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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 | |
|---|---|---|---|---|---|---|
1076
Nicolet Bankshares
NIC
$3.72B
| $715K | ﹤0.01% |
+5,319
| New | +$706K |
|
|
TXNM
1077
TXNM Energy Inc
TXNM
$5.91B
| $714K | ﹤0.01% |
+12,631
| New | +$717K |
|
1078
Heritage Insurance Holdings
HRTG
$980M
| $693K | ﹤0.01% |
27,513
-17,074
| -38% | -$388K |
|
|
NTSK
1079
Netskope Inc
NTSK
$6.05B
| $682K | ﹤0.01% |
+30,000
| New | +$714K |
|
1080
MDU Resources
MDU
$4.32B
| $664K | ﹤0.01% |
+37,299
| New | +$623K |
|
1081
TC Energy
TRP
$66.3B
| $661K | ﹤0.01% |
+12,144
| New | +$610K |
|
1082
MillerKnoll
MLKN
$1.64B
| $624K | ﹤0.01% |
35,191
-174,254
| -83% | -$3.53M |
|
1083
Sociedad Química y Minera de Chile
SQM
$20.4B
| $620K | ﹤0.01% |
+14,431
| New | +$601K |
|
1084
Dime Commercial Bancshares
DCOM
$1.81B
| $612K | ﹤0.01% |
20,511
-3,983
| -16% | -$117K |
|
1085
Grand Canyon Education
LOPE
$3.7B
| $611K | ﹤0.01% |
2,782
-15,654
| -85% | -$3.01M |
|
1086
PROG Holdings
PRG
$1.64B
| $604K | ﹤0.01% |
18,652
-236,879
| -93% | -$7.77M |
|
1087
Greif
GEF
$5B
| $599K | ﹤0.01% |
10,030
-42,068
| -81% | -$2.72M |
|
|
MPT
1088
Medical Properties Trust
MPT
$2.42B
| $597K | ﹤0.01% |
117,810
-784,596
| -87% | -$3.46M |
|
1089
Eagle Bancorp
EGBN
$877M
| $591K | ﹤0.01% |
29,238
-3,045
| -9% | -$59K |
|
1090
U-Haul Holding Co Series N
UHAL.B
$12.7B
| $585K | ﹤0.01% |
+11,485
| New | +$612K |
|
1091
Photronics
PLAB
$1.97B
| $580K | ﹤0.01% |
25,253
-158,978
| -86% | -$3.4M |
|
1092
Acuity Brands
AYI
$10.8B
| $571K | ﹤0.01% |
1,658
-58,992
| -97% | -$18.8M |
|
1093
BrightView Holdings
BV
$1.08B
| $568K | ﹤0.01% |
+42,413
| New | +$630K |
|
1094
Metropolitan Bank Holding Corp
MCB
$1.17B
| $567K | ﹤0.01% |
7,583
-1,064
| -12% | -$79.9K |
|
1095
Energy Recovery
ERII
$397M
| $547K | ﹤0.01% |
35,482
-21,088
| -37% | -$297K |
|
1096
Diebold Nixdorf
DBD
$2.44B
| $526K | ﹤0.01% |
+9,223
| New | +$546K |
|
1097
Immunovant
IMVT
$8.8B
| $515K | ﹤0.01% |
+31,950
| New | +$517K |
|
|
SMA
1098
SmartStop Self Storage REIT
SMA
$1.87B
| $503K | ﹤0.01% |
+13,356
| New | +$486K |
|
1099
Endava
DAVA
$162M
| $498K | ﹤0.01% |
54,709
-232,794
| -81% | -$2.9M |
|
1100
Euronet Worldwide
EEFT
$2.66B
| $491K | ﹤0.01% |
+5,596
| New | +$537K |
|
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VAI
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.