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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
-2.57%
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
$27B
AUM Growth
-$1.24B
Cap. Flow
+$219M
Cap. Flow %
0.81%
Top 10 Hldgs %
8.79%
Holding
1,413
New
263
Increased
441
Reduced
444
Closed
265

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$260M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M
3
HD icon
Home Depot
HD
+$177M
4
ETN icon
Eaton
ETN
+$147M
5
TGT icon
Target
TGT
+$139M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$201M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$199M
3
BKNG icon
Booking.com
BKNG
+$198M
4
CI icon
Cigna
CI
+$189M
5
ELV icon
Elevance Health
ELV
+$178M

Sector Composition

Rank Sector Weight
1 Technology 16.21%
2 Financials 15.9%
3 Consumer Discretionary 15.45%
4 Industrials 14.99%
5 Healthcare 12.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CENX icon
926
Century Aluminum
CENX
$4.77B
$2.48M 0.01%
133,491
-647,875
-83% -$12.4M
GEF icon
927
Greif
GEF
$5B
$2.46M 0.01%
44,723
-7,911
-15% -$466K
VIV icon
928
Telefônica Brasil
VIV
$18.5B
$2.44M 0.01%
+279,705
New +$2.4M
ENS icon
929
EnerSys
ENS
$6.81B
$2.42M 0.01%
26,457
-31,558
-54% -$3.08M
WMK icon
930
Weis Markets
WMK
$1.78B
$2.39M 0.01%
31,026
-15,979
-34% -$1.15M
CM icon
931
Canadian Imperial Bank of Commerce
CM
$110B
$2.39M 0.01%
+42,437
New +$2.56M
WEX icon
932
WEX
WEX
$6.48B
$2.39M 0.01%
+15,213
New +$2.51M
WNC icon
933
Wabash National
WNC
$507M
$2.31M 0.01%
208,888
-166,016
-44% -$2.23M
AMX icon
934
America Movil
AMX
$69.7B
$2.31M 0.01%
162,145
-120,535
-43% -$1.73M
SASR
935
DELISTED
Sandy Spring Bancorp Inc
SASR
$2.29M 0.01%
82,050
+44,782
+120% +$1.42M
POST icon
936
Post Holdings
POST
$3.65B
$2.27M 0.01%
19,507
-77,109
-80% -$8.56M
VRN
937
DELISTED
Veren
VRN
$2.26M 0.01%
340,656
+40,095
+13% +$222K
FINV
938
FinVolution Group
FINV
$1.07B
$2.25M 0.01%
+234,076
New +$1.92M
ACMR icon
939
ACM Research
ACMR
$5.66B
$2.21M 0.01%
94,496
+6,029
+7% +$138K
OEC icon
940
Orion
OEC
$364M
$2.19M 0.01%
169,759
-71,359
-30% -$1.01M
SEMR
941
DELISTED
Semrush
SEMR
$2.19M 0.01%
234,220
+212,967
+1,002% +$2.9M
TRNO icon
942
Terreno Realty
TRNO
$7.48B
$2.18M 0.01%
+34,479
New +$2.24M
SUPV
943
Grupo Supervielle
SUPV
$725M
$2.18M 0.01%
166,831
+54,799
+49% +$834K
PNFP icon
944
Pinnacle Financial Partners Inc
PNFP
$16.1B
$2.18M 0.01%
20,523
-5,153
-20% -$590K
REYN icon
945
Reynolds Consumer Products
REYN
$5.53B
$2.17M 0.01%
91,085
+82,311
+938% +$2.08M
RPC
946
Ridgepost Capital
RPC
$972M
$2.16M 0.01%
+184,197
New +$2.34M
NHI icon
947
National Health Investors
NHI
$3.47B
$2.15M 0.01%
29,103
+770
+3% +$54.3K
THG icon
948
Hanover Insurance
THG
$7.74B
$2.15M 0.01%
+12,342
New +$2M
IDA icon
949
Idacorp
IDA
$8.21B
$2.14M 0.01%
18,398
-25,366
-58% -$2.84M
XRX icon
950
Xerox
XRX
$412M
$2.13M 0.01%
441,856
+278,714
+171% +$2.09M
36 37
38
39 40

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Voloridge Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Voloridge Investment Management held 1,413 positions worth $27B, down 4.4% from $28.3B the previous quarter. Its ten largest holdings account for 8.8% of the portfolio.

Voloridge Investment Management's Q1 2025 filing shows 263 new, 441 increased, 444 reduced and 265 closed positions. Its largest new stake was Berkshire Hathaway Class B: 535,000 shares worth $285M. The largest sale was NVIDIA, an estimated $201M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Voloridge Investment Management's largest Q1 2025 buy was Berkshire Hathaway Class B: 535,000 shares worth $285M.
  • Voloridge Investment Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $201M increase.
  • Voloridge Investment Management's biggest Q1 2025 reduction was Booking.com, cutting an estimated $198M.
  • Voloridge Investment Management fully exited NVIDIA in Q1 2025, selling an estimated $201M.
  • Voloridge Investment Management's ten largest holdings make up 8.8% of its $27B portfolio in Q1 2025.
  • Voloridge Investment Management opened 263 new positions and closed 265 in Q1 2025.
  • Voloridge Investment Management's portfolio value fell 4.4% quarter-over-quarter to $27B.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.