Arkolith/Funds/Voloridge Investment Management, LLC

Voloridge Investment Management, LLC

CIK 1556921Quant / multi-strat
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Voloridge Investment Management, LLC holds a diversified book of 784 stocks worth $23.5B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Nvidia Corp and trimmed Microsoft Corp. Their largest long position is Amazon.com Inc at 2% of the equity book.

Opened
501
bought for the first time
Added to
183
already held, bought more
Trimmed
432
sold some, still holds it
Sold out
359
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
7%
Top 10 holdings
12%
Top 20 holdings
20%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
28%
Financials
15%
Industrials
14%
Consumer Discretionary
10%
Health Care
8%
Materials
7%
Energy
5%
Real Estate
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Voloridge Investment Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.6T
STATE STREET CORP80 / 80$1.0T
JPMORGAN CHASE & CO80 / 80$367.5B
MORGAN STANLEY80 / 80$343.9B
BANK OF AMERICA CORP /DE/80 / 80$207.0B
GOLDMAN SACHS GROUP INC80 / 80$166.6B
Bank of New York Mellon Corp80 / 80$144.5B
ROYAL BANK OF CANADA80 / 80$98.1B

Ranked by how many of Voloridge Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

784 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$408.2M1.71M
1.7%
+328%
Added · +1.3M sh
2Nvidia Corporation
COM
$331.7M1.66M
1.4%
New
New position
3Palantir Technologies Inc
CL A
$318.3M2.73M
1.4%
12×
Added · +2.5M sh
4Alphabet Inc
CAP STK CL C
$310.8M879.7K
1.3%
+106%
Added · +452K sh
5Bank Of Amer Corp
COM
$305.1M5.35M
1.3%
+187%
Added · +3.5M sh
6Nebius Group N.V.
SHS CLASS A
$296.5M1.07M
1.3%
New
New position
7Pepsico Inc
COM
$291.9M2.16M
1.2%
+212%
Added · +1.5M sh
8Marsh & McLennan Cos Inc
COM
$221.8M1.33M
0.9%
+22%
Added · +239K sh
9Intuit
COM
$208.8M800.0K
0.9%
New
New position
10Texas Instrs Inc
COM
$204.2M685.2K
0.9%
New
New position
11Chevron Corporation
COM
$201.8M1.22M
0.9%
New
New position
12Microsoft Corp
COM
$190.6M511.1K
0.8%
−65%
Reduced · −937K sh
13ASML Hldg NV
N Y REGISTRY SHS
$187.9M94.5K
0.8%
+32%
Added · +23K sh
14Dow Hldgs Inc
COM
$176.3M6.44M
0.7%
+226%
Added · +4.5M sh
15Eog Res Inc
COM
$175.4M1.35M
0.7%
+27%
Added · +286K sh
16Zoetis Inc
CL A
$173.6M2.42M
0.7%
+183%
Added · +1.6M sh
17Citigroup Inc
COM NEW
$172.8M1.23M
0.7%
−15%
Reduced · −219K sh
18Electronic Arts Inc
COM
$170.4M830.9K
0.7%
−20%
Reduced · −211K sh
19Terawulf Inc
COM
$170.0M6.88M
0.7%
+17%
Added · +1.0M sh
20Trane Technologies PLC
SHS
$167.4M340.9K
0.7%
+196%
Added · +226K sh
21Costco Wholesale Corporation
COM
$161.7M172.8K
0.7%
−39%
Reduced · −112K sh
22BP PLC
SPONSORED ADR
$160.5M4.34M
0.7%
+61%
Added · +1.6M sh
23Micron Technology Inc
COM
$159.3M138.0K
0.7%
−80%
Reduced · −565K sh
24Accenture PLC Ireland
SHS CLASS A
$146.4M1.18M
0.6%
+208%
Added · +794K sh
25Alphabet Inc
CAP STK CL A
$142.9M400.0K
0.6%
−51%
Reduced · −411K sh
26Sherwin Williams Co
COM
$140.0M406.6K
0.6%
+66%
Added · +162K sh
27Boston Scientific Corp
COM
$139.8M3.28M
0.6%
+204%
Added · +2.2M sh
28Cummins Inc
COM
$138.7M194.4K
0.6%
+80%
Added · +86K sh
29Oracle Corp
COM
$135.3M923.3K
0.6%
New
New position
30Flex Ltd
ORD
$134.2M828.2K
0.6%
−11%
Reduced · −107K sh
31Cme Group Inc
COM
$128.9M583.6K
0.5%
16×
Added · +547K sh
32Advanced Micro Devices Inc
COM
$127.8M220.0K
0.5%
−55%
Reduced · −273K sh
33Western Digital Corp
COM
$127.7M200.0K
0.5%
New
New position
34AT&T Inc
COM
$127.1M6.14M
0.5%
New
New position
35Illinois Tool WKS Inc
COM
$124.8M461.4K
0.5%
−21%
Reduced · −123K sh
36Zscaler Inc
COM
$124.5M882.3K
0.5%
+106%
Added · +455K sh
37Copart Inc
COM
$117.0M4.15M
0.5%
+104%
Added · +2.1M sh
38Vici Pptys Inc
COM
$115.3M4.34M
0.5%
−34%
Reduced · −2.3M sh
39The Trade Desk Inc
COM CL A
$113.4M6.27M
0.5%
+13%
Added · +744K sh
40Applied Digital Corp
COM NEW
$113.1M3.03M
0.5%
36×
Added · +2.9M sh
41Johnson Controls Internation
SHS
$110.8M758.5K
0.5%
−20%
Reduced · −194K sh
42BlackRock Inc
COM
$105.9M110.1K
0.5%
+51%
Added · +37K sh
43PayPal Hldgs Inc
COM
$104.9M2.43M
0.4%
+770%
Added · +2.1M sh
44Centene Corp Del
COM
$104.2M1.62M
0.4%
+2.0%
Added · +31K sh
45Cardinal Health Inc
COM
$104.1M438.1K
0.4%
−22%
Reduced · −127K sh
46Regeneron Pharmaceuticals
COM
$102.2M164.0K
0.4%
11×
Added · +149K sh
47Netapp Inc
COM
$99.4M642.4K
0.4%
−50%
Reduced · −639K sh
48Marriott Intl Inc New
CL A
$98.4M265.5K
0.4%
+19%
Added · +43K sh
49Aercap Holdings NV
SHS
$98.1M673.2K
0.4%
+17%
Added · +99K sh
50HDFC Bank Ltd
SPONSORED ADS
$97.6M3.78M
0.4%
−1.8%
Reduced · −68K sh
Showing 50 of 784 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026784$23.5B13F-HR
Q1 2026Mar 31, 2026May 15, 2026975$25.0B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,110$28.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,153$29.8B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,132$27.1B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,148$27.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,150$28.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,133$27.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,182$26.9B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,117$27.4B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,123$25.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,342$20.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,328$21.2B13F-HR
Q1 2023Mar 31, 2023May 15, 20231,328$20.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,398$17.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,364$18.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20221,400$19.3B13F-HR
Q1 2022Mar 31, 2022May 16, 20221,317$17.6B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,531$18.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20211,609$15.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 20211,582$14.4B13F-HR
Q1 2021Mar 31, 2021May 17, 20211,348$13.7B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20211,279$11.9B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20201,210$12.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.