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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
+13.45%
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
$27.1B
AUM Growth
+$119M
Cap. Flow
-$1.81B
Cap. Flow %
-6.69%
Top 10 Hldgs %
12.63%
Holding
1,443
New
295
Increased
336
Reduced
501
Closed
311

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$447M
2
MSFT icon
Microsoft
MSFT
+$429M
3
INTU icon
Intuit
INTU
+$283M
4
UNH icon
UnitedHealth
UNH
+$252M
5
COST icon
Costco
COST
+$224M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$375M
2
COR icon
Cencora
COR
+$248M
3
V icon
Visa
V
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$188M
5
MCK icon
McKesson
MCK
+$167M

Sector Composition

Rank Sector Weight
1 Technology 23.19%
2 Consumer Discretionary 14.78%
3 Industrials 13.13%
4 Financials 13.02%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIV icon
876
Telefônica Brasil
VIV
$18.5B
$3.08M 0.01%
270,170
-9,535
-3% -$93.7K
HEI.A icon
877
HEICO Corp Class A
HEI.A
$38B
$3.08M 0.01%
11,902
-22,299
-65% -$4.88M
CR icon
878
Crane Co
CR
$12.9B
$3.05M 0.01%
16,058
+2,222
+16% +$369K
OPRA
879
Opera Ltd
OPRA
$1.78B
$3M 0.01%
158,952
+56,816
+56% +$974K
SYBT icon
880
Stock Yards Bancorp
SYBT
$2.64B
$2.98M 0.01%
37,727
+26,473
+235% +$1.93M
HP icon
881
Helmerich & Payne
HP
$4.29B
$2.98M 0.01%
+196,321
New +$3.6M
PRK icon
882
Park National Corp
PRK
$3.72B
$2.97M 0.01%
17,741
-6,020
-25% -$948K
NSIT icon
883
Insight Enterprises
NSIT
$4.54B
$2.96M 0.01%
21,449
-10,520
-33% -$1.42M
HLIO icon
884
Helios Technologies
HLIO
$2.67B
$2.92M 0.01%
87,536
+46,053
+111% +$1.39M
XPEL icon
885
XPEL
XPEL
$1.35B
$2.9M 0.01%
80,910
+49,978
+162% +$1.65M
SIBN icon
886
SI-BONE Inc
SIBN
$852M
$2.87M 0.01%
+152,688
New +$2.53M
BIO icon
887
Bio-Rad Laboratories Class A
BIO
$9.68B
$2.86M 0.01%
11,849
+10,770
+998% +$2.55M
LNT icon
888
Alliant Energy
LNT
$18.2B
$2.83M 0.01%
46,779
-39,158
-46% -$2.4M
BFAM icon
889
Bright Horizons
BFAM
$3.76B
$2.81M 0.01%
+22,735
New +$2.79M
FIP icon
890
FTAI Infrastructure
FIP
$533M
$2.8M 0.01%
454,065
+53,338
+13% +$270K
HWC icon
891
Hancock Whitney
HWC
$6.34B
$2.78M 0.01%
48,475
-56,721
-54% -$3.02M
SNEX icon
892
StoneX
SNEX
$8.37B
$2.78M 0.01%
68,567
-304,047
-82% -$11.4M
KFRC icon
893
Kforce
KFRC
$1.03B
$2.77M 0.01%
67,375
+43,193
+179% +$1.81M
DRH icon
894
Diamondrock Hospitality Co
DRH
$2.5B
$2.75M 0.01%
+358,917
New +$2.68M
AKR icon
895
Acadia Realty Trust
AKR
$2.84B
$2.74M 0.01%
147,790
-15,995
-10% -$310K
KNTK icon
896
Kinetik
KNTK
$4.12B
$2.73M 0.01%
62,077
-64,301
-51% -$2.82M
NX icon
897
Quanex
NX
$1B
$2.72M 0.01%
+144,155
New +$2.56M
MTX icon
898
Minerals Technologies
MTX
$2.25B
$2.72M 0.01%
49,402
+40,145
+434% +$2.26M
AFG icon
899
American Financial Group
AFG
$12B
$2.72M 0.01%
21,529
-37,010
-63% -$4.63M
SLGN icon
900
Silgan Holdings
SLGN
$4.3B
$2.71M 0.01%
+50,046
New +$2.65M
34 35
36
37 38

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Voloridge Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Voloridge Investment Management held 1,443 positions worth $27.1B, up 0.44% from $27B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Voloridge Investment Management withdrew a net $1.81B in Q2 2025, closing 311 positions and reducing 501 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $375M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Voloridge Investment Management opened a new position in NVIDIA worth $561M.

  • Voloridge Investment Management's largest Q2 2025 buy was NVIDIA: 3,550,170 shares worth $561M.
  • Voloridge Investment Management added most to Microsoft in Q2 2025, an estimated $429M increase.
  • Voloridge Investment Management's biggest Q2 2025 reduction was Cencora, cutting an estimated $248M.
  • Voloridge Investment Management fully exited iShares Core S&P 500 ETF in Q2 2025, selling an estimated $375M.
  • Voloridge Investment Management's ten largest holdings make up 13% of its $27.1B portfolio in Q2 2025.
  • Voloridge Investment Management opened 295 new positions and closed 311 in Q2 2025.
  • Voloridge Investment Management's portfolio value rose 0.44% quarter-over-quarter to $27.1B.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.