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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
CRUS icon
676
Cirrus Logic
CRUS
$6.26B
$277K 0.01%
2,337
-5,460
-70% -$672K
LPL icon
677
LG Display
LPL
$3.3B
$275K 0.01%
+65,253
New +$305K
ALLY icon
678
Ally Financial
ALLY
$13.3B
$274K 0.01%
6,054
-27,320
-82% -$1.13M
APPN icon
679
Appian
APPN
$2.54B
$273K 0.01%
7,703
-22,525
-75% -$802K
SMFG icon
680
Sumitomo Mitsui Financial
SMFG
$164B
$272K 0.01%
+14,096
New +$244K
WSC icon
681
WillScot Mobile Mini Holdings
WSC
$4.41B
$272K 0.01%
+14,443
New +$291K
GILD icon
682
Gilead Sciences
GILD
$165B
$269K 0.01%
2,188
-14,836
-87% -$1.8M
VST icon
683
Vistra
VST
$47.4B
$268K 0.01%
1,663
-5,468
-77% -$996K
KFY icon
684
Korn Ferry
KFY
$4.28B
$267K 0.01%
+4,050
New +$272K
OCUL icon
685
Ocular Therapeutix
OCUL
$2.02B
$265K 0.01%
21,822
-11,381
-34% -$138K
SMBK icon
686
SmartFinancial
SMBK
$888M
$264K 0.01%
+7,145
New +$259K
ETON icon
687
Eton Pharmaceutcials
ETON
$1.22B
$263K 0.01%
15,582
+4,632
+42% +$81.5K
OS
688
DELISTED
OneStream Inc
OS
$263K 0.01%
14,299
-29,097
-67% -$555K
ICE icon
689
Intercontinental Exchange
ICE
$84.4B
$261K 0.01%
1,611
-9,407
-85% -$1.47M
EHC icon
690
Encompass Health
EHC
$12.4B
$260K 0.01%
2,449
-6,942
-74% -$805K
CON
691
Concentra Group Holdings
CON
$4.36B
$258K 0.01%
13,122
-8,259
-39% -$165K
CLNE icon
692
Clean Energy Fuels
CLNE
$346M
$258K 0.01%
+122,827
New +$300K
DT icon
693
Dynatrace
DT
$14.2B
$254K 0.01%
5,859
+1,296
+28% +$60.4K
SNOW icon
694
Snowflake
SNOW
$115B
$253K 0.01%
1,155
-12,792
-92% -$3.12M
RYAAY icon
695
Ryanair
RYAAY
$31.3B
$247K 0.01%
3,418
-31,937
-90% -$2.08M
VERA icon
696
Vera Therapeutics
VERA
$2.36B
$245K 0.01%
+4,847
New +$172K
RKT icon
697
Rocket Companies
RKT
$38.8B
$242K 0.01%
+12,500
New +$223K
BNED icon
698
Barnes & Noble Education
BNED
$443M
$242K 0.01%
26,316
-1,835
-7% -$16.2K
CMCSA icon
699
Comcast
CMCSA
$90B
$241K 0.01%
8,060
-141,872
-95% -$4.05M
SQM icon
700
Sociedad Química y Minera de Chile
SQM
$20.6B
$240K 0.01%
+3,493
New +$192K
26 27
28
29 30

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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.