Ken Griffin's Citadel Advisors just made their biggest single-stock bet in years. Here's everything we know about their $1.8 billion NVIDIA position.
Track Citadel LiveCitadel doesn't make $1.8 billion bets lightly. As one of the world's most sophisticated hedge funds, they have access to resources, data, and analysis that retail traders can only dream of.
A 142% increase in a single quarter signals extreme conviction. This isn't a small allocation - it's a major thesis on NVIDIA's future.
What Citadel likely sees: Continued AI infrastructure buildout, data center demand, gaming recovery, and automotive growth. Their quant models probably show NVDA as undervalued relative to growth trajectory.
$1.8B (+142%)
Massive increase. Now top 3 position in portfolio.
$743M (+34%)
Significant accumulation began. Building position.
$554M (+12%)
Modest increase. Testing the waters.
$495M (New)
Initial position established post-earnings.
Citadel isn't alone. Our whale tracker shows 5 major funds increased NVDA positions this quarter:
When this many smart-money players pile into the same stock, it's worth paying attention.