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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
-0.44%
1 Year Est. Return
+28.08%
3 Year Est. Return
+85.2%
5 Year Est. Return
+73.43%
10 Year Est. Return
+582.15%
AUM
$25B
AUM Growth
-$3.49B
Cap. Flow
-$2.38B
Cap. Flow %
-9.52%
Top 10 Hldgs %
11.01%
Holding
1,357
New
247
Increased
267
Reduced
459
Closed
382

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$306M
2
TSLA icon
Tesla
TSLA
+$273M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$218M
4
MSFT icon
Microsoft
MSFT
+$202M
5
C icon
Citigroup
C
+$165M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$528M
2
NFLX icon
Netflix
NFLX
+$467M
3
AMZN icon
Amazon
AMZN
+$274M
4
PLTR icon
Palantir
PLTR
+$273M
5
NVO
Novo Nordisk
NVO
+$245M

Sector Composition

Rank Sector Weight
1 Technology 21.63%
2 Financials 15.3%
3 Industrials 13.91%
4 Consumer Discretionary 11.43%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RNR icon
351
RenaissanceRe
RNR
$13.7B
$18.5M 0.07%
62,313
-6,842
-10% -$1.98M
PAG icon
352
Penske Automotive Group
PAG
$14.3B
$18.4M 0.07%
123,332
-7,185
-6% -$1.14M
SYK icon
353
Stryker
SYK
$127B
$18.3M 0.07%
55,793
-234,337
-81% -$84.1M
RAL
354
Ralliant Corp
RAL
$7.77B
$18.3M 0.07%
440,576
+150,323
+52% +$7.07M
GPK icon
355
Graphic Packaging
GPK
$3.26B
$18.3M 0.07%
1,837,628
+884,954
+93% +$11.2M
CGNX icon
356
Cognex
CGNX
$10.3B
$18.2M 0.07%
371,062
+91,423
+33% +$4.27M
DTM icon
357
DT Midstream
DTM
$14.9B
$18.1M 0.07%
134,709
-75,303
-36% -$9.82M
NOV icon
358
NOV
NOV
$7.45B
$18.1M 0.07%
963,256
+186,789
+24% +$3.51M
WT icon
359
WisdomTree
WT
$2.97B
$18M 0.07%
1,238,094
-150,743
-11% -$2.33M
ULTA icon
360
Ulta Beauty
ULTA
$20.4B
$18M 0.07%
+34,444
New +$21.9M
UNM icon
361
Unum
UNM
$13.8B
$17.9M 0.07%
245,290
+166,600
+212% +$12.4M
EXPO icon
362
Exponent
EXPO
$2.98B
$17.8M 0.07%
272,963
+81,352
+42% +$5.78M
SMTC icon
363
Semtech
SMTC
$11.7B
$17.7M 0.07%
+230,081
New +$18.9M
PODD icon
364
Insulet
PODD
$11.3B
$17.6M 0.07%
83,763
+51,042
+156% +$12.8M
ISRG icon
365
Intuitive Surgical
ISRG
$121B
$17.5M 0.07%
38,000
– –
EXK
366
Endeavour Silver
EXK
$2.32B
$17.5M 0.07%
1,878,441
-1,061,960
-36% -$12M
TROX icon
367
Tronox
TROX
$995M
$17.4M 0.07%
1,777,754
+1,455,348
+451% +$10.1M
BKD icon
368
Brookdale Senior Living
BKD
$3.62B
$17.3M 0.07%
1,265,973
-297,355
-19% -$4.17M
LYG icon
369
Lloyds Banking Group
LYG
$87.4B
$17.3M 0.07%
+3,441,044
New +$18.9M
BMI icon
370
Badger Meter
BMI
$3.66B
$17.3M 0.07%
113,238
-49,724
-31% -$7.81M
EOSE icon
371
Eos Energy Enterprises
EOSE
$1.23B
$17.1M 0.07%
3,444,846
+3,222,772
+1,451% +$34.6M
IT icon
372
Gartner
IT
$9.41B
$17M 0.07%
107,670
-270,795
-72% -$49.8M
SKT icon
373
Tanger
SKT
$4.82B
$17M 0.07%
499,782
+45,639
+10% +$1.57M
PANW icon
374
Palo Alto Networks
PANW
$264B
$17M 0.07%
+105,844
New +$17.8M
BR icon
375
Broadridge
BR
$17.2B
$16.8M 0.07%
+103,638
New +$19.7M
13 14
15
16 17

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Voloridge Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Voloridge Investment Management held 1,357 positions worth $25B, down 12% from $28.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Voloridge Investment Management withdrew a net $2.38B in Q1 2026, closing 382 positions and reducing 459 holdings. Its most notable exit was Novo Nordisk, an estimated $245M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Industrials.

Against the trend, Voloridge Investment Management opened a new position in Tesla worth $246M.

  • Voloridge Investment Management's largest Q1 2026 buy was Tesla: 662,844 shares worth $246M.
  • Voloridge Investment Management added most to Apple in Q1 2026, an estimated $306M increase.
  • Voloridge Investment Management's biggest Q1 2026 reduction was Costco, cutting an estimated $528M.
  • Voloridge Investment Management fully exited Novo Nordisk in Q1 2026, selling an estimated $245M.
  • Voloridge Investment Management's ten largest holdings make up 11% of its $25B portfolio in Q1 2026.
  • Voloridge Investment Management opened 247 new positions and closed 382 in Q1 2026.
  • Voloridge Investment Management's portfolio value fell 12% quarter-over-quarter to $25B.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.