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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
ORLY icon
51
O'Reilly Automotive
ORLY
$72.4B
$99.2M 0.4%
1,074,653
+202,272
+23% +$19M
RMD icon
52
ResMed
RMD
$28.3B
$97.9M 0.39%
436,314
+309,614
+244% +$77.2M
HDB icon
53
HDFC Bank
HDB
$119B
$95.7M 0.38%
+3,846,825
New +$120M
ASML icon
54
ASML
ASML
$675B
$94.4M 0.38%
+71,434
New +$97.9M
JHG
55
DELISTED
Janus Henderson
JHG
$92.3M 0.37%
1,796,764
+1,179,333
+191% +$58.4M
BE icon
56
Bloom Energy
BE
$52.6B
$91.9M 0.37%
678,391
+246,634
+57% +$36.2M
PAYX icon
57
Paychex
PAYX
$40.4B
$91.1M 0.37%
988,820
-362,391
-27% -$35.9M
BAC icon
58
Bank of America
BAC
$435B
$90.9M 0.36%
+1,864,689
New +$96.2M
VST icon
59
Vistra
VST
$55.1B
$90.8M 0.36%
603,776
+594,677
+6,536% +$96.3M
UNP icon
60
Union Pacific
UNP
$183B
$90.1M 0.36%
371,334
+130,287
+54% +$31.9M
ROST icon
61
Ross Stores
ROST
$76.6B
$89.2M 0.36%
411,845
+151
+0% +$30.1K
SAP icon
62
SAP
SAP
$187B
$89.2M 0.36%
520,926
+417,671
+405% +$86.2M
BX icon
63
Blackstone
BX
$104B
$86.4M 0.35%
751,468
+569,401
+313% +$74.1M
NXPI icon
64
NXP Semiconductors
NXPI
$68B
$85.4M 0.34%
433,965
+138,446
+47% +$30.7M
LVS icon
65
Las Vegas Sands
LVS
$30.5B
$85.2M 0.34%
1,580,422
+822,957
+109% +$46.8M
WULF icon
66
TeraWulf
WULF
$9.15B
$84.6M 0.34%
5,859,417
-346,877
-6% -$5.14M
AMZN icon
67
Amazon
AMZN
$2.5T
$83.3M 0.33%
400,000
-1,245,704
-76% -$274M
PH icon
68
Parker-Hannifin
PH
$125B
$83.3M 0.33%
+93,004
New +$88M
DVN icon
69
Devon Energy
DVN
$51.9B
$83M 0.33%
1,649,143
+1,637,345
+13,878% +$70.2M
PCG icon
70
PG&E
PCG
$47.8B
$82.7M 0.33%
+4,704,594
New +$80.1M
KGC icon
71
Kinross Gold
KGC
$28.5B
$82.5M 0.33%
2,703,169
+2,009,033
+289% +$65.8M
DOW icon
72
Dow Inc
DOW
$21.6B
$82.4M 0.33%
1,978,149
-1,751,805
-47% -$55.6M
TLN
73
Talen Energy Corp
TLN
$17.2B
$81M 0.32%
253,851
+115,238
+83% +$40.7M
AER icon
74
AerCap
AER
$23.9B
$78.8M 0.32%
574,252
-163,407
-22% -$23.4M
SHW icon
75
Sherwin-Williams
SHW
$78.3B
$78.6M 0.31%
245,055
+2,116
+0.9% +$728K
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.