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VCM

Voleon Capital Management Portfolio holdings

AUM $4.64B
1-Year Est. Return 38.78%
This Fund
S&P 500
This Quarter Est. Return
+4.5%
1 Year Est. Return
+38.78%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.65B
AUM Growth
+$555M
Cap. Flow
+$483M
Cap. Flow %
10.38%
Top 10 Hldgs %
31.6%
Holding
1,063
New
180
Increased
322
Reduced
268
Closed
293

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$27.3M
2
ORLY icon
O'Reilly Automotive
ORLY
+$23.5M
3
LLY icon
Eli Lilly
LLY
+$23.5M
4
CMG icon
Chipotle Mexican Grill
CMG
+$23.3M
5
NVDA icon
NVIDIA
NVDA
+$22.6M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$21.9M
2
PLTR icon
Palantir
PLTR
+$21.8M
3
MRK icon
Merck
MRK
+$19.8M
4
ACN icon
Accenture
ACN
+$19.6M
5
ORCL icon
Oracle
ORCL
+$15.9M

Sector Composition

Rank Sector Weight
1 Technology 30%
2 Healthcare 13.29%
3 Financials 12.56%
4 Consumer Discretionary 12.43%
5 Industrials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLUG icon
301
Plug Power
PLUG
$3.04B
$2.55M 0.05%
1,294,944
+1,274,364
+6,192% +$3.33M
IESC icon
302
IES Holdings
IESC
$15.2B
$2.54M 0.05%
6,534
+3,676
+129% +$1.48M
CHYM
303
Chime Financial
CHYM
$11.1B
$2.54M 0.05%
+100,877
New +$2.14M
DSGX icon
304
Descartes Systems
DSGX
$6.82B
$2.54M 0.05%
+28,930
New +$2.59M
TLN
305
Talen Energy Corp
TLN
$16.7B
$2.51M 0.05%
6,708
-18,733
-74% -$7.28M
SPXC icon
306
SPX Corp
SPXC
$10.8B
$2.49M 0.05%
12,462
-425
-3% -$86.7K
NXPI icon
307
NXP Semiconductors
NXPI
$60.4B
$2.48M 0.05%
11,439
+7,503
+191% +$1.61M
IFS icon
308
Intercorp Financial Services
IFS
$6.55B
$2.46M 0.05%
58,107
+39,431
+211% +$1.62M
CRWD icon
309
CrowdStrike
CRWD
$218B
$2.46M 0.05%
20,964
-23,604
-53% -$3M
BBSI icon
310
Barrett Business Services
BBSI
$804M
$2.45M 0.05%
67,742
+37,226
+122% +$1.42M
CDNS icon
311
Cadence Design Systems
CDNS
$93.4B
$2.43M 0.05%
7,788
+1,353
+21% +$441K
EXC icon
312
Exelon
EXC
$47B
$2.38M 0.05%
54,620
-113,863
-68% -$5.2M
INGM
313
Ingram Micro Holding
INGM
$6.55B
$2.36M 0.05%
+110,642
New +$2.4M
ED icon
314
Consolidated Edison
ED
$39.8B
$2.34M 0.05%
23,533
-16,783
-42% -$1.67M
U icon
315
Unity
U
$18.9B
$2.33M 0.05%
52,706
-85,671
-62% -$3.49M
PAYX icon
316
Paychex
PAYX
$42.7B
$2.29M 0.05%
20,392
+15,598
+325% +$1.83M
VET icon
317
Vermilion Energy
VET
$1.66B
$2.28M 0.05%
273,845
+173,294
+172% +$1.43M
PNC icon
318
PNC Financial Services
PNC
$101B
$2.27M 0.05%
10,883
+5,550
+104% +$1.07M
TRN icon
319
Trinity Industries
TRN
$2.38B
$2.27M 0.05%
85,871
-7,713
-8% -$210K
W icon
320
Wayfair
W
$14.6B
$2.27M 0.05%
22,602
+19,416
+609% +$1.87M
MOH icon
321
Molina Healthcare
MOH
$10.3B
$2.26M 0.05%
13,022
-12,342
-49% -$2.03M
AVAH icon
322
Aveanna Healthcare
AVAH
$2.07B
$2.24M 0.05%
274,676
-57,810
-17% -$522K
GTLB icon
323
GitLab
GTLB
$6.58B
$2.24M 0.05%
+59,754
New +$2.59M
SEM
324
DELISTED
Select Medical
SEM
$2.21M 0.05%
149,125
+64,101
+75% +$906K
DHI icon
325
D.R. Horton
DHI
$42.3B
$2.21M 0.05%
15,344
+11,423
+291% +$1.74M
11 12
13
14 15

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Voleon Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Voleon Capital Management held 1,063 positions worth $4.65B, up 14% from $4.09B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Voleon Capital Management deployed $483M of net new capital in Q4 2025, opening 180 new positions and adding to 322 existing holdings. Its largest new stake was Viridian Therapeutics: 345,713 shares worth $10.8M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Coca-Cola, an estimated $21.9M trimmed.

  • Voleon Capital Management's largest Q4 2025 buy was Viridian Therapeutics: 345,713 shares worth $10.8M.
  • Voleon Capital Management added most to Microsoft in Q4 2025, an estimated $27.3M increase.
  • Voleon Capital Management's biggest Q4 2025 reduction was Coca-Cola, cutting an estimated $21.9M.
  • Voleon Capital Management fully exited McKesson in Q4 2025, selling an estimated $11M.
  • Voleon Capital Management's ten largest holdings make up 32% of its $4.65B portfolio in Q4 2025.
  • Voleon Capital Management opened 180 new positions and closed 293 in Q4 2025.
  • Voleon Capital Management's portfolio value rose 14% quarter-over-quarter to $4.65B.

Based on Voleon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.