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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
+0.15%
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
$28.5B
AUM Growth
-$1.34B
Cap. Flow
-$963M
Cap. Flow %
-3.39%
Top 10 Hldgs %
13.45%
Holding
1,404
New
251
Increased
413
Reduced
446
Closed
294

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$352M
2
COST icon
Costco
COST
+$317M
3
AMD icon
Advanced Micro Devices
AMD
+$295M
4
AMZN icon
Amazon
AMZN
+$285M
5
MSI icon
Motorola Solutions
MSI
+$228M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$413M
2
AVGO icon
Broadcom
AVGO
+$337M
3
ACN icon
Accenture
ACN
+$312M
4
NVDA icon
NVIDIA
NVDA
+$301M
5
MU icon
Micron Technology
MU
+$231M

Sector Composition

Rank Sector Weight
1 Technology 20.32%
2 Financials 15.02%
3 Industrials 14.46%
4 Consumer Discretionary 13.03%
5 Healthcare 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVZ icon
1251
Invesco
IVZ
$14.3B
– –
-292,442
Closed -$6.71M
JBI icon
1252
Janus International
JBI
$686M
– –
-18,914
Closed -$187K
JKHY icon
1253
Jack Henry & Associates
JKHY
$11.1B
– –
-298,623
Closed -$44.5M
JMIA
1254
Jumia Technologies
JMIA
$768M
– –
-473,181
Closed -$5.49M
KFRC icon
1255
Kforce
KFRC
$1.08B
– –
-29,536
Closed -$885K
KGS icon
1256
Kodiak Gas Services
KGS
$6.3B
– –
-210,664
Closed -$7.79M
KIM icon
1257
Kimco Realty
KIM
$16.4B
– –
-13,999
Closed -$306K
KNX icon
1258
Knight Transportation
KNX
$11.9B
– –
-61,342
Closed -$2.42M
KO icon
1259
Coca-Cola
KO
$376B
– –
-3,091,701
Closed -$205M
LBRT icon
1260
Liberty Energy
LBRT
$3.45B
– –
-515,848
Closed -$6.37M
LEG icon
1261
Leggett & Platt
LEG
$1.32B
– –
-620,594
Closed -$5.51M
LFST icon
1262
Lifestance Health
LFST
$4.67B
– –
-62,831
Closed -$346K
LNC icon
1263
Lincoln National
LNC
$8.67B
– –
-56,624
Closed -$2.28M
LOPE icon
1264
Grand Canyon Education
LOPE
$3.79B
– –
-2,782
Closed -$611K
LRCX icon
1265
Lam Research
LRCX
$422B
– –
-364,324
Closed -$48.8M
LTH icon
1266
Life Time Group Holdings
LTH
$9.9B
– –
-37,056
Closed -$1.02M
LULU icon
1267
lululemon athletica
LULU
$13.6B
– –
-164,300
Closed -$29.2M
LX
1268
LexinFintech Holdings
LX
$236M
– –
-962,107
Closed -$5.13M
LYV icon
1269
Live Nation Entertainment
LYV
$43.3B
– –
-504,240
Closed -$82.4M
MAA icon
1270
Mid-America Apartment Communities
MAA
$15.6B
– –
-38,709
Closed -$5.41M
MBLY icon
1271
Mobileye
MBLY
$7.57B
– –
-1,143,295
Closed -$16.1M
MCB icon
1272
Metropolitan Bank Holding Corp
MCB
$1.17B
– –
-7,583
Closed -$567K
MCK icon
1273
McKesson
MCK
$99.9B
– –
-13,096
Closed -$10.1M
MDU icon
1274
MDU Resources
MDU
$4.27B
– –
-37,299
Closed -$664K
META icon
1275
Meta Platforms (Facebook)
META
$1.52T
– –
-193,607
Closed -$142M
49 50
51
52 53

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Voloridge Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Voloridge Investment Management held 1,404 positions worth $28.5B, down 4.5% from $29.8B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Voloridge Investment Management withdrew a net $963M in Q4 2025, closing 294 positions and reducing 446 holdings. Its most notable exit was Broadcom, an estimated $337M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 26% a quarter earlier, followed by Financials and Industrials.

Against the trend, Voloridge Investment Management opened a new position in Motorola Solutions worth $217M.

  • Voloridge Investment Management's largest Q4 2025 buy was Motorola Solutions: 567,395 shares worth $217M.
  • Voloridge Investment Management added most to Netflix in Q4 2025, an estimated $352M increase.
  • Voloridge Investment Management's biggest Q4 2025 reduction was Microsoft, cutting an estimated $413M.
  • Voloridge Investment Management fully exited Broadcom in Q4 2025, selling an estimated $337M.
  • Voloridge Investment Management's ten largest holdings make up 13% of its $28.5B portfolio in Q4 2025.
  • Voloridge Investment Management opened 251 new positions and closed 294 in Q4 2025.
  • Voloridge Investment Management's portfolio value fell 4.5% quarter-over-quarter to $28.5B.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.