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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
+13.23%
1 Year Est. Return
+28.08%
3 Year Est. Return
+85.2%
5 Year Est. Return
+73.43%
10 Year Est. Return
+582.16%
AUM
$29.8B
AUM Growth
+$2.65B
Cap. Flow
+$1.21B
Cap. Flow %
4.05%
Top 10 Hldgs %
13.48%
Holding
1,438
New
306
Increased
401
Reduced
445
Closed
285

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$330M
2
MSFT icon
Microsoft
MSFT
+$276M
3
AVGO icon
Broadcom
AVGO
+$261M
4
COST icon
Costco
COST
+$242M
5
HOOD icon
Robinhood
HOOD
+$183M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$329M
2
AAPL icon
Apple
AAPL
+$307M
3
UNH icon
UnitedHealth
UNH
+$219M
4
CVNA icon
Carvana
CVNA
+$192M
5
NVDA icon
NVIDIA
NVDA
+$173M

Sector Composition

Rank Sector Weight
1 Technology 25.72%
2 Industrials 14.26%
3 Financials 14.11%
4 Consumer Discretionary 12.14%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HGV icon
701
Hilton Grand Vacations
HGV
$3.49B
$5.84M 0.02%
139,682
-5,710
-4% -$263K
LOB icon
702
Live Oak Bancshares
LOB
$2B
$5.82M 0.02%
165,283
-39,881
-19% -$1.37M
FSLY icon
703
Fastly Inc
FSLY
$4.51B
$5.8M 0.02%
678,274
-551,340
-45% -$4.08M
BALL icon
704
Ball Corp
BALL
$16.4B
$5.78M 0.02%
+114,584
New +$6.19M
DOLE icon
705
Dole
DOLE
$1.25B
$5.76M 0.02%
428,696
+416,311
+3,361% +$5.84M
TFIN icon
706
Triumph Financial Inc
TFIN
$1.88B
$5.74M 0.02%
114,762
+52,101
+83% +$3.07M
BNL icon
707
Broadstone Net Lease
BNL
$4.36B
$5.73M 0.02%
320,500
+171,528
+115% +$2.95M
AUPH icon
708
Aurinia Pharmaceuticals
AUPH
$2.02B
$5.66M 0.02%
+512,569
New +$5.6M
OFG icon
709
OFG Bancorp
OFG
$2.26B
$5.63M 0.02%
129,394
+11,929
+10% +$523K
EQR icon
710
Equity Residential
EQR
$24.9B
$5.62M 0.02%
86,747
+71,409
+466% +$4.67M
BMA icon
711
Banco Macro
BMA
$5.2B
$5.6M 0.02%
132,385
+87,610
+196% +$5.35M
VAC icon
712
Marriott Vacations Worldwide
VAC
$4.12B
$5.59M 0.02%
83,933
-27,257
-25% -$2.1M
PHIN icon
713
Phinia Inc
PHIN
$2.71B
$5.58M 0.02%
97,138
+82,313
+555% +$4.44M
MMSI icon
714
Merit Medical Systems
MMSI
$5.44B
$5.56M 0.02%
+66,847
New +$5.82M
SHG icon
715
Shinhan Financial Group
SHG
$35.2B
$5.56M 0.02%
110,419
-48,325
-30% -$2.36M
HTH icon
716
Hilltop Holdings
HTH
$2.28B
$5.56M 0.02%
166,298
-41,085
-20% -$1.34M
LEG icon
717
Leggett & Platt
LEG
$1.31B
$5.51M 0.02%
620,594
-62,437
-9% -$595K
JMIA
718
Jumia Technologies
JMIA
$788M
$5.49M 0.02%
+473,181
New +$3.46M
SON icon
719
Sonoco
SON
$5.74B
$5.47M 0.02%
126,937
-83,070
-40% -$3.84M
MAA icon
720
Mid-America Apartment Communities
MAA
$15.7B
$5.41M 0.02%
38,709
-21,373
-36% -$3.09M
FOLD
721
DELISTED
Amicus Therapeutics
FOLD
$5.41M 0.02%
686,344
-1,536,497
-69% -$10.9M
TDOC icon
722
Teladoc Health
TDOC
$1.27B
$5.4M 0.02%
698,341
-971,979
-58% -$7.59M
GSL icon
723
Global Ship Lease
GSL
$1.52B
$5.39M 0.02%
175,514
-25,418
-13% -$757K
CHCO icon
724
City Holding Co
CHCO
$2.08B
$5.38M 0.02%
43,445
+5,551
+15% +$696K
CBRL icon
725
Cracker Barrel
CBRL
$1.31B
$5.38M 0.02%
122,052
-147,444
-55% -$8.52M
27 28
29
30 31

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Voloridge Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Voloridge Investment Management held 1,438 positions worth $29.8B, up 9.8% from $27.1B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Voloridge Investment Management deployed $1.21B of net new capital in Q3 2025, opening 306 new positions and adding to 401 existing holdings. Its largest new stake was Accenture: 1,263,965 shares worth $312M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Apple, an estimated $307M trimmed.

  • Voloridge Investment Management's largest Q3 2025 buy was Accenture: 1,263,965 shares worth $312M.
  • Voloridge Investment Management added most to Microsoft in Q3 2025, an estimated $276M increase.
  • Voloridge Investment Management's biggest Q3 2025 reduction was Apple, cutting an estimated $307M.
  • Voloridge Investment Management fully exited Intuit in Q3 2025, selling an estimated $329M.
  • Voloridge Investment Management's ten largest holdings make up 13% of its $29.8B portfolio in Q3 2025.
  • Voloridge Investment Management opened 306 new positions and closed 285 in Q3 2025.
  • Voloridge Investment Management's portfolio value rose 9.8% quarter-over-quarter to $29.8B.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.