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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
ARCB icon
926
ArcBest
ARCB
$3.44B
$688K ﹤0.01%
6,999
-12,597
-64% -$1.19M
IVT icon
927
InvenTrust Properties
IVT
$2.84B
$685K ﹤0.01%
22,485
-74,503
-77% -$2.25M
ARI
928
Apollo Commercial Real Estate
ARI
$887M
$664K ﹤0.01%
+62,895
New +$655K
IIPR icon
929
Innovative Industrial Properties
IIPR
$1.78B
$652K ﹤0.01%
+13,006
New +$656K
BIOA
930
BioAge Labs
BIOA
$968M
$638K ﹤0.01%
+36,506
New +$703K
LYV icon
931
Live Nation Entertainment
LYV
$41.2B
$635K ﹤0.01%
+4,164
New +$631K
IX icon
932
ORIX
IX
$44B
$634K ﹤0.01%
+21,133
New +$671K
SFL icon
933
SFL Corp
SFL
$1.59B
$621K ﹤0.01%
57,527
-238,141
-81% -$2.3M
CCS icon
934
Century Communities
CCS
$2B
$615K ﹤0.01%
10,723
-38,534
-78% -$2.48M
MOG.A icon
935
Moog Inc Class A
MOG.A
$13B
$599K ﹤0.01%
2,047
-44,331
-96% -$13.6M
CHH icon
936
Choice Hotels
CHH
$5.03B
$599K ﹤0.01%
5,785
-72,370
-93% -$7.53M
BAP icon
937
Credicorp
BAP
$30.9B
$589K ﹤0.01%
1,738
-51,900
-97% -$17.4M
PTRN
938
Pattern Group Inc
PTRN
$3.92B
$588K ﹤0.01%
+47,281
New +$581K
IMCR icon
939
Immunocore
IMCR
$1.78B
$588K ﹤0.01%
19,492
-8,672
-31% -$281K
FMS icon
940
Fresenius Medical Care
FMS
$13.2B
$565K ﹤0.01%
+25,050
New +$575K
WSFS icon
941
WSFS Financial
WSFS
$4.1B
$549K ﹤0.01%
8,388
-32,174
-79% -$2.03M
APOG icon
942
Apogee Enterprises
APOG
$850M
$537K ﹤0.01%
16,007
+2,724
+21% +$101K
CYD icon
943
China Yuchai International
CYD
$1.69B
$511K ﹤0.01%
13,282
-13,725
-51% -$612K
NWN icon
944
Northwest Natural Holdings
NWN
$2.17B
$505K ﹤0.01%
9,496
-19,854
-68% -$984K
SCI icon
945
Service Corp International
SCI
$11.4B
$493K ﹤0.01%
+5,976
New +$482K
ONC
946
BeOne Medicines Ltd
ONC
$33.8B
$479K ﹤0.01%
1,614
-34,925
-96% -$11.3M
ESTA icon
947
Establishment Labs
ESTA
$2.72B
$463K ﹤0.01%
8,156
-38,789
-83% -$2.65M
POWI icon
948
Power Integrations
POWI
$3.54B
$460K ﹤0.01%
8,988
-432,571
-98% -$19.9M
PCRX icon
949
Pacira BioSciences
PCRX
$1.02B
$447K ﹤0.01%
19,762
-214,680
-92% -$4.77M
MTD icon
950
Mettler-Toledo International
MTD
$26.8B
$438K ﹤0.01%
347
-6,251
-95% -$8.43M
36 37
38
39 40

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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.