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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
OWL icon
1326
Blue Owl Capital
OWL
$19.1B
– –
-48,168
Closed -$925K
PARA
1327
DELISTED
Paramount Global Class B
PARA
– –
-32,532
Closed -$420K
PCAR icon
1328
PACCAR
PCAR
$69B
– –
-217,509
Closed -$20.7M
PCG icon
1329
PG&E
PCG
$38.3B
– –
-1,556,859
Closed -$21.7M
PCT icon
1330
PureCycle Technologies
PCT
$1.44B
– –
-117,783
Closed -$1.61M
PFE icon
1331
Pfizer
PFE
$150B
– –
-1,199,447
Closed -$29.1M
PG icon
1332
Procter & Gamble
PG
$335B
– –
-880,072
Closed -$140M
PGRE
1333
DELISTED
Paramount Group
PGRE
– –
-235,399
Closed -$1.44M
PKG icon
1334
Packaging Corp of America
PKG
$22.8B
– –
-157,717
Closed -$29.7M
PL icon
1335
Planet Labs
PL
$8.73B
– –
-646,913
Closed -$3.95M
PLNT icon
1336
Planet Fitness
PLNT
$3.65B
– –
-183,408
Closed -$20M
PLUS icon
1337
ePlus
PLUS
$2.32B
– –
-6,461
Closed -$466K
PLXS icon
1338
Plexus
PLXS
$7.25B
– –
-28,213
Closed -$3.82M
PODD icon
1339
Insulet
PODD
$10.1B
– –
-59,974
Closed -$18.8M
POR icon
1340
Portland General Electric
POR
$5.74B
– –
-140,127
Closed -$5.69M
PPBI
1341
DELISTED
Pacific Premier Bancorp
PPBI
– –
-468,212
Closed -$9.87M
PRGS icon
1342
Progress Software
PRGS
$1.79B
– –
-18,519
Closed -$1.18M
PSA icon
1343
Public Storage
PSA
$60.4B
– –
-7,834
Closed -$2.3M
PSX icon
1344
Phillips 66
PSX
$90B
– –
-69,219
Closed -$8.26M
PTON icon
1345
Peloton Interactive
PTON
$2.38B
– –
-477,009
Closed -$3.31M
RPC
1346
Ridgepost Capital
RPC
$972M
– –
-45,657
Closed -$467K
QBTS icon
1347
D-Wave Quantum Inc. Common Stock
QBTS
$7.72B
– –
-388,588
Closed -$5.69M
QDEL icon
1348
QuidelOrtho
QDEL
$1.02B
– –
-56,874
Closed -$1.64M
RACE icon
1349
Ferrari
RACE
$71.6B
– –
-75,763
Closed -$37.2M
RCKT icon
1350
Rocket Pharmaceuticals
RCKT
$374M
– –
-274,875
Closed -$673K
52 53
54
55 56

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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.