VOLORIDGE INVESTMENT MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1556921 · latest 13F-HR filed 2026-05-15

VOLORIDGE INVESTMENT MANAGEMENT, LLC manages $24.96B in 13F-reported U.S. long-equity assets across 975 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (2.15%), AAPL (1.47%), COST (1.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 247 new positions, exited 382, added to 253, and trimmed 440.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$24.96B

Long-equity book

Holdings

975

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+247 / −382 / ↑253 / ↓440

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$293.3M +397.4%
  • ALPHABET INC$196.2M +531.3%
  • MICRON TECHNOLOGY INC$152.7M +179.8%
  • VISA INC$128.4M +194.1%
  • AUTOMATIC DATA PROCESSING IN$125.1M +129.2%
Show all 253

Top Trims

  • NETFLIX INC.-$496.3M -95.7%
  • COSTCO WHOLESALE CORPORATION-$428.8M -60.1%
  • PALANTIR TECHNOLOGIES INC-$324.4M -91.0%
  • AMAZON COM INC-$296.6M -78.1%
  • AIRBNB INC-$234.3M -87.0%
Show all 440

New Positions

  • TESLA INC$246.4M
  • CITIGROUP INC$164.8M
  • EQT CORP$154.9M
  • JPMORGAN CHASE & CO$144.9M
  • ELI LILLY & CO$136.0M
Show all 247

Exited Positions

  • NOVO-NORDISK A S$244.6M
  • MOTOROLA SOLUTIONS INC$217.5M
  • NVIDIA CORPORATION$175.1M
  • AT&T INC$161.5M
  • SCHWAB CHARLES CORP$150.6M
Show all 382
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $536.2M 2.15% 1,448,525 SH
2 APPLE INC AAPL 037833100 $367.1M 1.47% 1,446,448 SH
3 COSTCO WHOLESALE CORPORATION COST 22160K105 $284.1M 1.14% 285,147 SH
4 TESLA INC TSLA 88160R101 $246.4M 0.99% 662,844 SH
5 MICRON TECHNOLOGY INC MU 595112103 $237.7M 0.95% 703,487 SH
6 ALPHABET INC GOOGL 02079K305 $233.2M 0.93% 810,879 SH
7 AUTOMATIC DATA PROCESSING IN ADP 053015103 $222.0M 0.89% 1,092,473 SH
8 ELECTRONIC ARTS INC EA 285512109 $212.3M 0.85% 1,041,427 SH
9 GE VERNOVA INC GEV 36828A101 $208.7M 0.84% 239,092 SH
10 SOFI TECHNOLOGIES INC SOFI 83406F102 $201.0M 0.81% 12,654,530 SH
11 PFIZER INC PFE 717081103 $196.3M 0.79% 6,989,299 SH
12 VISA INC V 92826C839 $194.6M 0.78% 643,825 SH
13 MARSH & MCLENNAN COS INC MRSH 571748102 $189.4M 0.76% 1,091,938 SH
14 VICI PPTYS INC VICI 925652109 $180.2M 0.72% 6,597,111 SH
15 TJX COS INC NEW TJX 872540109 $177.5M 0.71% 1,111,520 SH
16 CITIGROUP INC C 172967424 $164.8M 0.66% 1,453,211 SH
17 EQT CORP EQT 26884L109 $154.9M 0.62% 2,434,713 SH
18 EOG RES INC EOG 26875P101 $154.2M 0.62% 1,066,361 SH
19 BOOKING HOLDINGS INC BKNG 09857L108 $153.5M 0.61% 36,448 SH
20 ILLINOIS TOOL WKS INC ITW 452308109 $152.0M 0.61% 583,967 SH
21 TE CONNECTIVITY PLC TEL G87052109 $148.5M 0.59% 710,313 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $144.9M 0.58% 492,656 SH
23 AMERICAN TOWER CORP AMT 03027X100 $136.6M 0.55% 791,418 SH
24 ELI LILLY & CO LLY 532457108 $136.0M 0.55% 147,903 SH
25 ADOBE INC ADBE 00724F101 $134.9M 0.54% 555,006 SH
26 NETAPP INC NTAP 64110D104 $131.2M 0.53% 1,281,631 SH
27 LAM RESEARCH CORP LRCX 512807306 $130.0M 0.52% 608,317 SH
28 MOODYS CORP MCO 615369105 $129.7M 0.52% 297,370 SH
29 SERVICENOW INC NOW 81762P102 $127.3M 0.51% 1,217,910 SH
30 BP PLC BP 055622104 $126.7M 0.51% 2,696,678 SH
31 ROPER TECHNOLOGIES INC ROP 776696106 $125.9M 0.50% 355,819 SH
32 THE TRADE DESK INC TTD 88339J105 $125.5M 0.50% 5,529,171 SH
33 3M CO MMM 88579Y101 $125.0M 0.50% 860,913 SH
34 JOHNSON CONTROLS INTERNATION JCI G51502105 $124.7M 0.50% 952,296 SH
35 ALPHABET INC GOOG 02079K107 $122.6M 0.49% 427,250 SH
36 COLGATE PALMOLIVE CO CL 194162103 $121.4M 0.49% 1,424,751 SH
37 CARDINAL HEALTH INC CAH 14149Y108 $119.4M 0.48% 565,133 SH
38 ABBOTT LABORATORIES ABT 002824100 $118.8M 0.48% 1,156,955 SH
39 TAPESTRY INC TPR 876030107 $118.4M 0.47% 839,397 SH
40 BARRICK MNG CORP B 06849F108 $116.1M 0.47% 2,845,310 SH
41 ICICI BANK LIMITED IBN 45104G104 $111.4M 0.45% 4,299,737 SH
42 SOUTHWEST AIRLS CO LUV 844741108 $110.3M 0.44% 2,937,132 SH
43 TRANSOCEAN LTD RIG H8817H100 $109.7M 0.44% 16,542,717 SH
44 ROCKET LAB CORP RKLB 773121108 $109.1M 0.44% 1,698,680 SH
45 AMETEK INC AME 031100100 $108.8M 0.44% 507,748 SH
46 PEPSICO INC PEP 713448108 $107.5M 0.43% 692,122 SH
47 AGILENT TECHNOLOGIES INC A 00846U101 $104.8M 0.42% 919,209 SH
48 KROGER CO KR 501044101 $104.1M 0.42% 1,439,089 SH
49 ZOETIS INC ZTS 98978V103 $100.8M 0.40% 853,063 SH
50 ADVANCED MICRO DEVICES INC AMD 007903107 $100.3M 0.40% 493,166 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $24.96B 975 0001420506-26-001152
2025-12-31 2026-02-17 $28.45B 1,110 0001420506-26-000565
2025-09-30 2025-11-14 $29.79B 1,153 0001214659-25-016646