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Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $25B
1-Year Est. Return 28.08%
This Fund
S&P 500
This Quarter Est. Return
+13.23%
1 Year Est. Return
+28.08%
3 Year Est. Return
+85.2%
5 Year Est. Return
+73.43%
10 Year Est. Return
+582.16%
AUM
$29.8B
AUM Growth
+$2.65B
Cap. Flow
+$1.21B
Cap. Flow %
4.05%
Top 10 Hldgs %
13.48%
Holding
1,438
New
306
Increased
401
Reduced
445
Closed
285

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$330M
2
MSFT icon
Microsoft
MSFT
+$276M
3
AVGO icon
Broadcom
AVGO
+$261M
4
COST icon
Costco
COST
+$242M
5
HOOD icon
Robinhood
HOOD
+$183M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$329M
2
AAPL icon
Apple
AAPL
+$307M
3
UNH icon
UnitedHealth
UNH
+$219M
4
CVNA icon
Carvana
CVNA
+$192M
5
NVDA icon
NVIDIA
NVDA
+$173M

Sector Composition

Rank Sector Weight
1 Technology 25.72%
2 Industrials 14.26%
3 Financials 14.11%
4 Consumer Discretionary 12.14%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
226
Bristol-Myers Squibb
BMY
$130B
$32.5M 0.11%
719,953
+586,720
+440% +$27.4M
PFGC icon
227
Performance Food Group
PFGC
$17.5B
$32.3M 0.11%
310,752
-22,265
-7% -$2.23M
GL icon
228
Globe Life
GL
$14B
$32.1M 0.11%
224,488
-43,161
-16% -$5.85M
HLNE icon
229
Hamilton Lane
HLNE
$5.68B
$31.9M 0.11%
236,445
+90,588
+62% +$13.7M
AMP icon
230
Ameriprise Financial
AMP
$49.5B
$31.6M 0.11%
+64,252
New +$32.9M
PCTY icon
231
Paylocity
PCTY
$7.69B
$31.4M 0.11%
197,406
+135,179
+217% +$23.9M
NVMI
232
Nova
NVMI
$13B
$31.4M 0.11%
98,271
+11,113
+13% +$3.07M
PB icon
233
Prosperity Bancshares
PB
$8.94B
$31.4M 0.11%
473,400
+284,803
+151% +$19.6M
BJ icon
234
BJs Wholesale Club
BJ
$12B
$31.4M 0.11%
+336,479
New +$34.4M
STNE icon
235
StoneCo
STNE
$2.4B
$31.4M 0.11%
1,658,155
-8,129
-0.5% -$129K
RITM icon
236
Rithm Capital
RITM
$5.72B
$30.6M 0.1%
2,690,177
+927,340
+53% +$11.2M
BEAM icon
237
Beam Therapeutics
BEAM
$2.8B
$30.6M 0.1%
1,260,011
+128,218
+11% +$2.55M
WLK icon
238
Westlake Corp
WLK
$10B
$30.4M 0.1%
394,307
-125,949
-24% -$10.5M
MUSA icon
239
Murphy USA
MUSA
$10.1B
$30.3M 0.1%
78,158
-73,488
-48% -$29.1M
DVA icon
240
DaVita
DVA
$11.4B
$30.3M 0.1%
228,221
+220,628
+2,906% +$30.3M
PBR icon
241
Petrobras
PBR
$116B
$30.3M 0.1%
2,392,476
+2,381,080
+20,894% +$29.9M
BA icon
242
Boeing
BA
$182B
$29.9M 0.1%
138,624
-402,407
-74% -$90.7M
MIDD icon
243
Middleby
MIDD
$5.34B
$29.9M 0.1%
224,582
+95,988
+75% +$13.3M
EG icon
244
Everest Group
EG
$14B
$29.7M 0.1%
84,880
-37,741
-31% -$12.7M
HEI icon
245
HEICO Corp
HEI
$51.6B
$29.4M 0.1%
91,045
+56,593
+164% +$18M
LULU icon
246
lululemon athletica
LULU
$13.9B
$29.2M 0.1%
+164,300
New +$32.9M
RHI icon
247
Robert Half
RHI
$4.27B
$29.2M 0.1%
858,101
+62,918
+8% +$2.36M
DCI icon
248
Donaldson
DCI
$11.2B
$29.1M 0.1%
355,392
+19,687
+6% +$1.48M
RKT icon
249
Rocket Companies
RKT
$39.4B
$28.8M 0.1%
1,486,569
+690,649
+87% +$12M
CSL icon
250
Carlisle Companies
CSL
$15.4B
$28.6M 0.1%
+87,080
New +$33.2M
8 9
10
11 12

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Voloridge Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Voloridge Investment Management held 1,438 positions worth $29.8B, up 9.8% from $27.1B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Voloridge Investment Management deployed $1.21B of net new capital in Q3 2025, opening 306 new positions and adding to 401 existing holdings. Its largest new stake was Accenture: 1,263,965 shares worth $312M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Apple, an estimated $307M trimmed.

  • Voloridge Investment Management's largest Q3 2025 buy was Accenture: 1,263,965 shares worth $312M.
  • Voloridge Investment Management added most to Microsoft in Q3 2025, an estimated $276M increase.
  • Voloridge Investment Management's biggest Q3 2025 reduction was Apple, cutting an estimated $307M.
  • Voloridge Investment Management fully exited Intuit in Q3 2025, selling an estimated $329M.
  • Voloridge Investment Management's ten largest holdings make up 13% of its $29.8B portfolio in Q3 2025.
  • Voloridge Investment Management opened 306 new positions and closed 285 in Q3 2025.
  • Voloridge Investment Management's portfolio value rose 9.8% quarter-over-quarter to $29.8B.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.