1y return+14.2%S&P 500 +20.9%
3y return+53.4%S&P 500 +68.5%
5y return+47.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $204 against $284 in the S&P 500.2
Qube Research & Technologies LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $1.1B | 1.2% | +58.6% |
| AAPLApple Inc | $1.1B | 1.2% | −34.2% |
| SPYState Str Spdr S&p 500 Etf T | $987.7M | 1.1% | New |
| CVXChevron Corporation | $941.5M | 1.0% | +180.6% |
| SNDKSandisk Corp | $931.4M | 1.0% | −51.5% |
| MUMicron Technology Inc | $871.0M | 1.0% | −65.6% |
| JPMJpmorgan Chase & Co | $840.1M | 0.9% | +4.0% |
| GSGoldman Sachs Group Inc | $728.9M | 0.8% | +338.5% |
| NVDANvidia Corporation | $677.9M | 0.8% | +66.2% |
| INTCIntel Corp | $662.1M | 0.7% | New |
| QQQInvesco Qqq Tr | $654.2M | 0.7% | New |
| AMDAdvanced Micro Devices Inc | $631.2M | 0.7% | +55537.4% |
| WFCWells Fargo & Co | $630.9M | 0.7% | +143.8% |
| CCitigroup Inc | $602.0M | 0.7% | +34.6% |
| MSFTMicrosoft Corp | $586.9M | 0.7% | −34.8% |
| WDCWestern Digital Corp | $585.0M | 0.7% | New |
| UNHUnitedhealth Group Inc | $584.3M | 0.6% | New |
| Warner Bros Discovery IncCUSIP 934423104 | $579.2M | 0.6% | +41.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $560.5M | 0.6% | New |
| CRMSalesforce Inc | $543.7M | 0.6% | +2679.4% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $533.4M | 0.6% | +34043.3% |
| PEPPepsico Inc | $477.3M | 0.5% | +154.7% |
| PHParker-hannifin Corp | $472.3M | 0.5% | +3.8% |
| HPEHewlett Packard Enterprise C | $450.5M | 0.5% | New |
| BEBloom Energy Corp | $445.6M | 0.5% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $677.9M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $631.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $1.1B |
| PHParker-hannifin Corp | September 30, 2023 | +151.1% | $472.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2026 | +146.3% | $533.4M |
| MCKMckesson Corp | September 30, 2022 | +122.3% | $394.1M |
| CSCOCisco Sys Inc | March 31, 2022 | +110.7% | $397.9M |
| WFCWells Fargo & Co | September 30, 2023 | +102.3% | $630.9M |
| ATIAti Inc | December 31, 2025 | +71.7% | $422.6M |
| AMEAmetek Inc | September 30, 2023 | +63.7% | $367.0M |
Sold off last quarter
- MRVLMarvell Technology Inc was $435.9M
- Honeywell Intl IncCUSIP 438516106 was $306.0M
- Technipfmc PLCCUSIP G87110105 was $287.2M
- TERTeradyne Inc was $274.5M
- SOFISofi Technologies Inc was $266.8M
- Hologic IncCUSIP 436440101 was $236.7M
- RKTRocket Cos Inc was $221.5M
- VEEVVeeva Sys Inc was $193.8M
- SYKStryker Corporation was $190.0M
- Air Lease CorpCUSIP 00912X302 was $163.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −1.5% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +12.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Qube Research & Technologies Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729829&type=13F-HR&dateb=&owner=include&count=40CIK 1729829
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729829/000172982926000014/Filed August 14, 2026 · accession 0001729829-26-000014