC$7.61B1.23%$571.60$617.91+8.1%
1.2%
MSFTCALLMICROSOFT CORP$7.02B1.14%$369.37$391.16+5.9%
1.1%
MUPUTMICRON TECHNOLOGY INC$5.65B0.91%$337.79$923.32+173.3%
0.9%
GLDPUTSPDR GOLD TR$5.31B0.86%$430.29$379.30-11.8%
0.9%
AMZNCALLAMAZON COM INC$5.28B0.85%$208.27$245.73+18.0%
0.8%
IWMPUTISHARES TR$5.26B0.85%$247.41$296.59+19.9%
0.8%
METAPUTMETA PLATFORMS INC$5.06B0.82%$571.60$617.91+8.1%
0.8%
GOOGLCALLALPHABET INC$5.02B0.81%$287.39$369.19+28.5%
0.8%
AAPLPUTAPPLE INC$4.66B0.75%$253.56$312.87+23.4%
0.8%
GOOGLPUTALPHABET INC$4.34B0.70%$287.39$369.19+28.5%
0.7%
NFLXPUTNETFLIX INC.$3.96B0.64%$96.15$76.33-20.6%
0.6%
MSFTPUTMICROSOFT CORP$3.91B0.63%$369.37$391.16+5.9%
0.6%
AMZNPUTAMAZON COM INC$3.77B0.61%$208.27$245.73+18.0%
0.6%
IWMCALLISHARES TR$3.74B0.60%$247.41$296.59+19.9%
0.6%
MUCALLMICRON TECHNOLOGY INC$3.49B0.56%$337.79$923.32+173.3%
0.6%
HYGPUTISHARES TR$3.47B0.56%$78.40$79.79+1.8%
0.6%
NVDANVIDIA CORPORATION$3.26B0.53%$174.40$197.06+13.0%
0.5%
SLVCALLISHARES SILVER TR$3.17B0.51%$68.14$54.88-19.5%
0.5%
GOOGCALLALPHABET INC$2.96B0.48%$286.69$365.93+27.6%
0.5%
TSMPUTTAIWAN SEMICONDUCTOR MANUFAC$2.95B0.48%$337.16$431.80+28.1%
0.5%

Quarter-on-Quarter Activity

Q1 2026 vs. Q4 2025

New Positions (8)

TickerIssuerNotional
AZNPUTASTRAZENECA PLC$368.8M
PNFPPUTPINNACLE FINL PARTNERS INC$281.1M
ECHOSTAR CORP$196.9M
FPSPUTFORGENT POWER SOLUTIONS INC$131.5M
AZNPUTASTRAZENECA PLC$125.6M
MANEVERADERMICS INC$115.3M
INDVPUTINDIVIOR PHARMACEUTICALS INC$108.9M
VSNTPUTVERSANT MEDIA GROUP INC$107.8M

Exited Positions (8)

TickerIssuerNotional
SEAGATE HDD CAYMAN$335.9M
CYBRCYBERARK SOFTWARE LTD$304.7M
AZNPUTASTRAZENECA PLC$138.9M
PNFPPUTPINNACLE FINL PARTNERS INC$123.0M
RNAMAVIDITY BIOSCIENCES INC$114.9M
INDVPUTINDIVIOR PLC$109.9M
PIPRXXXXPIPER SANDLER COMPANIES$100.8M
CFLTCONFLUENT INC$96.7M

Increased (8)

TickerIssuerNotionalShares Δ
SSNCCALLSS&C TECH HLDGS$376.4M+174127.8%
SSNCCALLSS&C TECH HLDGS$376.4M+154769.2%
LCALLLOEWS CORP$381.6M+127676.7%
LCALLLOEWS CORP$381.3M+59529.1%
TFXPUTTELEFLEX INCORPORATED$139.8M+58454.8%
BGCCALLBGC GROUP INC$57.3M+58040.1%
IEXCALLIDEX CORP$153.0M+57660.8%
NVSTENVISTA HOLDINGS CORPORATION$116.1M+47656.0%

Trimmed (8)

TickerIssuerNotionalShares ΔSince Filing
CLVTPUTCLARIVATE PLC$-55.9M-99.9%
CMSPUTCMS ENERGY CORP$-122.5M-99.8%
CTVAPUTCORTEVA INC$-210.5M-99.8%
CLVTPUTCLARIVATE PLC$-55.8M-99.8%
CUBEPUTCUBESMART$-187.5M-99.8%
RGAPUTREINSURANCE GROUP AMER INC$-140.9M-99.8%
XLPSELECT SECTOR SPDR TR$-605.5M-99.8%
QQQINVESCO QQQ TR$-22194.9M-99.8%+23.3%

Quarter Activity

During the quarter, Citadel Advisors initiated notable new positions in AstraZeneca (AZN) and Pinnacle Financial Partners (PNFP), with investments totaling approximately $369 million and $281 million respectively. The fund also exited significant positions in CyberArk (CYBR) and another in AstraZeneca (AZN), valued at approximately $305 million and $139 million. Additionally, there was a substantial increase in holdings in SSNC Technologies and Loews Corporation, indicating a strategic shift towards these sectors.

🤖

AI Commentary

<p>Citadel Advisors' portfolio showcases a significant concentration in major index ETFs and technology stocks, with top positions heavily weighted in options. The largest holdings include puts and calls on SPY (State Street SPDR S&P 500 ETF Trust) and QQQ (Invesco QQQ Trust), indicating a strategic play on the overall market movements rather than individual stock picks. Notably, high conviction positions in individual tech companies like Tesla Inc (TSLA) and NVIDIA Corporation (NVDA) with both calls and puts suggest a focus on high volatility sectors such as technology and electric vehicles. Additionally, the presence of SPDR Gold Trust (GLD) calls reflects a hedge or diversification into commodities.</p> <p>The recent quarter's activity signals a nuanced view on the market's direction and specific sectors. The opening of new positions in AstraZeneca (AZN) and Pinnacle Financial Partners (PNFP) alongside the closure of positions in CyberArk Software (CYBR) and RenaissanceRe Holdings (RNAM) indicates a shift towards healthcare and financial services. The dramatic increase in positions for SSNC Technologies and Loews Corporation (L) suggests a bullish outlook on these entities. Conversely, the complete sell-offs in Cloudera (CLVT), CMS Energy (CMS), and Corteva (CTVA) reflect a strategic withdrawal from these sectors. These moves may hint at Citadel's adaptive strategies in response to evolving market conditions or sectoral shifts.</p>

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