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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
AEP icon
776
American Electric Power
AEP
$68.4B
– –
-7,631
Closed -$858K
AES icon
777
AES
AES
$10.5B
– –
-19,242
Closed -$253K
AFG icon
778
American Financial Group
AFG
$12.1B
– –
-6,757
Closed -$985K
AFL icon
779
Aflac
AFL
$63.4B
– –
-7,122
Closed -$796K
AFRM icon
780
Affirm
AFRM
$25.2B
– –
-72,809
Closed -$5.32M
AGIO icon
781
Agios Pharmaceuticals
AGIO
$1.93B
– –
-6,682
Closed -$268K
AGL icon
782
Agilon Health
AGL
$1.6B
– –
-109,642
Closed -$2.82M
AIG icon
783
American International
AIG
$41.8B
– –
-5,032
Closed -$395K
AJG icon
784
Arthur J. Gallagher & Co
AJG
$63.6B
– –
-3,618
Closed -$1.12M
ALGM icon
785
Allegro MicroSystems
ALGM
$8.16B
– –
-14,099
Closed -$412K
ALLE icon
786
Allegion
ALLE
$14.4B
– –
-1,312
Closed -$233K
ALTG icon
787
Alta Equipment Group
ALTG
$244M
– –
-25,897
Closed -$187K
AMC icon
788
AMC Entertainment Holdings
AMC
$2.31B
– –
-20,380
Closed -$59.1K
AMD icon
789
Advanced Micro Devices
AMD
$789B
– –
-8,589
Closed -$1.39M
AMKR icon
790
Amkor Technology
AMKR
$13.7B
– –
-74,889
Closed -$2.13M
AMN icon
791
AMN Healthcare
AMN
$1.4B
– –
-12,274
Closed -$238K
APD icon
792
Air Products & Chemicals
APD
$67.6B
– –
-2,948
Closed -$804K
APLS
793
DELISTED
Apellis Pharmaceuticals
APLS
– –
-32,221
Closed -$729K
APTV icon
794
Aptiv
APTV
$10.3B
– –
-3,473
Closed -$299K
ARAY icon
795
Accuray
ARAY
$34M
– –
-11,952
Closed -$20K
ARDX icon
796
Ardelyx
ARDX
$988M
– –
-42,259
Closed -$233K
ARES icon
797
Ares Management
ARES
$30.9B
– –
-3,127
Closed -$500K
ATO icon
798
Atmos Energy
ATO
$28.8B
– –
-2,259
Closed -$386K
AVTR icon
799
Avantor
AVTR
$9.19B
– –
-10,402
Closed -$130K
AWK icon
800
American Water Works
AWK
$26.9B
– –
-2,799
Closed -$390K
30 31
32
33 34

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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.