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Hedge fund

Voloridge Investment Management, LLC

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1556921

Reported value
$23.5bn
93% in companies we cover
Positions we cover
723
Largest AMZN 1.7%
Copy, a year
+11.9%
S&P 500 +13.7%
Copy Sharpe ratio
0.58
S&P 500 0.74

How copying its 13F would have done

$10.0k$20.0k$40.0k 2014201620182020202220242026 $50.9k$41.6k
CopyS&P 500 $10,000 copying Voloridge Investment Management, LLC's filed holdings in companies we cover from February 14, 2014, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −35.8% (S&P 500 −31.8%); beta 1.10; alpha −2.3% a year (t = −1.23); last 12 months +14.6% against +12.1%.

Reported value by quarter

Voloridge Investment Management, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $5T $10T $15T $20T Reported value, 2013-12-31: $524.4M Reported value, 2014-03-31: $703.2M Reported value, 2014-06-30: $1B Reported value, 2014-09-30: $2.1B Reported value, 2014-12-31: $1.7B Reported value, 2015-03-31: $2.1B Reported value, 2015-06-30: $2B Reported value, 2015-09-30: $2.1B Reported value, 2015-12-31: $1.4B Reported value, 2016-03-31: $4.3B Reported value, 2016-06-30: $3.5B Reported value, 2016-09-30: $4.6B Reported value, 2016-12-31: $4.7B Reported value, 2017-03-31: $4.1B Reported value, 2017-06-30: $4B Reported value, 2017-09-30: $4.5B Reported value, 2017-12-31: $4.6B Reported value, 2018-03-31: $4.2B Reported value, 2018-06-30: $3.7B Reported value, 2018-09-30: $4.6B Reported value, 2018-12-31: $2.2B Reported value, 2019-03-31: $3.3B Reported value, 2019-06-30: $3.6B Reported value, 2019-09-30: $5.8B Reported value, 2019-12-31: $5.1B Reported value, 2020-03-31: $3.5B Reported value, 2020-06-30: $8.7B Reported value, 2020-09-30: $12B Reported value, 2020-12-31: $11.9B Reported value, 2021-03-31: $13.7B Reported value, 2021-06-30: $14.4B Reported value, 2021-09-30: $15.5B Reported value, 2021-12-31: $18.3B Reported value, 2022-03-31: $17.6B Reported value, 2022-06-30: $19.3B Reported value, 2022-09-30: $18.5B Reported value, 2022-12-31: $17.9T Reported value, 2023-03-31: $20.1B Reported value, 2023-06-30: $21.2B Reported value, 2023-09-30: $20.3B Reported value, 2023-12-31: $25.4B Reported value, 2024-03-31: $27.4B Reported value, 2024-06-30: $26.9B Reported value, 2024-09-30: $27.5B Reported value, 2024-12-31: $28.3B Reported value, 2025-03-31: $27B Reported value, 2025-06-30: $27.1B Reported value, 2025-09-30: $29.8B Reported value, 2025-12-31: $28.5B Reported value, 2026-03-31: $25B Reported value, 2026-06-30: $23.5B 2013-12-31 2016-06-30 2018-12-31 2021-06-30 2023-12-31 2026-06-30 $23.5B
View chart data
Period Reported value
2013-12-31 $524.4M
2014-03-31 $703.2M
2014-06-30 $1B
2014-09-30 $2.1B
2014-12-31 $1.7B
2015-03-31 $2.1B
2015-06-30 $2B
2015-09-30 $2.1B
2015-12-31 $1.4B
2016-03-31 $4.3B
2016-06-30 $3.5B
2016-09-30 $4.6B
2016-12-31 $4.7B
2017-03-31 $4.1B
2017-06-30 $4B
2017-09-30 $4.5B
2017-12-31 $4.6B
2018-03-31 $4.2B
2018-06-30 $3.7B
2018-09-30 $4.6B
2018-12-31 $2.2B
2019-03-31 $3.3B
2019-06-30 $3.6B
2019-09-30 $5.8B
2019-12-31 $5.1B
2020-03-31 $3.5B
2020-06-30 $8.7B
2020-09-30 $12B
2020-12-31 $11.9B
2021-03-31 $13.7B
2021-06-30 $14.4B
2021-09-30 $15.5B
2021-12-31 $18.3B
2022-03-31 $17.6B
2022-06-30 $19.3B
2022-09-30 $18.5B
2022-12-31 $17.9T
2023-03-31 $20.1B
2023-06-30 $21.2B
2023-09-30 $20.3B
2023-12-31 $25.4B
2024-03-31 $27.4B
2024-06-30 $26.9B
2024-09-30 $27.5B
2024-12-31 $28.3B
2025-03-31 $27B
2025-06-30 $27.1B
2025-09-30 $29.8B
2025-12-31 $28.5B
2026-03-31 $25B
2026-06-30 $23.5B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
AMZNAmazon1.74%$408.2m1.71M+328.2% Added
NVDANVIDIA Corporation1.41%$331.7m1.66MNew
PLTRPalantir Technologies Inc.1.35%$318.3m2.73M+1149.4% Added
BACBank of America1.30%$305.1m5.35M+187.2% Added
NBISNebius Group N.V.1.26%$296.5m1.07MNew
PEPPepsiCo1.24%$291.9m2.16M+211.5% Added
MRSHMarsh McLennan0.94%$221.8m1.33M+21.9% Added
INTUIntuit0.89%$208.8m800.0KNew
TXNTexas Instruments0.87%$204.2m685.2KNew
CVXChevron Corporation0.86%$201.8m1.22MNew
MSFTMicrosoft Corporation0.81%$190.6m511.1K−64.7% Reduced
ASMLAsml Holding NV0.80%$187.9m94.5K+32.2% Added
DOWDow Inc.0.75%$176.3m6.44M+225.7% Added
EOGEOG Resources0.75%$175.4m1.35M+26.8% Added
ZTSZoetis0.74%$173.6m2.42M+183.2% Added
CCitigroup0.73%$172.8m1.23M−15.0% Reduced
WULFTerawulf Inc.0.72%$170.0m6.88M+17.5% Added
TTTrane Technologies0.71%$167.4m340.9K+196.0% Added
COSTCostco0.69%$161.7m172.8K−39.4% Reduced
MUMicron Technology0.68%$159.3m138.0K−80.4% Reduced
ACNAccenture0.62%$146.4m1.18M+208.0% Added
GOOGLAlphabet Inc. (Class A)0.61%$142.9m400.0K−50.7% Reduced
SHWSherwin-Williams0.60%$140.0m406.6K+65.9% Added
BSXBoston Scientific0.59%$139.8m3.28M+203.8% Added
CMICummins0.59%$138.7m194.4K+79.5% Added
ORCLOracle Corporation0.58%$135.3m923.3KNew
FLEXFlex Ltd.0.57%$134.2m828.2K−11.4% Reduced
CMECME Group0.55%$128.9m583.6K+1509.0% Added
AMDAdvanced Micro Devices0.54%$127.8m220.0K−55.4% Reduced
WDCWestern Digital0.54%$127.7m200.0KNew
TAT&T0.54%$127.1m6.14MNew
ITWIllinois Tool Works0.53%$124.8m461.4K−21.0% Reduced
ZSZscaler, Inc.0.53%$124.5m882.3K+106.3% Added
CPRTCopart0.50%$117.0m4.15M+103.9% Added
VICIVici Properties0.49%$115.3m4.34M−34.2% Reduced
TTDTrade Desk, Inc.0.48%$113.4m6.27M+13.5% Added
APLDApplied Digital Corp.0.48%$113.1m3.03M+3512.5% Added
JCIJohnson Controls0.47%$110.8m758.5K−20.4% Reduced
BLKBlackRock0.45%$105.9m110.1K+51.2% Added
PYPLPayPal0.45%$104.9m2.43M+769.9% Added
CNCCentene Corporation0.44%$104.2m1.62M+2.0% Added
CAHCardinal Health0.44%$104.1m438.1K−22.5% Reduced
REGNRegeneron Pharmaceuticals0.43%$102.2m164.0K+967.2% Added
NTAPNetApp0.42%$99.4m642.4K−49.9% Reduced
MARMarriott International0.42%$98.4m265.5K+19.3% Added
AERAercap Holdings N.V.0.42%$98.1m673.2K+17.2% Added
HDBHdfc Bank LTD0.41%$97.6m3.78M−1.8% Reduced
ABBVAbbVie0.41%$95.7m380.3K+89.0% Added
AMEAmetek0.40%$95.0m392.5K−22.7% Reduced
XELXcel Energy0.40%$93.2m1.16M+186.1% Added
JNJJohnson & Johnson0.39%$92.3m363.6KNew
AAgilent Technologies0.39%$90.9m684.3K−25.6% Reduced
ROSTRoss Stores0.39%$90.6m425.7K+3.4% Added
FTNTFortinet0.39%$90.4m588.4K+25.7% Added
DHRDanaher Corporation0.38%$89.8m471.7K+44.4% Added
HLTHilton Worldwide0.38%$89.7m271.5K+128.0% Added
RFRegions Financial Corporation0.38%$89.3m2.96M+8.6% Added
RKLBRocket Lab Corp0.38%$89.2m877.9K−48.3% Reduced
WWDWoodward, Inc.0.37%$87.6m205.9K+68.5% Added
FIGFigma, Inc.0.37%$87.4m4.83M+109.8% Added
ADSKAutodesk, Inc.0.36%$85.6m440.2K+58.5% Added
UNPUnion Pacific Corporation0.36%$85.4m314.1K−15.4% Reduced
CLColgate-Palmolive0.36%$85.4m931.9K−34.6% Reduced
STMStmicroelectronics N.V.0.36%$84.8m1.13M+85.8% Added
ORLYO'Reilly Automotive0.36%$84.3m915.0K−14.9% Reduced
ULTAUlta Beauty0.35%$83.5m185.2K+437.8% Added
BEBloom Energy0.35%$82.9m273.8K−59.6% Reduced
GMGeneral Motors0.35%$82.0m1.06M+2.1% Added
TPRTapestry, Inc.0.34%$80.5m549.6K−34.5% Reduced
AXPAmerican Express0.34%$79.9m236.1K−8.7% Reduced
JDJd.com, Inc.0.34%$79.2m3.11M+243.1% Added
TSMTaiwan Semiconductor Manufacturing Co LTD0.34%$79.1m165.6K+50.3% Added
AMTAmerican Tower0.33%$78.6m480.5K−39.3% Reduced
INTCIntel0.33%$78.5m562.5KNew
AALAmerican Airlines Group Inc.0.33%$77.8m4.31MNew
CTSHCognizant0.33%$76.4m1.97M+104.9% Added
CTASCintas0.32%$75.8m445.5K+18.4% Added
SNDKSandisk0.32%$75.6m33.2K−64.6% Reduced
XPOXPO, Inc.0.32%$75.2m366.1K+186.2% Added
PGProcter & Gamble0.32%$74.1m505.1KNew
PRPermian Resources Corp0.31%$73.6m4.00M+140.7% Added
RIGTransocean Ltd.0.31%$72.3m14.80M−10.6% Reduced
ODFLOld Dominion0.30%$71.4m329.8K+33.5% Added
ICEIntercontinental Exchange0.30%$70.8m575.3KNew
GILDGilead Sciences0.30%$70.7m559.8K+70.0% Added
HCAHCA Healthcare0.30%$70.4m180.7KNew
AVYAvery Dennison0.30%$70.2m432.2K+147.9% Added
LNTAlliant Energy0.30%$70.1m918.8K+46.0% Added
MMM3M0.30%$70.1m432.9K−49.7% Reduced
PDDPDD Holdings Inc.0.30%$70.0m918.0KNew
WFCWells Fargo0.30%$69.8m844.9K−10.6% Reduced
MPMP Materials Corp. / DE0.30%$69.8m1.25M+136.3% Added
QCOMQualcomm0.30%$69.6m376.5KNew
CICigna0.29%$68.0m246.5KNew
PBRPetrobras - Petroleo Brasileiro SA0.29%$67.9m4.20M+495.6% Added
LLYLilly (Eli)0.29%$67.8m56.5K−61.8% Reduced
SWKSSkyworks Solutions, Inc.0.29%$67.5m995.2K−17.3% Reduced
LINLinde plc0.29%$67.5m130.0KNew
LYVLive Nation Entertainment0.29%$67.3m367.5K+8724.6% Added
DELLDell Technologies0.29%$67.2m155.6K−56.5% Reduced
LMTLockheed Martin0.28%$66.4m130.2K+148.1% Added
ROKURoku, Inc0.28%$66.0m477.5KNew
KHCKraft Heinz0.28%$64.8m2.74M+133.8% Added
ECHOEchoStar0.28%$64.7m637.3K+87.9% Added
XYLXylem Inc.0.28%$64.6m546.5K+18.8% Added
RPMRPM International Inc0.27%$63.4m570.6K−15.4% Reduced
PFEPfizer0.27%$62.9m2.61M−62.6% Reduced
EQIXEquinix0.27%$62.7m60.2KNew
MAMastercard0.26%$61.7m120.2K+38.5% Added
HUBSHubspot Inc0.26%$61.5m336.8K+118.5% Added
TMETencent Music Entertainment Group0.26%$61.2m7.33M+29.4% Added
CCLCarnival Corporation0.26%$61.1m2.14MNew
WSMWilliams-Sonoma, Inc.0.26%$61.1m262.0K+17.3% Added
CRBGCorebridge Financial, Inc.0.26%$60.9m2.13M−5.7% Reduced
SNOWSnowflake Inc.0.26%$60.8m238.9K+30.2% Added
TJXTJX Companies0.26%$60.1m396.5K−64.3% Reduced
RLRalph Lauren Corporation0.25%$59.6m148.5K+30.1% Added
HHyatt Hotels Corp0.25%$59.5m307.2K−41.5% Reduced
LOGILogitech International S.a.0.25%$59.0m627.3K−6.3% Reduced
HUTHut 8 Corp.0.25%$58.9m510.1K−64.8% Reduced
VVisa Inc.0.25%$58.0m169.1K−73.7% Reduced
PCGPG&E Corporation0.24%$57.1m3.40M−27.8% Reduced
EXPEExpedia Group0.24%$57.0m222.8K+46.2% Added
TLNTalen Energy Corp0.24%$57.0m148.3K−41.6% Reduced
STESteris0.24%$56.8m269.8K+67.3% Added
GEGE Aerospace0.24%$56.2m150.3K+32.4% Added
HPEHewlett Packard Enterprise0.24%$56.0m1.24MNew
ALBAlbemarle Corporation0.23%$54.1m400.4K+5.3% Added
FNBFNB Corp0.23%$53.4m2.80M+39.8% Added
NOCNorthrop Grumman0.23%$53.2m104.5KNew
NXPINXP Semiconductors0.23%$52.9m188.2K−56.6% Reduced
RMDResMed|0.22%$52.8m270.8K−37.9% Reduced
EMEEmcor0.22%$52.7m63.6K+9.5% Added
HALHalliburton0.22%$52.6m1.55MNew
IRMIron Mountain0.22%$52.1m412.7KNew
IONSIonis Pharmaceuticals Inc0.22%$52.0m655.5K−2.6% Reduced
AESAES Corporation0.22%$52.0m3.54M+22.6% Added
CFCF Industries0.22%$52.0m479.9K+306.1% Added
TELTE Connectivity0.22%$51.7m256.4K−63.9% Reduced
STLDSteel Dynamics0.22%$51.5m224.6K+797.3% Added
ROLRollins, Inc.0.22%$51.5m1.23M+184.0% Added
AYIAcuity Inc. (de)0.22%$51.4m136.4K−13.8% Reduced
WELLWelltower0.22%$51.3m226.0K+100.2% Added
CHTRCharter Communications0.22%$50.8m357.0KNew
FISVFiserv0.21%$50.6m1.03MNew
KRKroger0.21%$50.0m899.7K−37.5% Reduced
LENLennar0.21%$49.5m546.9KNew
RYAAYRyanair Holdings PLC0.20%$48.2m743.7K+63.9% Added
LVSLas Vegas Sands0.20%$47.6m1.03M−34.8% Reduced
GSGoldman Sachs0.20%$47.6m47.0KNew
CompanyBought (value)Shares
NVDANVIDIA Corporation$331.7m1.66M
AMZNAmazon$312.9m1.31M
NBISNebius Group N.V.$296.5m1.07M
PLTRPalantir Technologies Inc.$292.8m2.51M
INTUIntuit$208.8m800.0K
TXNTexas Instruments$204.2m685.2K
CVXChevron Corporation$201.8m1.22M
BACBank of America$198.9m3.49M
PEPPepsiCo$198.2m1.46M
ORCLOracle Corporation$135.3m923.3K
WDCWestern Digital$127.7m200.0K
TAT&T$127.1m6.14M
DOWDow Inc.$122.1m4.46M
CMECME Group$120.9m547.3K
ZTSZoetis$112.3m1.56M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
MUMicron Technology−$652.7m−565.4K
AAPLApple Inc.−$367.1m−1.45M
MSFTMicrosoft Corporation−$349.7m−937.4K
GEVGE Vernova−$274.1m−233.3K
TSLATesla, Inc.−$246.4m−662.8K
ADPAutomatic Data Processing−$224.1m−1.00M
SOFISoFi Technologies, Inc.−$185.3m−10.33M
VVisa Inc.−$162.9m−474.7K
AMDAdvanced Micro Devices−$158.7m−273.2K
EQTEQT Corporation−$154.9m−2.43M
BKNGBooking Holdings−$153.5m−36.4K
GOOGLAlphabet Inc. (Class A)−$146.8m−410.9K
SNDKSandisk−$138.1m−60.8K
LRCXLam Research−$130.0m−608.3K
NOWServiceNow−$127.3m−1.22M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
AAPLApple Inc.$367.1m1.45M
TSLATesla, Inc.$246.4m662.8K
EQTEQT Corporation$154.9m2.43M
BKNGBooking Holdings$153.5m36.4K
LRCXLam Research$130.0m608.3K
NOWServiceNow$127.3m1.22M
ROPRoper Technologies$125.9m355.8K
ABTAbbott Laboratories$118.8m1.16M
LUVSouthwest Airlines$110.3m2.94M
PAYXPaychex$91.1m988.8K
SAPSAP SE$89.2m520.9K
DVNDevon Energy$83.0m1.65M
HWMHowmet Aerospace$78.1m338.9K
TEAMAtlassian Corp$71.2m1.04M
OVVOvintiv Inc.$70.4m1.19M
BBYBest Buy$67.8m1.06M
ONON Semiconductor Corp$67.7m1.09M
WMBWilliams Companies$60.9m836.4K
DHID. R. Horton$60.7m442.3K
HOODRobinhood Markets$57.2m824.7K
SESea Ltd$56.8m685.4K
KMIKinder Morgan$54.8m1.63M
TDGTransDigm Group$51.8m44.7K
SGISomnigroup International Inc.$51.0m689.6K
WWayfair Inc.$49.4m657.1K
DPZDomino's$49.1m137.0K
DEDeere & Company$47.3m83.9K
CMCSAComcast$46.9m1.63M
DUOLDuolingo, Inc.$42.3m429.3K
ANETArista Networks$41.3m336.3K
  • Technology25.5%
  • Industrials14.7%
  • Financials13.3%
  • Consumer Discretionary10.5%
  • Health Care9.5%
  • Materials6.1%
  • Energy5.0%
  • Consumer Staples4.7%
  • Real Estate4.1%
  • Communication Services3.6%
  • Utilities2.9%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 14, 2014 to November 2, 2026+11.9%+13.7%0.580.74−35.8%1.10
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.4%+13.9%0.570.66−35.8%1.10
Last three yearsNovember 3, 2023 to November 2, 2026+20.1%+21.8%1.031.16−16.8%0.92
Last yearNovember 7, 2025 to November 2, 2026+16.9%+14.2%1.000.84−8.3%0.86

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.