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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
FISV
51
Fiserv Inc
FISV
$28B
$113M 0.38%
872,961
+403,606
+86% +$57.8M
B
52
Barrick Mining
B
$67.2B
$112M 0.38%
3,411,543
+1,442,179
+73% +$36.5M
RDDT icon
53
Reddit
RDDT
$30.1B
$111M 0.37%
484,621
+394,460
+438% +$80.5M
ED icon
54
Consolidated Edison
ED
$39.8B
$111M 0.37%
1,105,385
+267,127
+32% +$26.8M
ISRG icon
55
Intuitive Surgical
ISRG
$142B
$111M 0.37%
+247,203
New +$119M
TLN
56
Talen Energy Corp
TLN
$17.1B
$110M 0.37%
259,475
+214,371
+475% +$77.5M
TT icon
57
Trane Technologies
TT
$106B
$108M 0.36%
256,816
+112,956
+79% +$48.3M
OTIS icon
58
Otis Worldwide
OTIS
$27.8B
$108M 0.36%
1,183,277
+403,972
+52% +$36.7M
W icon
59
Wayfair
W
$14.1B
$108M 0.36%
+1,210,395
New +$88.7M
SWKS icon
60
Skyworks Solutions
SWKS
$10.3B
$107M 0.36%
1,388,497
+29,687
+2% +$2.21M
LITE icon
61
Lumentum
LITE
$63.8B
$105M 0.35%
644,194
+333,734
+107% +$41.6M
AER icon
62
AerCap
AER
$23.5B
$105M 0.35%
865,172
+43,719
+5% +$5.1M
CRM icon
63
Salesforce
CRM
$162B
$104M 0.35%
439,389
-127,342
-22% -$32.1M
WM icon
64
Waste Management
WM
$90.7B
$102M 0.34%
460,960
+31,070
+7% +$7M
CMCSA icon
65
Comcast
CMCSA
$91B
$101M 0.34%
3,229,756
+2,535,732
+365% +$85M
RKLB icon
66
Rocket Lab Corp
RKLB
$50B
$101M 0.34%
2,109,992
-93,079
-4% -$4.22M
CLS icon
67
Celestica
CLS
$39.1B
$100M 0.34%
405,733
-131,456
-24% -$26.5M
PGR icon
68
Progressive
PGR
$123B
$99.6M 0.33%
403,357
+380,564
+1,670% +$93.8M
MEDP icon
69
Medpace
MEDP
$16.9B
$98.2M 0.33%
190,994
-39,848
-17% -$17.4M
ANET icon
70
Arista Networks
ANET
$250B
$97.5M 0.33%
669,067
+159,997
+31% +$20.6M
REGN icon
71
Regeneron Pharmaceuticals
REGN
$82.1B
$97.2M 0.33%
172,836
-107,024
-38% -$60.5M
EXPE icon
72
Expedia Group
EXPE
$38.5B
$96.8M 0.32%
452,867
+372,798
+466% +$74.9M
GIS icon
73
General Mills
GIS
$20.2B
$96.7M 0.32%
1,918,240
+131,660
+7% +$6.6M
LMT icon
74
Lockheed Martin
LMT
$138B
$95.8M 0.32%
191,976
+87,817
+84% +$39.8M
IPG
75
DELISTED
Interpublic Group of Companies
IPG
$94.8M 0.32%
3,395,497
-633,911
-16% -$16.4M
1 2
3
4 5

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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.