Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $29.8B
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$561M
2
+$492M
3
+$329M
4
COST icon
Costco
COST
+$223M
5
CVNA icon
Carvana
CVNA
+$217M

Top Sells

1
+$375M
2
+$258M
3
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$180M
5
MCK icon
McKesson
MCK
+$173M

Sector Composition

1 Technology 23.28%
2 Consumer Discretionary 14.75%
3 Industrials 13.1%
4 Financials 12.96%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMRK icon
1126
Newmark Group
NMRK
$3.15B
$202K ﹤0.01%
+16,622
HST icon
1127
Host Hotels & Resorts
HST
$12.8B
$176K ﹤0.01%
+11,434
DOLE icon
1128
Dole
DOLE
$1.39B
$173K ﹤0.01%
+12,385
MYGN icon
1129
Myriad Genetics
MYGN
$552M
$165K ﹤0.01%
31,000
-511,522
PBR icon
1130
Petrobras
PBR
$81.8B
$143K ﹤0.01%
11,396
-5,259,240
ADTN icon
1131
Adtran
ADTN
$741M
$141K ﹤0.01%
15,667
-171,595
GBTG icon
1132
American Express Global Business Travel
GBTG
$3.98B
$103K ﹤0.01%
16,410
-117,117
UMBF icon
1133
UMB Financial
UMBF
$9.27B
– –
-97,196
UMC icon
1134
United Microelectronic
UMC
$23.4B
– –
-411,303
UNF icon
1135
Unifirst Corp
UNF
$3.79B
– –
-9,326
UNM icon
1136
Unum
UNM
$12.7B
– –
-136,714
UPBD icon
1137
Upbound Group
UPBD
$1.17B
– –
-79,685
AD
1138
Array Digital Infrastructure
AD
$4.99B
– –
-8,396
USLM icon
1139
United States Lime & Minerals
USLM
$3.77B
– –
-7,393
V icon
1140
Visa
V
$633B
– –
-680,926
VIPS icon
1141
Vipshop
VIPS
$8.24B
– –
-1,146,065
VIST icon
1142
Vista Energy
VIST
$5.11B
– –
-87,142
VKTX icon
1143
Viking Therapeutics
VKTX
$3.83B
– –
-319,211
VNET
1144
VNET Group
VNET
$2.84B
– –
-1,941,779
VRNS icon
1145
Varonis Systems
VRNS
$3.95B
– –
-37,971
VRSK icon
1146
Verisk Analytics
VRSK
$30.7B
– –
-267,020
VRSN icon
1147
VeriSign
VRSN
$23.1B
– –
-100,570
VVV icon
1148
Valvoline
VVV
$4.01B
– –
-196,221
VVX icon
1149
V2X
VVX
$2.12B
– –
-28,325
WCC icon
1150
WESCO International
WCC
$13.7B
– –
-9,866
44 45
46
47 48