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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
NTAP icon
26
NetApp
NTAP
$32.9B
$131M 0.53%
1,281,631
+675,477
+111% +$68.5M
LRCX icon
27
Lam Research
LRCX
$382B
$130M 0.52%
+608,317
New +$136M
MCO icon
28
Moody's
MCO
$81.7B
$130M 0.52%
297,370
+242,283
+440% +$115M
NOW icon
29
ServiceNow
NOW
$102B
$127M 0.51%
+1,217,910
New +$143M
BP icon
30
BP
BP
$113B
$127M 0.51%
2,696,678
+299,979
+13% +$11.8M
ROP icon
31
Roper Technologies
ROP
$36.3B
$126M 0.5%
355,819
-196,792
-36% -$72.6M
TTD icon
32
Trade Desk
TTD
$8.13B
$125M 0.5%
5,529,171
+1,321,088
+31% +$38.1M
MMM icon
33
3M
MMM
$89B
$125M 0.5%
860,913
+745,913
+649% +$119M
JCI icon
34
Johnson Controls International
JCI
$87.5B
$125M 0.5%
+952,296
New +$123M
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.9T
$123M 0.49%
427,250
+347,250
+434% +$109M
CL icon
36
Colgate-Palmolive
CL
$72.6B
$121M 0.49%
1,424,751
+979,829
+220% +$87.3M
CAH icon
37
Cardinal Health
CAH
$53.4B
$119M 0.48%
565,133
-86,745
-13% -$18.7M
ABT icon
38
Abbott
ABT
$180B
$119M 0.48%
+1,156,955
New +$131M
TPR icon
39
Tapestry
TPR
$28.8B
$118M 0.47%
839,397
-718,416
-46% -$102M
B
40
Barrick Mining
B
$62.2B
$116M 0.47%
2,845,310
+2,277,139
+401% +$105M
IBN icon
41
ICICI Bank
IBN
$106B
$111M 0.45%
4,299,737
+995,630
+30% +$29.2M
LUV icon
42
Southwest Airlines
LUV
$22.1B
$110M 0.44%
2,937,132
+2,767,546
+1,632% +$125M
RIG icon
43
Transocean
RIG
$5.92B
$110M 0.44%
+16,542,717
New +$93.2M
RKLB icon
44
Rocket Lab Corp
RKLB
$39.9B
$109M 0.44%
1,698,680
+437,714
+35% +$33M
AME icon
45
Ametek
AME
$55.5B
$109M 0.44%
507,748
-268,312
-35% -$59.6M
PEP icon
46
PepsiCo
PEP
$186B
$107M 0.43%
692,122
+49,255
+8% +$7.68M
A icon
47
Agilent Technologies
A
$39.1B
$105M 0.42%
919,209
+895,274
+3,740% +$114M
KR icon
48
Kroger
KR
$34.8B
$104M 0.42%
+1,439,089
New +$97.4M
ZTS icon
49
Zoetis
ZTS
$31.6B
$101M 0.4%
853,063
-291,547
-25% -$36.1M
AMD icon
50
Advanced Micro Devices
AMD
$851B
$100M 0.4%
493,166
-897,546
-65% -$192M
1
2
3 4 5

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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.