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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
IMKTA icon
851
Ingles Markets
IMKTA
$1.66B
$3.08M 0.01%
44,339
-29,013
-40% -$1.93M
FIX icon
852
Comfort Systems
FIX
$61.2B
$3.06M 0.01%
+3,706
New +$2.51M
LKFT
853
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.83B
$3.03M 0.01%
87,572
+2,171
+3% +$69.4K
SLVM icon
854
Sylvamo
SLVM
$1.53B
$3.03M 0.01%
68,497
+44,203
+182% +$2.05M
UPBD icon
855
Upbound Group
UPBD
$1.11B
$3.02M 0.01%
+127,985
New +$3.16M
BANF icon
856
BancFirst
BANF
$3.84B
$3.02M 0.01%
23,849
-16,263
-41% -$2.1M
DUK icon
857
Duke Energy
DUK
$96.3B
$3M 0.01%
24,247
-156,969
-87% -$19M
NABL icon
858
N-able
NABL
$612M
$2.97M 0.01%
381,113
-241,080
-39% -$1.93M
VIR icon
859
Vir Biotechnology
VIR
$1.52B
$2.95M 0.01%
516,628
-272,878
-35% -$1.4M
CRAI icon
860
CRA International
CRAI
$1.06B
$2.94M 0.01%
14,111
+2,775
+24% +$533K
BTSG icon
861
BrightSpring Health Services
BTSG
$11.8B
$2.93M 0.01%
99,086
-226,699
-70% -$5.27M
JOE icon
862
St. Joe Company
JOE
$3.87B
$2.87M 0.01%
58,063
-30,320
-34% -$1.53M
NX icon
863
Quanex
NX
$1B
$2.87M 0.01%
201,985
+57,830
+40% +$1.08M
TIC
864
TIC Solutions Inc
TIC
$2.22B
$2.83M 0.01%
+212,953
New +$2.43M
PAR icon
865
PAR Technology
PAR
$741M
$2.82M 0.01%
71,143
+65,491
+1,159% +$3.62M
CNK icon
866
Cinemark Holdings
CNK
$4.32B
$2.78M 0.01%
99,226
-1,052,872
-91% -$29.1M
PAX icon
867
Patria Investments
PAX
$1.79B
$2.78M 0.01%
190,353
-36,830
-16% -$514K
POST icon
868
Post Holdings
POST
$3.65B
$2.76M 0.01%
25,712
+9,536
+59% +$1.02M
FRT icon
869
Federal Realty Investment Trust
FRT
$10.2B
$2.75M 0.01%
27,124
+5,838
+27% +$564K
HLIT icon
870
Harmonic Inc
HLIT
$1.3B
$2.74M 0.01%
+268,868
New +$2.53M
HOUS
871
DELISTED
Anywhere Real Estate
HOUS
$2.72M 0.01%
+257,159
New +$1.51M
APLE icon
872
Apple Hospitality REIT
APLE
$3.71B
$2.69M 0.01%
223,632
-57,078
-20% -$705K
SLM icon
873
SLM Corp
SLM
$5.26B
$2.68M 0.01%
+96,740
New +$3.02M
RAMP icon
874
LiveRamp
RAMP
$2.3B
$2.67M 0.01%
98,315
+34,581
+54% +$1.02M
SCL icon
875
Stepan Co
SCL
$1.48B
$2.63M 0.01%
55,101
-19,956
-27% -$1.04M
33 34
35
36 37

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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.