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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
CNA icon
976
CNA Financial
CNA
$13.7B
$1.51M 0.01%
+32,553
New +$1.51M
ASX icon
977
ASE Group
ASX
$102B
$1.51M 0.01%
+136,084
New +$1.42M
VTLE
978
DELISTED
Vital Energy
VTLE
$1.51M 0.01%
89,176
+6,944
+8% +$117K
IIPR icon
979
Innovative Industrial Properties
IIPR
$1.67B
$1.5M 0.01%
28,083
-107,128
-79% -$5.82M
SOUN icon
980
SoundHound AI
SOUN
$3.29B
$1.5M 0.01%
+93,213
New +$1.24M
ESS icon
981
Essex Property Trust
ESS
$18.1B
$1.49M 0.01%
5,582
-2,378
-30% -$643K
ASH icon
982
Ashland
ASH
$3.42B
$1.49M 0.01%
31,154
-45,988
-60% -$2.42M
PD icon
983
PagerDuty
PD
$876M
$1.49M 0.01%
90,228
-10,109
-10% -$161K
AAPL icon
984
Apple
AAPL
$4.41T
$1.49M 0.01%
5,849
-1,359,544
-100% -$307M
CIGI icon
985
Colliers International
CIGI
$5.15B
$1.46M ﹤0.01%
+9,349
New +$1.44M
SUPV
986
Grupo Supervielle
SUPV
$725M
$1.46M ﹤0.01%
294,096
-331,224
-53% -$2.89M
CTRI icon
987
Centuri Holdings
CTRI
$2.4B
$1.45M ﹤0.01%
+68,688
New +$1.46M
PBR.A icon
988
Petrobras Class A
PBR.A
$103B
$1.44M ﹤0.01%
+121,751
New +$1.41M
LB
989
LandBridge Co
LB
$2.12B
$1.39M ﹤0.01%
26,109
-151,331
-85% -$8.35M
WSFS icon
990
WSFS Financial
WSFS
$4.15B
$1.39M ﹤0.01%
+25,774
New +$1.46M
NRIX icon
991
Nurix Therapeutics
NRIX
$2.76B
$1.38M ﹤0.01%
149,141
-225,709
-60% -$2.34M
DHT icon
992
DHT Holdings
DHT
$3.01B
$1.37M ﹤0.01%
114,488
-61,938
-35% -$718K
PLGO
993
Pelagos Insurance Capital
PLGO
$2.08B
$1.36M ﹤0.01%
75,133
-224,491
-75% -$3.74M
MKC icon
994
McCormick & Company Non-Voting
MKC
$14.2B
$1.36M ﹤0.01%
+20,270
New +$1.42M
BKH icon
995
Black Hills Corp
BKH
$5.58B
$1.35M ﹤0.01%
21,976
-14,187
-39% -$835K
WEC icon
996
WEC Energy
WEC
$35.6B
$1.35M ﹤0.01%
11,802
-74,643
-86% -$8.09M
PONY
997
Pony AI Inc
PONY
$3.56B
$1.35M ﹤0.01%
+59,896
New +$911K
CVI icon
998
CVR Energy
CVI
$3.52B
$1.35M ﹤0.01%
+36,891
New +$1.1M
CAE icon
999
CAE Inc. Common Shares
CAE
$8.9B
$1.34M ﹤0.01%
45,115
+34,456
+323% +$970K
CWEN icon
1000
Clearway Energy Class C
CWEN
$7.06B
$1.33M ﹤0.01%
47,182
-435,888
-90% -$13.2M
38 39
40
41 42

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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.