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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
SFL icon
951
SFL Corp
SFL
$1.57B
$1.78M 0.01%
+236,527
New +$2.04M
BBSI icon
952
Barrett Business Services
BBSI
$756M
$1.76M 0.01%
39,697
+27,464
+225% +$1.26M
CPAY icon
953
Corpay
CPAY
$26.9B
$1.74M 0.01%
+6,052
New +$1.93M
CVBF icon
954
CVB Financial
CVBF
$4.05B
$1.74M 0.01%
92,118
-138,995
-60% -$2.77M
LAC
955
Lithium Americas
LAC
$1.18B
$1.72M 0.01%
+301,208
New +$952K
FLG
956
Flagstar Bank National Association
FLG
$5.9B
$1.72M 0.01%
148,652
-13,975
-9% -$166K
VRSK icon
957
Verisk Analytics
VRSK
$23.5B
$1.7M 0.01%
+6,774
New +$1.86M
TWST icon
958
Twist Bioscience
TWST
$7.85B
$1.7M 0.01%
60,502
-91,900
-60% -$2.78M
CVCO icon
959
Cavco Industries
CVCO
$4.6B
$1.69M 0.01%
2,917
-18,737
-87% -$9.16M
AMR icon
960
Alpha Metallurgical Resources
AMR
$2.02B
$1.68M 0.01%
10,208
-80,291
-89% -$11.1M
TX icon
961
Ternium
TX
$10.8B
$1.67M 0.01%
48,203
-1,653
-3% -$54.2K
UHAL icon
962
U-Haul Holding Co
UHAL
$14.5B
$1.67M 0.01%
29,242
-9,818
-25% -$579K
NN icon
963
NextNav
NN
$2.62B
$1.63M 0.01%
113,650
-313,356
-73% -$4.94M
RXST icon
964
RxSight
RXST
$294M
$1.63M 0.01%
180,776
-220,859
-55% -$1.94M
NTB icon
965
Bank of N.T. Butterfield & Son
NTB
$2.5B
$1.62M 0.01%
+37,654
New +$1.7M
PR
966
Permian Resources
PR
$18B
$1.61M 0.01%
+125,968
New +$1.73M
TMHC
967
DELISTED
Taylor Morrison
TMHC
$1.59M 0.01%
24,127
-121,428
-83% -$7.99M
MAT icon
968
Mattel
MAT
$4.19B
$1.59M 0.01%
+94,617
New +$1.72M
FWONA icon
969
Liberty Media Series A
FWONA
$23.7B
$1.58M 0.01%
16,564
+7,486
+82% +$684K
MTH icon
970
Meritage Homes
MTH
$4.75B
$1.57M 0.01%
21,714
-158,404
-88% -$11.8M
AKR icon
971
Acadia Realty Trust
AKR
$2.84B
$1.56M 0.01%
77,543
-70,247
-48% -$1.35M
GFF icon
972
Griffon
GFF
$4.75B
$1.56M 0.01%
+20,438
New +$1.58M
MGRC icon
973
McGrath RentCorp
MGRC
$2.94B
$1.54M 0.01%
13,102
-18,907
-59% -$2.28M
LGND icon
974
Ligand Pharmaceuticals
LGND
$5.85B
$1.52M 0.01%
+8,596
New +$1.28M
APOG icon
975
Apogee Enterprises
APOG
$897M
$1.52M 0.01%
34,809
-5,778
-14% -$248K
37 38
39
40 41

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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.