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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 | |
|---|---|---|---|---|---|---|
|
UNIT
1401
Uniti Group
UNIT
$2.31B
| – | – |
-264,978
| Closed | -$1.14M |
|
1402
United Parcel Service
UPS
$88.4B
| – | – |
-37,508
| Closed | -$3.79M |
|
1403
Urban Outfitters
URBN
$6.63B
| – | – |
-224,461
| Closed | -$16.3M |
|
1404
United Rentals
URI
$70.3B
| – | – |
-8,206
| Closed | -$6.18M |
|
1405
US Bancorp
USB
$101B
| – | – |
-12,896
| Closed | -$584K |
|
1406
Universal Corp
UVV
$1.13B
| – | – |
-13,418
| Closed | -$781K |
|
|
VBTX
1407
DELISTED
Veritex Holdings
VBTX
| – | – |
-74,788
| Closed | -$1.95M |
|
1408
Veeva Systems
VEEV
$39.2B
| – | – |
-300,144
| Closed | -$86.4M |
|
1409
Vera Therapeutics
VERA
$2.16B
| – | – |
-155,829
| Closed | -$3.67M |
|
1410
Vicor
VICR
$10.4B
| – | – |
-10,922
| Closed | -$495K |
|
1411
Vistra
VST
$49.2B
| – | – |
-17,820
| Closed | -$3.45M |
|
1412
Ventas
VTR
$45.7B
| – | – |
-7,321
| Closed | -$462K |
|
1413
Verizon
VZ
$195B
| – | – |
-679,836
| Closed | -$29.4M |
|
1414
Warner Bros
WBD
$69.3B
| – | – |
-1,087,878
| Closed | -$12.5M |
|
1415
Walker & Dunlop
WD
$1.45B
| – | – |
-4,218
| Closed | -$297K |
|
1416
Weave Communications
WEAV
$401M
| – | – |
-264,256
| Closed | -$2.2M |
|
1417
WIX.com
WIX
$2.88B
| – | – |
-258,146
| Closed | -$40.9M |
|
1418
Workiva
WK
$3.7B
| – | – |
-135,958
| Closed | -$9.31M |
|
1419
Walmart Inc
WMT
$923B
| – | – |
-128,610
| Closed | -$12.6M |
|
1420
Wabash National
WNC
$507M
| – | – |
-55,558
| Closed | -$591K |
|
1421
West Pharmaceutical
WST
$24.8B
| – | – |
-167,934
| Closed | -$36.7M |
|
1422
Western Union
WU
$2.23B
| – | – |
-546,458
| Closed | -$4.6M |
|
1423
Willis Towers Watson
WTW
$31.6B
| – | – |
-122,910
| Closed | -$37.7M |
|
1424
Wave Life Sciences
WVE
$1.03B
| – | – |
-683,193
| Closed | -$4.44M |
|
1425
XPeng
XPEV
$11.2B
| – | – |
-576,540
| Closed | -$10.3M |
|
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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.