1y return+17.2%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
5y return+29.2%S&P 500 +74.5%
10y return+179.5%S&P 500 +256.5%
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 June 30, 2016: $280 against $357 in the S&P 500.2
Voloridge Investment Management, LLCS&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 | $408.2M | 1.7% | +328.2% |
| NVDANvidia Corporation | $331.7M | 1.4% | New |
| PLTRPalantir Technologies Inc | $318.3M | 1.4% | +1149.4% |
| GOOGAlphabet Inc | $310.8M | 1.3% | +105.9% |
| BACBank Of Amer Corp | $305.1M | 1.3% | +187.2% |
| Nebius Group N.v.CUSIP N97284108 | $296.5M | 1.3% | New |
| PEPPepsico Inc | $291.9M | 1.2% | +211.5% |
| MRSHMarsh & Mclennan Cos Inc | $221.8M | 0.9% | +21.9% |
| INTUIntuit | $208.8M | 0.9% | New |
| TXNTexas Instrs Inc | $204.2M | 0.9% | New |
| CVXChevron Corporation | $201.8M | 0.9% | New |
| MSFTMicrosoft Corp | $190.6M | 0.8% | −64.7% |
| Asml Hldg NvCUSIP N07059210 | $187.9M | 0.8% | +32.2% |
| DOWDow Hldgs Inc | $176.3M | 0.7% | +225.7% |
| EOGEog Res Inc | $175.4M | 0.7% | +26.8% |
| ZTSZoetis Inc | $173.6M | 0.7% | +183.2% |
| CCitigroup Inc | $172.8M | 0.7% | −15.0% |
| Electronic Arts IncCUSIP 285512109 | $170.4M | 0.7% | −20.2% |
| WULFTerawulf Inc | $170.0M | 0.7% | +17.5% |
| Trane Technologies PLCCUSIP G8994E103 | $167.4M | 0.7% | +196.0% |
| COSTCostco Wholesale Corporation | $161.7M | 0.7% | −39.4% |
| BPBp PLC | $160.5M | 0.7% | +61.1% |
| MUMicron Technology Inc | $159.3M | 0.7% | −80.4% |
| Accenture PLC IrelandCUSIP G1151C101 | $146.4M | 0.6% | +208.0% |
| GOOGLAlphabet Inc | $142.9M | 0.6% | −50.7% |
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 |
|---|---|---|---|
| APLDApplied Digital Corp | June 30, 2025 | +270.4% | $113.1M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $127.8M |
| Flex LtdCUSIP Y2573F102 | June 30, 2025 | +224.7% | $134.2M |
| WULFTerawulf Inc | September 30, 2025 | +116.3% | $170.0M |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $408.2M |
| ITWIllinois Tool Wks Inc | June 30, 2020 | +54.7% | $124.8M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2026 | +50.6% | $187.9M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $142.9M |
| Trane Technologies PLCCUSIP G8994E103 | March 31, 2025 | +45.8% | $167.4M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $310.8M |
Sold off last quarter
- AAPLApple Inc was $367.1M
- TSLATesla Inc was $246.4M
- EQTEqt Corp was $154.9M
- BKNGBooking Holdings Inc was $153.5M
- LRCXLam Research Corp was $130.0M
- NOWServicenow Inc was $127.3M
- ROPRoper Technologies Inc was $125.9M
- ABTAbbott Laboratories was $118.8M
- LUVSouthwest Airls Co was $110.3M
- PAYXPaychex Inc was $91.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +13.0% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +7.5% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −3.5% | −5.3% |
| June 30, 2022 | −19.9% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +3.8% | +10.7% |
| September 30, 2021 | −3.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Voloridge Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1556921&type=13F-HR&dateb=&owner=include&count=40CIK 1556921
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1556921/000155692126000006/Filed August 14, 2026 · accession 0001556921-26-000006