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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
BIPC icon
451
Brookfield Infrastructure
BIPC
$4.85B
$950K 0.02%
+20,927
New +$948K
MATV icon
452
Mativ Holdings
MATV
$711M
$938K 0.02%
+77,229
New +$910K
EXLS icon
453
EXL Service
EXLS
$5.29B
$932K 0.02%
21,961
+7,588
+53% +$310K
HSY icon
454
Hershey
HSY
$36.6B
$928K 0.02%
5,098
+2,828
+125% +$517K
HUN icon
455
Huntsman Corp
HUN
$1.77B
$924K 0.02%
+92,428
New +$846K
NBIX icon
456
Neurocrine Biosciences
NBIX
$16.6B
$922K 0.02%
6,501
-11,791
-64% -$1.71M
SNDK
457
Sandisk
SNDK
$177B
$921K 0.02%
3,878
+1,449
+60% +$290K
CCEP icon
458
Coca-Cola Europacific Partners
CCEP
$47.9B
$909K 0.02%
+10,017
New +$905K
PAGP icon
459
Plains GP Holdings
PAGP
$4.9B
$908K 0.02%
47,455
+16,148
+52% +$291K
ABCL icon
460
AbCellera Biologics
ABCL
$2.12B
$907K 0.02%
265,325
+254,125
+2,269% +$1.13M
CYH icon
461
Community Health Systems
CYH
$423M
$907K 0.02%
+290,751
New +$978K
AMGN icon
462
Amgen
AMGN
$222B
$907K 0.02%
2,770
-11,921
-81% -$3.78M
OLLI icon
463
Ollie's Bargain Outlet
OLLI
$4.94B
$899K 0.02%
+8,198
New +$989K
WBS icon
464
Webster Financial
WBS
$12.8B
$893K 0.02%
14,191
+2,839
+25% +$169K
SHCO
465
DELISTED
Soho House & Co
SHCO
$874K 0.02%
97,591
+63,817
+189% +$566K
MRTN icon
466
Marten Transport
MRTN
$1.22B
$874K 0.02%
76,760
+36,132
+89% +$383K
IBTA icon
467
Ibotta
IBTA
$774M
$869K 0.02%
38,231
+728
+2% +$19.6K
LZ icon
468
LegalZoom.com
LZ
$988M
$860K 0.02%
86,649
+73,535
+561% +$729K
BFLY icon
469
Butterfly Network
BFLY
$2.35B
$858K 0.02%
225,727
+166,609
+282% +$453K
INSM icon
470
Insmed
INSM
$28.6B
$850K 0.02%
4,883
-42,784
-90% -$7.81M
HLI icon
471
Houlihan Lokey
HLI
$9.02B
$849K 0.02%
4,874
-2,562
-34% -$470K
SFD
472
Smithfield Foods
SFD
$9.99B
$842K 0.02%
37,692
-6,804
-15% -$150K
AN icon
473
AutoNation
AN
$6.92B
$840K 0.02%
4,070
+2,739
+206% +$570K
TENB icon
474
Tenable Holdings
TENB
$4.01B
$823K 0.02%
34,964
-64,942
-65% -$1.77M
KVYO icon
475
Klaviyo
KVYO
$4.73B
$820K 0.02%
25,247
-20,584
-45% -$577K
17 18
19
20 21

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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.