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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
(+9.8%)
Cap. Flow
+$1.21B
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
13.48%
Holding
1,438
New
306
Increased
401
Reduced
445
Closed
285
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$330M |
| 2 |
Microsoft
MSFT
|
+$276M |
| 3 |
Broadcom
AVGO
|
+$261M |
| 4 |
Costco
COST
|
+$242M |
| 5 |
Robinhood
HOOD
|
+$183M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$329M |
| 2 |
Apple
AAPL
|
+$307M |
| 3 |
UnitedHealth
UNH
|
+$219M |
| 4 |
Carvana
CVNA
|
+$192M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1001
Shell
SHEL
$249B
| $1.32M | ﹤0.01% |
+18,446
| New | +$1.33M |
|
1002
Employers Holdings
EIG
$864M
| $1.31M | ﹤0.01% |
30,844
-111
| -0.4% | -$4.83K |
|
1003
Acadia Healthcare
ACHC
$2.95B
| $1.3M | ﹤0.01% |
52,619
-285,586
| -84% | -$6.37M |
|
1004
News Corp Class B
NWS
$17.7B
| $1.3M | ﹤0.01% |
+37,540
| New | +$1.27M |
|
1005
AbCellera Biologics
ABCL
$3.18B
| $1.3M | ﹤0.01% |
+257,735
| New | +$1.14M |
|
1006
American States Water
AWR
$3.49B
| $1.29M | ﹤0.01% |
+17,572
| New | +$1.31M |
|
1007
Oxford Industries
OXM
$538M
| $1.28M | ﹤0.01% |
31,612
-14,356
| -31% | -$622K |
|
|
HSAI
1008
Hesai Group
HSAI
$2.99B
| $1.28M | ﹤0.01% |
+45,426
| New | +$1.11M |
|
|
MOMO
1009
Hello Group
MOMO
$867M
| $1.27M | ﹤0.01% |
+171,252
| New | +$1.4M |
|
|
YALA
1010
Yalla Group
YALA
$821M
| $1.27M | ﹤0.01% |
168,702
-81,099
| -32% | -$625K |
|
1011
FIGS
FIGS
$2.4B
| $1.26M | ﹤0.01% |
+187,825
| New | +$1.24M |
|
1012
Mercury Insurance
MCY
$5.84B
| $1.24M | ﹤0.01% |
+14,642
| New | +$1.08M |
|
1013
Monarch Casino & Resort
MCRI
$2.22B
| $1.24M | ﹤0.01% |
+11,699
| New | +$1.17M |
|
1014
Crane NXT
CXT
$2.99B
| $1.23M | ﹤0.01% |
+18,309
| New | +$1.09M |
|
1015
Takeda Pharmaceutical
TAK
$55.6B
| $1.2M | ﹤0.01% |
+82,213
| New | +$1.22M |
|
1016
Independence Realty Trust
IRT
$3.96B
| $1.19M | ﹤0.01% |
+72,740
| New | +$1.26M |
|
1017
V2X
VVX
$2.55B
| $1.18M | ﹤0.01% |
+20,374
| New | +$1.09M |
|
1018
Appian
APPN
$2.49B
| $1.18M | ﹤0.01% |
+38,553
| New | +$1.16M |
|
1019
UGI
UGI
$7.53B
| $1.17M | ﹤0.01% |
35,319
-126,505
| -78% | -$4.42M |
|
1020
Pinnacle Financial Partners Inc
PNFP
$16.1B
| $1.15M | ﹤0.01% |
12,262
-1,642
| -12% | -$164K |
|
1021
Lightspeed Commerce
LSPD
$1.35B
| $1.15M | ﹤0.01% |
99,317
-89,446
| -47% | -$1.09M |
|
1022
Ecopetrol
EC
$34.9B
| $1.14M | ﹤0.01% |
+123,633
| New | +$1.11M |
|
1023
Ollie's Bargain Outlet
OLLI
$4.73B
| $1.13M | ﹤0.01% |
+8,798
| New | +$1.17M |
|
1024
SI-BONE Inc
SIBN
$852M
| $1.13M | ﹤0.01% |
76,740
-75,948
| -50% | -$1.24M |
|
1025
Virtus Investment Partners
VRTS
$1.12B
| $1.13M | ﹤0.01% |
5,944
+3,995
| +205% | +$786K |
|
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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.