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
FULT icon
626
Fulton Financial
FULT
$4.73B
$6.33M 0.03%
311,234
-621,221
-67% -$12.8M
HUBG icon
627
HUB Group
HUBG
$2.99B
$6.32M 0.03%
175,468
+79,807
+83% +$3.37M
CSTM icon
628
Constellium
CSTM
$4B
$6.2M 0.02%
252,168
-262,441
-51% -$6.24M
CHRD icon
629
Chord Energy
CHRD
$7.62B
$6.08M 0.02%
+42,750
New +$4.66M
HNI icon
630
HNI Corp
HNI
$3.13B
$6.06M 0.02%
181,529
-259,596
-59% -$11.5M
NWG icon
631
NatWest
NWG
$72.7B
$6.06M 0.02%
+406,523
New +$6.75M
DSGX icon
632
Descartes Systems
DSGX
$5.96B
$6.04M 0.02%
84,359
-176,813
-68% -$13.1M
CASH icon
633
Pathward Financial
CASH
$1.85B
$6.02M 0.02%
67,422
-32,971
-33% -$2.87M
CUBI icon
634
Customers Bancorp
CUBI
$2.64B
$5.96M 0.02%
85,865
-80,971
-49% -$5.89M
INTR icon
635
Inter&Co
INTR
$2.41B
$5.93M 0.02%
745,219
-152,488
-17% -$1.32M
NBR icon
636
Nabors Industries
NBR
$1.2B
$5.9M 0.02%
68,563
+36,652
+115% +$2.66M
TSCO icon
637
Tractor Supply
TSCO
$16.6B
$5.81M 0.02%
128,189
-849,909
-87% -$43.3M
GFL icon
638
GFL Environmental
GFL
$14.4B
$5.8M 0.02%
139,095
+831
+0.6% +$35.5K
BLBD icon
639
Blue Bird Corp
BLBD
$2.37B
$5.78M 0.02%
101,710
-113,890
-53% -$6.14M
SMFG icon
640
Sumitomo Mitsui Financial
SMFG
$168B
$5.74M 0.02%
290,698
-238,788
-45% -$5.02M
KOF icon
641
Coca-Cola Femsa
KOF
$21.5B
$5.68M 0.02%
58,265
-23,379
-29% -$2.42M
PHIN icon
642
Phinia Inc
PHIN
$2.91B
$5.64M 0.02%
82,423
-13,056
-14% -$912K
TFIN icon
643
Triumph Financial Inc
TFIN
$1.84B
$5.59M 0.02%
93,615
-33,131
-26% -$2.07M
PAM icon
644
Pampa Energía
PAM
$4.63B
$5.53M 0.02%
62,494
-37,172
-37% -$3.08M
UPST icon
645
Upstart Holdings
UPST
$2.7B
$5.52M 0.02%
215,345
-132,536
-38% -$4.66M
LCII icon
646
LCI Industries
LCII
$2.55B
$5.47M 0.02%
44,503
-16,397
-27% -$2.24M
NCNO icon
647
nCino
NCNO
$1.87B
$5.47M 0.02%
365,289
-109,681
-23% -$2.06M
THO icon
648
Thor Industries
THO
$4.07B
$5.47M 0.02%
+68,412
New +$6.97M
INVA icon
649
Innoviva
INVA
$1.59B
$5.46M 0.02%
234,359
-247,462
-51% -$5.33M
SJM icon
650
J.M. Smucker
SJM
$12.7B
$5.42M 0.02%
56,243
-5,601
-9% -$587K
24 25
26
27 28

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.