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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
AXP icon
76
American Express
AXP
$223B
$78.3M 0.31%
+258,717
New +$86.7M
HWM icon
77
Howmet Aerospace
HWM
$116B
$78.1M 0.31%
+338,907
New +$79M
GM icon
78
General Motors
GM
$74.7B
$77.6M 0.31%
1,041,546
-137,143
-12% -$10.9M
TROW icon
79
T. Rowe Price
TROW
$25B
$77.2M 0.31%
856,522
+775,629
+959% +$75.1M
ACN icon
80
Accenture
ACN
$89.9B
$75.7M 0.3%
+381,790
New +$89M
H icon
81
Hyatt Hotels
H
$17.6B
$75.5M 0.3%
525,320
+180,475
+52% +$28.6M
WFC icon
82
Wells Fargo
WFC
$261B
$75.3M 0.3%
+945,367
New +$81.2M
VEEV icon
83
Veeva Systems
VEEV
$30.3B
$73.3M 0.29%
417,517
+253,280
+154% +$49.8M
MAR icon
84
Marriott International
MAR
$98.7B
$72.8M 0.29%
222,534
+48,560
+28% +$16M
TEAM icon
85
Atlassian
TEAM
$22B
$71.2M 0.29%
+1,042,685
New +$103M
RF icon
86
Regions Financial
RF
$26.3B
$71.1M 0.28%
+2,722,006
New +$76M
OTIS icon
87
Otis Worldwide
OTIS
$27.4B
$70.9M 0.28%
919,733
-431,756
-32% -$37.8M
OVV icon
88
Ovintiv
OVV
$17.5B
$70.4M 0.28%
1,185,250
-340,273
-22% -$16.4M
SCCO icon
89
Southern Copper
SCCO
$141B
$70.1M 0.28%
411,572
+105,840
+35% +$19.4M
BLK icon
90
Blackrock
BLK
$164B
$70.1M 0.28%
72,869
-32,907
-31% -$34.6M
ALB icon
91
Albemarle
ALB
$13.5B
$68.3M 0.27%
+380,204
New +$64.9M
HUT
92
Hut 8
HUT
$12.4B
$67.9M 0.27%
1,447,415
+55,506
+4% +$3M
BBY icon
93
Best Buy
BBY
$18B
$67.8M 0.27%
1,055,587
+283,376
+37% +$18.6M
ON icon
94
ON Semiconductor
ON
$33.8B
$67.7M 0.27%
1,093,860
-1,936,917
-64% -$122M
BSX icon
95
Boston Scientific
BSX
$65.8B
$67.7M 0.27%
1,078,109
-725,804
-40% -$58.1M
CPRT icon
96
Copart
CPRT
$25.9B
$67.6M 0.27%
2,034,870
-1,043,632
-34% -$39.2M
RPM icon
97
RPM International
RPM
$13.7B
$67M 0.27%
674,362
+99,986
+17% +$10.8M
ADSK icon
98
Autodesk
ADSK
$44.3B
$66.5M 0.27%
277,788
+14,688
+6% +$3.69M
INVH icon
99
Invitation Homes
INVH
$17.7B
$65.6M 0.26%
2,638,792
+56,619
+2% +$1.48M
SWKS icon
100
Skyworks Solutions
SWKS
$9.06B
$64.5M 0.26%
1,203,587
-338,148
-22% -$19.7M
2 3
4
5 6

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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.