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Voloridge Investment Management Portfolio holdings
AUM
$25B
1-Year Est. Return
28.08%
This Fund
S&P 500
This Quarter
Est. Return
+13.45%
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
$27.1B
AUM Growth
+$119M
(+0.44%)
Cap. Flow
-$1.81B
Cap. Flow
% of AUM
-6.69%
Top 10 Holdings %
Top 10 Hldgs %
12.63%
Holding
1,443
New
295
Increased
336
Reduced
501
Closed
311
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$447M |
| 2 |
Microsoft
MSFT
|
+$429M |
| 3 |
Intuit
INTU
|
+$283M |
| 4 |
UnitedHealth
UNH
|
+$252M |
| 5 |
Costco
COST
|
+$224M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$375M |
| 2 |
Cencora
COR
|
+$248M |
| 3 |
Visa
V
|
+$239M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$188M |
| 5 |
McKesson
MCK
|
+$167M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.19% |
| 2 | Consumer Discretionary | 14.78% |
| 3 | Industrials | 13.13% |
| 4 | Financials | 13.02% |
| 5 | Healthcare | 12.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
M/I Homes
MHO
$3.85B
| $19.7M | 0.07% |
175,599
-56,323
| -24% | -$6.12M |
|
327
Genmab
GMAB
$19.2B
| $19.6M | 0.07% |
949,178
-364,107
| -28% | -$7.47M |
|
328
Selective Insurance
SIGI
$5.6B
| $19.6M | 0.07% |
226,024
-104,773
| -32% | -$9.18M |
|
329
Insperity
NSP
$1.94B
| $19.5M | 0.07% |
324,704
+219,751
| +209% | +$15.4M |
|
330
Lowe's Companies
LOW
$124B
| $19.5M | 0.07% |
87,666
+60,088
| +218% | +$13.4M |
|
331
Owens Corning
OC
$12.6B
| $19.4M | 0.07% |
141,430
+31,333
| +28% | +$4.33M |
|
|
OS
332
DELISTED
OneStream Inc
OS
| $19.3M | 0.07% |
+681,905
| New | +$17M |
|
333
Dave Inc
DAVE
$3.95B
| $19.3M | 0.07% |
+71,852
| New | +$11.3M |
|
334
Beam Therapeutics
BEAM
$2.77B
| $19.3M | 0.07% |
1,131,793
+816,357
| +259% | +$14.2M |
|
335
ArcelorMittal
MT
$55.6B
| $19.2M | 0.07% |
607,645
-655,733
| -52% | -$19.4M |
|
336
Imperial Oil
IMO
$62.7B
| $19.2M | 0.07% |
241,294
-137,925
| -36% | -$9.85M |
|
337
Kodiak Gas Services
KGS
$6.17B
| $19.1M | 0.07% |
558,651
-124,312
| -18% | -$4.3M |
|
338
Universal Health Services
UHS
$9.94B
| $19M | 0.07% |
104,989
+10,634
| +11% | +$1.92M |
|
339
Hudbay
HBM
$12.3B
| $19M | 0.07% |
+1,791,453
| New | +$14.9M |
|
340
TechnipFMC
FTI
$29.5B
| $19M | 0.07% |
+550,849
| New | +$16.6M |
|
341
Bank of Montreal
BMO
$127B
| $18.9M | 0.07% |
171,290
-316,536
| -65% | -$31.9M |
|
342
Insulet
PODD
$10B
| $18.8M | 0.07% |
+59,974
| New | +$17.3M |
|
343
Kinross Gold
KGC
$32.3B
| $18.8M | 0.07% |
+1,203,819
| New | +$17.5M |
|
344
Pagaya Technologies
PGY
$1.77B
| $18.8M | 0.07% |
879,715
+31,118
| +4% | +$443K |
|
345
Box
BOX
$4.55B
| $18.7M | 0.07% |
+545,914
| New | +$17.9M |
|
346
Harmony Gold Mining
HMY
$12.2B
| $18.6M | 0.07% |
+1,332,901
| New | +$20.1M |
|
347
Middleby
MIDD
$5.43B
| $18.5M | 0.07% |
128,594
+111,750
| +663% | +$15.7M |
|
348
Dentsply Sirona
XRAY
$2.31B
| $18.5M | 0.07% |
1,164,550
-306,634
| -21% | -$4.59M |
|
349
Federated Hermes
FHI
$4.7B
| $18.5M | 0.07% |
417,166
+143,460
| +52% | +$5.9M |
|
350
RPM International
RPM
$14.9B
| $18.4M | 0.07% |
167,350
+104,800
| +168% | +$11.5M |
|
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Voloridge Investment Management's Q2 2025 Portfolio in Review
As of Q2 2025, Voloridge Investment Management held 1,443 positions worth $27.1B, up 0.44% from $27B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Voloridge Investment Management withdrew a net $1.81B in Q2 2025, closing 311 positions and reducing 501 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $375M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Industrials.
Against the trend, Voloridge Investment Management opened a new position in NVIDIA worth $561M.
- Voloridge Investment Management's largest Q2 2025 buy was NVIDIA: 3,550,170 shares worth $561M.
- Voloridge Investment Management added most to Microsoft in Q2 2025, an estimated $429M increase.
- Voloridge Investment Management's biggest Q2 2025 reduction was Cencora, cutting an estimated $248M.
- Voloridge Investment Management fully exited iShares Core S&P 500 ETF in Q2 2025, selling an estimated $375M.
- Voloridge Investment Management's ten largest holdings make up 13% of its $27.1B portfolio in Q2 2025.
- Voloridge Investment Management opened 295 new positions and closed 311 in Q2 2025.
- Voloridge Investment Management's portfolio value rose 0.44% quarter-over-quarter to $27.1B.
Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.