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← Voloridge Investment Management LLC, latest filing

What Voloridge Investment Management LLC changed, 2013 to 2026

51 quarterly 13F filings, from Q4 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$23.5bn

$524m at Q4 2013

Positions

784

92 at Q4 2013

Top ten weight

12%

37% at Q4 2013

Typical quarterly turnover

about 45%

Estimated from share changes

Reported book by quarter
$0$15bn$30bnQ4 2013: $524mQ1 2014: $703m14Q2 2014: $1.0bnQ3 2014: $2.1bnQ4 2014: $1.7bnQ1 2015: $2.1bn15Q2 2015: $2.0bnQ3 2015: $2.1bnQ4 2015: $1.4bnQ1 2016: $4.3bn16Q2 2016: $3.5bnQ3 2016: $4.6bnQ4 2016: $4.7bnQ1 2017: $4.1bn17Q2 2017: $4.0bnQ3 2017: $4.5bnQ4 2017: $4.6bnQ1 2018: $4.2bn18Q2 2018: $3.7bnQ3 2018: $4.6bnQ4 2018: $2.2bnQ1 2019: $3.3bn19Q2 2019: $3.6bnQ3 2019: $5.8bnQ4 2019: $5.1bnQ1 2020: $3.5bn20Q2 2020: $8.7bnQ3 2020: $12.0bnQ4 2020: $11.9bnQ1 2021: $13.7bn21Q2 2021: $14.4bnQ3 2021: $15.5bnQ4 2021: $18.3bnQ1 2022: $17.6bn22Q2 2022: $19.3bnQ3 2022: $18.5bnQ4 2022: $17.9bnQ1 2023: $20.1bn23Q2 2023: $21.2bnQ3 2023: $20.3bnQ4 2023: $25.4bnQ1 2024: $27.4bn24Q2 2024: $26.9bnQ3 2024: $27.5bnQ4 2024: $28.3bnQ1 2025: $27.0bn25Q2 2025: $27.1bnQ3 2025: $29.8bnQ4 2025: $28.5bnQ1 2026: $25.0bn26Q2 2026: $23.5bn
  • Q4 2013: $524m
  • Q1 2014: $703m
  • Q2 2014: $1.0bn
  • Q3 2014: $2.1bn
  • Q4 2014: $1.7bn
  • Q1 2015: $2.1bn
  • Q2 2015: $2.0bn
  • Q3 2015: $2.1bn
  • Q4 2015: $1.4bn
  • Q1 2016: $4.3bn
  • Q2 2016: $3.5bn
  • Q3 2016: $4.6bn
  • Q4 2016: $4.7bn
  • Q1 2017: $4.1bn
  • Q2 2017: $4.0bn
  • Q3 2017: $4.5bn
  • Q4 2017: $4.6bn
  • Q1 2018: $4.2bn
  • Q2 2018: $3.7bn
  • Q3 2018: $4.6bn
  • Q4 2018: $2.2bn
  • Q1 2019: $3.3bn
  • Q2 2019: $3.6bn
  • Q3 2019: $5.8bn
  • Q4 2019: $5.1bn
  • Q1 2020: $3.5bn
  • Q2 2020: $8.7bn
  • Q3 2020: $12.0bn
  • Q4 2020: $11.9bn
  • Q1 2021: $13.7bn
  • Q2 2021: $14.4bn
  • Q3 2021: $15.5bn
  • Q4 2021: $18.3bn
  • Q1 2022: $17.6bn
  • Q2 2022: $19.3bn
  • Q3 2022: $18.5bn
  • Q4 2022: $17.9bn
  • Q1 2023: $20.1bn
  • Q2 2023: $21.2bn
  • Q3 2023: $20.3bn
  • Q4 2023: $25.4bn
  • Q1 2024: $27.4bn
  • Q2 2024: $26.9bn
  • Q3 2024: $27.5bn
  • Q4 2024: $28.3bn
  • Q1 2025: $27.0bn
  • Q2 2025: $27.1bn
  • Q3 2025: $29.8bn
  • Q4 2025: $28.5bn
  • Q1 2026: $25.0bn
  • Q2 2026: $23.5bn
Share of the book in the ten largest positions
0%38%76%Q4 2013: 37%Q1 2014: 54%14Q2 2014: 63%Q3 2014: 76%Q4 2014: 61%Q1 2015: 25%15Q2 2015: 29%Q3 2015: 27%Q4 2015: 32%Q1 2016: 42%16Q2 2016: 23%Q3 2016: 62%Q4 2016: 18%Q1 2017: 23%17Q2 2017: 23%Q3 2017: 33%Q4 2017: 29%Q1 2018: 41%18Q2 2018: 30%Q3 2018: 27%Q4 2018: 24%Q1 2019: 23%19Q2 2019: 29%Q3 2019: 29%Q4 2019: 18%Q1 2020: 17%20Q2 2020: 19%Q3 2020: 16%Q4 2020: 17%Q1 2021: 12%21Q2 2021: 10%Q3 2021: 9%Q4 2021: 9%Q1 2022: 11%22Q2 2022: 7%Q3 2022: 10%Q4 2022: 9%Q1 2023: 9%23Q2 2023: 9%Q3 2023: 9%Q4 2023: 11%Q1 2024: 11%24Q2 2024: 8%Q3 2024: 9%Q4 2024: 9%Q1 2025: 9%25Q2 2025: 13%Q3 2025: 13%Q4 2025: 13%Q1 2026: 11%26Q2 2026: 12%
  • Q4 2013: 37%
  • Q1 2014: 54%
  • Q2 2014: 63%
  • Q3 2014: 76%
  • Q4 2014: 61%
  • Q1 2015: 25%
  • Q2 2015: 29%
  • Q3 2015: 27%
  • Q4 2015: 32%
  • Q1 2016: 42%
  • Q2 2016: 23%
  • Q3 2016: 62%
  • Q4 2016: 18%
  • Q1 2017: 23%
  • Q2 2017: 23%
  • Q3 2017: 33%
  • Q4 2017: 29%
  • Q1 2018: 41%
  • Q2 2018: 30%
  • Q3 2018: 27%
  • Q4 2018: 24%
  • Q1 2019: 23%
  • Q2 2019: 29%
  • Q3 2019: 29%
  • Q4 2019: 18%
  • Q1 2020: 17%
  • Q2 2020: 19%
  • Q3 2020: 16%
  • Q4 2020: 17%
  • Q1 2021: 12%
  • Q2 2021: 10%
  • Q3 2021: 9%
  • Q4 2021: 9%
  • Q1 2022: 11%
  • Q2 2022: 7%
  • Q3 2022: 10%
  • Q4 2022: 9%
  • Q1 2023: 9%
  • Q2 2023: 9%
  • Q3 2023: 9%
  • Q4 2023: 11%
  • Q1 2024: 11%
  • Q2 2024: 8%
  • Q3 2024: 9%
  • Q4 2024: 9%
  • Q1 2025: 9%
  • Q2 2025: 13%
  • Q3 2025: 13%
  • Q4 2025: 13%
  • Q1 2026: 11%
  • Q2 2026: 12%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Amazon Com Inc(AMZN)Q4 2013$408mQ2 2026$408m
Nvidia Corp(NVDA)Q1 2014$561mQ2 2025$332m
Palantir Technologies Inc(PLTR)Class AQ3 2022$360mQ3 2025$318m
Alphabet Inc(GOOG)Capital Stock Class CQ4 2015$311mQ2 2026$311m
Bank Amer Corp(BAC)Q1 2016$305mQ2 2026$305m
Yandex N V(NBIS)Shares Class AQ2 2016$296mQ2 2026$296m
Pepsico Inc(PEP)Q4 2014$292mQ2 2026$292m
Marsh & Mclennan Cos Inc(MRSH)Q4 2014$318mQ4 2025$222m
Intuit(INTU)Q1 2014$329mQ2 2025$209m
Texas Instrs Inc(TXN)Q4 2014$204mQ2 2026$204m
Chevron Corp New(CVX)Q4 2013$202mQ2 2026$202m
Microsoft Corp(MSFT)Q3 2014$927mQ3 2025$191m
Spdr S&P 500 Etf Trust(SPY)Q1 2014$2.2bnQ3 2016Soldlast listed Q4 2021
Apple Inc(AAPL)Q4 2016$522mQ4 2023Soldlast listed Q1 2026
Netflix Inc(NFLX)Q4 2013$518mQ4 2025Soldlast listed Q1 2026
Booking HLDGS Inc(BKNG)Q1 2018$406mQ4 2024Soldlast listed Q1 2026
iShares Core S&P500 ETF(IVV)Q3 2024$401mQ3 2024Soldlast listed Q1 2025
Autozone Inc(AZO)Q2 2015$355mQ1 2024Soldlast listed Q2 2025
Broadcom Inc(AVGO)Q1 2019$337mQ3 2025Soldlast listed Q1 2026
Amerisourcebergen Corp(COR)Q4 2014$314mQ1 2025Soldlast listed Q3 2025

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q4

Q4 2019: $5.1bn across 1,044 positions

Against Q3 2019: 462 new, 333 added to, 248 trimmed, 449 sold out, across all 1,044 positions.

Turnover about 50% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Micron Technology Inc (MU)+$46m
  • Merck & Co Inc New (MRK)+$30m
  • Cisco Sys Inc (CSCO)+$29m
  • Phillips 66 (PSX)+$28m
  • International Business Machs (IBM)+$28m
  • Valero Energy Corp New (VLO)+$27m
  • Biogen Idec Inc (BIIB)+$19m
  • Allergan PLC+$18m

Largest reductions

  • Spdr S&P 500 Etf Trust (SPY)-$601m
  • Amazon Com Inc (AMZN)-$129m
  • Roku Inc (ROKU)-$61m
  • Johnson & Johnson (JNJ)-$48m
  • McDonald's Corp (MCD)-$41m
  • Verizon Communications Inc (VZ)-$36m
  • Disney Walt Co (DIS)-$32m
  • Shopify Inc (SHOP)-$31m

Opened

  • Tesla Inc (TSLA)$121m
  • Boeing Co (BA)$93m
  • Advanced Micro Devices Inc (AMD)$66m
  • Adobe Sys Inc (ADBE)$41m
  • Oracle Corp (ORCL)$35m
  • Philip Morris Intl Inc (PM)$34m
  • Activision Blizzard Inc$34m
  • General Electric Co$32m

Sold out

  • Netflix Inc (NFLX)was $82m
  • Select Sector SPDR Trust (XLF)was $79m
  • Unitedhealth Group Inc (UNH)was $57m
  • Select Sector SPDR Trust (XLV)was $57m
  • Select Sector SPDR Trust (XLI)was $49m
  • Starbucks Corp (SBUX)was $48m
  • Intel Corp (INTC)was $47m
  • Altria Group Inc (MO)was $39m

Largest positions, Q4 2019

The largest 25 of 1,044 reported positions; the largest 500 carry 92.2% of the reported value.

PositionValueWeightOn the quarter
Spdr S&P 500 Etf Trust (SPY)$234m4.6%Trimmed
Amazon Com Inc (AMZN)$143m2.8%Trimmed
Tesla Inc (TSLA)$121m2.4%New
Boeing Co (BA)$93m1.8%New
Advanced Micro Devices Inc (AMD)$66m1.3%New
Exxon Mobil Corp (XOM)$63m1.2%Added
Merck & Co Inc New (MRK)$51m1.0%Added
Micron Technology Inc (MU)$49m1.0%Added
Adobe Sys Inc (ADBE)$41m0.8%New
Valero Energy Corp New (VLO)$40m0.8%Added
Chevron Corp New (CVX)$40m0.8%Trimmed
Biogen Idec Inc (BIIB)$39m0.8%Added
Disney Walt Co (DIS)$39m0.8%Trimmed
Phillips 66 (PSX)$36m0.7%Added
Cisco Sys Inc (CSCO)$35m0.7%Added
Oracle Corp (ORCL)$35m0.7%New
Philip Morris Intl Inc (PM)$34m0.7%New
Activision Blizzard Inc$34m0.7%New
General Electric Co$32m0.6%New
Burlington Stores Inc (BURL)$29m0.6%Added
International Business Machs (IBM)$28m0.5%Added
Beyond Meat Inc (BYND)$28m0.5%New
Northrop Grumman Corp (NOC)$28m0.5%Added
Ecolab Inc (ECL)$27m0.5%Added
Take-two Interactive Softwar (TTWO)$27m0.5%Added

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Man Group PLCat least 31%192Compare
AQR Capital Management LLCat least 31%215Compare
Acadian Asset Management LLCat least 30%182Compare
Quantbot Technologies LPat least 29%213Compare
Two Sigma Investments LPat least 29%196Compare
Arrowstreet Capital LPat least 28%187Compare
Invesco Ltdat least 27%201Compare
Wellington Management Group LLPat least 27%170Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Voloridge Investment Management LLC$23.5bn13F-HR
Q1 2026Voloridge Investment Management LLC$25.0bn13F-HR
Q4 2025Voloridge Investment Management LLC$28.5bn13F-HR
Q3 2025Voloridge Investment Management LLC$29.8bn13F-HR
Q2 2025Voloridge Investment Management LLC$27.1bn13F-HR
Q1 2025Voloridge Investment Management LLC$27.0bn13F-HR
Q4 2024Voloridge Investment Management LLC$28.3bn13F-HR
Q3 2024Voloridge Investment Management LLC$27.5bn13F-HR
Q2 2024Voloridge Investment Management LLC$26.9bn13F-HR
Q1 2024Voloridge Investment Management LLC$27.4bn13F-HR
Q4 2023Voloridge Investment Management LLC$25.4bn13F-HR
Q3 2023Voloridge Investment Management LLC$20.3bn13F-HR
Q2 2023Voloridge Investment Management LLC$21.2bn13F-HR
Q1 2023Voloridge Investment Management LLC$20.1bn13F-HR
Q4 2022Voloridge Investment Management LLC$17.9bn13F-HR
Q3 2022Voloridge Investment Management LLC$18.5bn13F-HR
Q2 2022Voloridge Investment Management LLC$19.3bn13F-HR
Q1 2022Voloridge Investment Management LLC$17.6bn13F-HR
Q4 2021Voloridge Investment Management LLC$18.3bn13F-HR
Q3 2021Voloridge Investment Management LLC$15.5bn13F-HR
Q2 2021Voloridge Investment Management LLC$14.4bn13F-HR
Q1 2021Voloridge Investment Management LLC$13.7bn13F-HR
Q4 2020Voloridge Investment Management LLC$11.9bn13F-HR
Q3 2020Voloridge Investment Management LLC$12.0bn13F-HR
Q2 2020Voloridge Investment Management LLC$8.7bn13F-HR
Q1 2020Voloridge Investment Management LLC$3.5bn13F-HR
Q4 2019Voloridge Investment Management LLC$5.1bn13F-HR
Q3 2019Voloridge Investment Management LLC$5.8bn13F-HR
Q2 2019Voloridge Investment Management LLC$3.6bn13F-HR
Q1 2019Voloridge Investment Management LLC$3.3bn13F-HR
Q4 2018Voloridge Investment Management LLC$2.2bn13F-HR
Q3 2018Voloridge Investment Management LLC$4.6bn13F-HR
Q2 2018Voloridge Investment Management LLC$3.7bn13F-HR
Q1 2018Voloridge Investment Management LLC$4.2bn13F-HR
Q4 2017Voloridge Investment Management LLC$4.6bn13F-HR
Q3 2017Voloridge Investment Management LLC$4.5bn13F-HR
Q2 2017Voloridge Investment Management LLC$4.0bn13F-HR
Q1 2017Voloridge Investment Management LLC$4.1bn13F-HR
Q4 2016Voloridge Investment Management LLC$4.7bn13F-HR
Q3 2016Voloridge Investment Management LLC$4.6bn13F-HR
Q2 2016Voloridge Investment Management LLC$3.5bn13F-HR
Q1 2016Voloridge Investment Management LLC$4.3bn13F-HR
Q4 2015Voloridge Investment Management LLC$1.4bn13F-HR
Q3 2015Voloridge Investment Management LLC$2.1bn13F-HR
Q2 2015Voloridge Investment Management LLC$2.0bn13F-HR
Q1 2015Voloridge Investment Management LLC$2.1bn13F-HR
Q4 2014Voloridge Investment Management LLC$1.7bn13F-HR
Q3 2014Voloridge Investment Management LLC$2.1bn13F-HR
Q2 2014Voloridge Investment Management LLC$1.0bn13F-HR
Q1 2014Voloridge Investment Management LLC$703m13F-HR
Q4 2013Voloridge Investment Management LLC$524m13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

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