We are live on ! Find out more
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
MWA icon
551
Mueller Water Products
MWA
$3.92B
$8.44M 0.03%
307,137
+57,923
+23% +$1.61M
CDNS icon
552
Cadence Design Systems
CDNS
$90B
$8.34M 0.03%
+30,000
New +$8.95M
VIPS icon
553
Vipshop
VIPS
$6.84B
$8.31M 0.03%
528,940
-157,918
-23% -$2.68M
PRI icon
554
Primerica
PRI
$9.81B
$8.3M 0.03%
33,124
-9,132
-22% -$2.36M
SNX icon
555
TD Synnex
SNX
$19.4B
$8.25M 0.03%
48,877
-8,160
-14% -$1.29M
TBBK icon
556
The Bancorp
TBBK
$2.79B
$8.2M 0.03%
152,687
-16,263
-10% -$974K
SQM icon
557
Sociedad Química y Minera de Chile
SQM
$19.6B
$8.13M 0.03%
+100,461
New +$7.65M
CECO icon
558
Ceco Environmental
CECO
$4.42B
$8.01M 0.03%
134,370
+21,027
+19% +$1.35M
VOYA icon
559
Voya Financial
VOYA
$8.94B
$7.98M 0.03%
116,791
-36,668
-24% -$2.66M
GIL icon
560
Gildan
GIL
$9.25B
$7.94M 0.03%
142,722
+61,895
+77% +$4M
OTTR icon
561
Otter Tail
OTTR
$3.88B
$7.94M 0.03%
90,439
-21,582
-19% -$1.87M
BKH icon
562
Black Hills Corp
BKH
$5.73B
$7.93M 0.03%
114,185
+81,594
+250% +$5.87M
IOSP icon
563
Innospec
IOSP
$2.09B
$7.88M 0.03%
107,963
-30,438
-22% -$2.37M
TGLS icon
564
Tecnoglass
TGLS
$2.01B
$7.87M 0.03%
176,754
+673
+0.4% +$32.5K
LAD icon
565
Lithia Motors
LAD
$7.78B
$7.85M 0.03%
31,443
-32,162
-51% -$9.55M
AUPH icon
566
Aurinia Pharmaceuticals
AUPH
$1.97B
$7.83M 0.03%
528,172
-211,272
-29% -$3.09M
BF.B icon
567
Brown-Forman Class B
BF.B
$12B
$7.82M 0.03%
295,743
+182,202
+160% +$4.89M
UNH icon
568
UnitedHealth
UNH
$382B
$7.81M 0.03%
+28,860
New +$8.59M
APH icon
569
Amphenol
APH
$188B
$7.79M 0.03%
61,669
-712,600
-92% -$100M
CUK
570
DELISTED
Carnival PLC
CUK
$7.76M 0.03%
301,229
-502,214
-63% -$14.6M
ARR
571
Armour Residential REIT
ARR
$2.02B
$7.76M 0.03%
+465,357
New +$8.22M
KGS icon
572
Kodiak Gas Services
KGS
$5.96B
$7.7M 0.03%
+132,028
New +$6.41M
LAMR icon
573
Lamar Advertising Co
LAMR
$16.2B
$7.69M 0.03%
60,708
-124,195
-67% -$16.3M
FSS icon
574
Federal Signal
FSS
$7.25B
$7.64M 0.03%
70,675
-100,543
-59% -$11.4M
DVA icon
575
DaVita
DVA
$15.1B
$7.56M 0.03%
49,175
-242,954
-83% -$33M
21 22
23
24 25

Similar funds

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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.