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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
BHVN icon
501
Biohaven
BHVN
$2.16B
$10.3M 0.04%
1,219,830
-98,945
-8% -$1.08M
OSK icon
502
Oshkosh
OSK
$9.67B
$10.3M 0.04%
69,711
-182,788
-72% -$28.5M
SLM icon
503
SLM Corp
SLM
$4.57B
$10.3M 0.04%
479,229
+350,137
+271% +$8.28M
LPG icon
504
Dorian LPG
LPG
$1.94B
$10.3M 0.04%
299,963
-388
-0.1% -$12.3K
NSP icon
505
Insperity
NSP
$1.85B
$10.2M 0.04%
378,679
-78,683
-17% -$2.53M
JJSF icon
506
J&J Snack Foods
JJSF
$1.43B
$10.1M 0.04%
127,960
-22,869
-15% -$1.98M
FBP icon
507
First Bancorp
FBP
$4.4B
$10.1M 0.04%
474,483
-251,250
-35% -$5.41M
MRX
508
Marex Group Limited Ordinary Shares
MRX
$4.72B
$10M 0.04%
224,513
-197,958
-47% -$7.82M
BKE icon
509
Buckle
BKE
$2.19B
$9.98M 0.04%
198,169
+134,525
+211% +$6.97M
PCTY icon
510
Paylocity
PCTY
$6.71B
$9.95M 0.04%
92,086
-98,056
-52% -$12M
SHG icon
511
Shinhan Financial Group
SHG
$33.6B
$9.9M 0.04%
161,406
+51,962
+47% +$3.19M
NNN icon
512
NNN REIT
NNN
$9.39B
$9.88M 0.04%
235,116
-191,131
-45% -$8.24M
COLM icon
513
Columbia Sportswear
COLM
$3.19B
$9.84M 0.04%
179,553
-190,764
-52% -$11M
KBH icon
514
KB Home
KBH
$3.48B
$9.81M 0.04%
189,567
-57,145
-23% -$3.36M
HOG icon
515
Harley-Davidson
HOG
$2.68B
$9.8M 0.04%
484,576
-677,148
-58% -$13.3M
MIRM icon
516
Mirum Pharmaceuticals
MIRM
$6.89B
$9.62M 0.04%
104,099
-193,851
-65% -$18.2M
RRC icon
517
Range Resources
RRC
$9.11B
$9.54M 0.04%
+211,244
New +$8.23M
BYD icon
518
Boyd Gaming
BYD
$6.47B
$9.54M 0.04%
116,075
+32,938
+40% +$2.77M
BGC icon
519
BGC Group
BGC
$5.58B
$9.54M 0.04%
975,225
+58,836
+6% +$545K
ATMU icon
520
Atmus Filtration Technologies
ATMU
$4.37B
$9.51M 0.04%
167,596
-132,738
-44% -$7.84M
ACHR icon
521
Archer Aviation
ACHR
$3.64B
$9.43M 0.04%
+1,823,911
New +$13M
MRP
522
Millrose Properties Inc
MRP
$4.74B
$9.42M 0.04%
336,511
-541,857
-62% -$16.3M
SRPT icon
523
Sarepta Therapeutics
SRPT
$1.66B
$9.41M 0.04%
432,535
-445,858
-51% -$8.63M
MYRG icon
524
MYR Group
MYRG
$5.9B
$9.4M 0.04%
33,302
-56,826
-63% -$14.8M
VET icon
525
Vermilion Energy
VET
$1.73B
$9.39M 0.04%
681,440
-14,020
-2% -$149K
19 20
21
22 23

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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.