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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
BOKF icon
776
BOK Financial
BOKF
$8.58B
$2.81M 0.01%
+21,924
New +$2.82M
IPAR icon
777
Interparfums
IPAR
$3.99B
$2.79M 0.01%
30,765
-45,593
-60% -$4.32M
CENTA icon
778
Central Garden & Pet Co Class A
CENTA
$2.39B
$2.79M 0.01%
85,925
-70,727
-45% -$2.26M
CCK icon
779
Crown Holdings
CCK
$12.9B
$2.77M 0.01%
+27,672
New +$2.96M
ATRC icon
780
AtriCure
ATRC
$1.89B
$2.77M 0.01%
97,182
-123,108
-56% -$4.2M
PEGA icon
781
Pegasystems
PEGA
$4.7B
$2.74M 0.01%
+64,404
New +$2.99M
PFS icon
782
Provident Financial Services
PFS
$3.11B
$2.73M 0.01%
129,014
-273,126
-68% -$5.83M
NSIT icon
783
Insight Enterprises
NSIT
$3.71B
$2.71M 0.01%
40,501
-184,157
-82% -$15.1M
SOBO
784
South Bow Corp
SOBO
$7.79B
$2.69M 0.01%
+80,726
New +$2.45M
HP icon
785
Helmerich & Payne
HP
$3.36B
$2.68M 0.01%
74,483
-259,649
-78% -$8.86M
ADMA icon
786
ADMA Biologics
ADMA
$1.97B
$2.67M 0.01%
296,463
-726,787
-71% -$11.5M
RCI icon
787
Rogers Communications
RCI
$17.7B
$2.66M 0.01%
+69,072
New +$2.63M
BUSE icon
788
First Busey Corp
BUSE
$2.52B
$2.65M 0.01%
105,005
-110,799
-51% -$2.79M
STNG icon
789
Scorpio Tankers
STNG
$3.9B
$2.65M 0.01%
35,455
-60,242
-63% -$4.04M
UMAC icon
790
Unusual Machines
UMAC
$985M
$2.59M 0.01%
+209,101
New +$3.18M
ATHM icon
791
Autohome
ATHM
$2.46B
$2.57M 0.01%
+148,084
New +$3.04M
ANNX icon
792
Annexon
ANNX
$841M
$2.56M 0.01%
+462,068
New +$2.6M
AMRX icon
793
Amneal Pharmaceuticals
AMRX
$5.78B
$2.55M 0.01%
204,883
-358,797
-64% -$4.82M
ESS icon
794
Essex Property Trust
ESS
$18.7B
$2.52M 0.01%
+10,393
New +$2.62M
LGND icon
795
Ligand Pharmaceuticals
LGND
$5.96B
$2.5M 0.01%
12,543
+505
+4% +$99.9K
CTS icon
796
CTS Corp
CTS
$1.73B
$2.5M 0.01%
52,427
-43,127
-45% -$2.16M
LMAT icon
797
LeMaitre Vascular
LMAT
$2.26B
$2.49M 0.01%
22,792
-40,117
-64% -$3.82M
FRMI
798
Fermi Inc
FRMI
$4.61B
$2.49M 0.01%
+425,812
New +$3.73M
RJF icon
799
Raymond James Financial
RJF
$33.3B
$2.47M 0.01%
+17,036
New +$2.7M
SYBT icon
800
Stock Yards Bancorp
SYBT
$2.43B
$2.42M 0.01%
36,470
-41,924
-53% -$2.79M
30 31
32
33 34

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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.