Qube Research & Technologies Ltd — 13F Holdings & Portfolio

CIK 1729829 · latest 13F-HR filed 2026-05-15

Qube Research & Technologies Ltd manages $89.93B in 13F-reported U.S. long-equity assets across 3,481 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (1.56%), MSFT (0.99%), MU (0.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 614 new positions, exited 740, added to 1,044, and trimmed 884.

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.

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AUM

$89.93B

Long-equity book

Holdings

3,481

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+614 / −740 / ↑1044 / ↓884

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ELI LILLY & CO$446.9M +212.1%
  • META PLATFORMS INC$426.2M +19122.5%
  • APPLE INC$398.9M +39.7%
  • MICRON TECHNOLOGY INC$391.5M +111.7%
  • LOCKHEED MARTIN CORP$381.7M +3441.8%
Show all 1044

Top Trims

  • NVIDIA CORPORATION-$891.9M -71.5%
  • AMAZON COM INC-$587.2M -49.0%
  • ADVANCED MICRO DEVICES INC-$365.0M -99.9%
  • COSTCO WHOLESALE CORPORATION-$339.4M -65.3%
  • LINDE PLC-$331.7M -73.4%
Show all 884

New Positions

  • WILLIAMS COS INC$279.8M
  • AMERICAN INTL GROUP INC$250.1M
  • ANALOG DEVICES INC$206.3M
  • SOUTHWEST AIRLS CO$193.9M
  • HERSHEY CO$182.7M
Show all 614

Exited Positions

  • WALMART INC$1.23B
  • NETFLIX INC$593.8M
  • EOG RES INC$308.1M
  • EATON CORP PLC$282.7M
  • ABBVIE INC$249.9M
Show all 740
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 APPLE INC AAPL 037833100 $1.40B 1.56% 5,535,510 SH
2 MICROSOFT CORP MSFT 594918104 $893.4M 0.99% 2,413,753 SH
3 MICRON TECHNOLOGY INC MU 595112103 $741.9M 0.83% 2,196,864 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $725.9M 0.81% 2,467,644 SH
5 ELI LILLY & CO LLY 532457108 $657.7M 0.73% 715,082 SH
6 ALPHABET INC GOOGL 02079K305 $627.4M 0.70% 2,182,364 SH
7 AMAZON COM INC AMZN 023135106 $612.2M 0.68% 2,939,573 SH
8 ALPHABET INC GOOG 02079K107 $589.7M 0.66% 2,055,803 SH
9 BROADCOM INC AVGO 11135F101 $579.6M 0.64% 1,872,817 SH
10 ISHARES TR Put HYG 464288513 $568.6M 0.63% 7,146,800 SH
11 NVIDIA CORPORATION Put NVDA 67066G104 $554.1M 0.62% 3,177,100 SH
12 SANDISK CORP SNDK 80004C200 $536.4M 0.60% 844,249 SH
13 VISA INC V 92826C839 $501.0M 0.56% 1,657,507 SH
14 MICROSOFT CORP Call MSFT 594918104 $488.6M 0.54% 1,320,000 SH
15 NETFLIX INC. Put NFLX 64110L106 $467.7M 0.52% 4,864,700 SH
16 MARVELL TECHNOLOGY INC MRVL 573874104 $435.9M 0.48% 4,401,282 SH
17 META PLATFORMS INC META 30303M102 $428.5M 0.48% 748,932 SH
18 ALPHABET INC Call GOOG 02079K107 $428.2M 0.48% 1,492,800 SH
19 NVIDIA CORPORATION Call NVDA 67066G104 $423.3M 0.47% 2,427,000 SH
20 WARNER BROS DISCOVERY INC WBD 934423104 $420.8M 0.47% 15,325,780 SH
21 CHEVRON CORPORATION CVX 166764100 $418.8M 0.47% 2,024,167 SH
22 PARKER-HANNIFIN CORP PH 701094104 $416.5M 0.46% 465,251 SH
23 GE AEROSPACE GE 369604301 $404.8M 0.45% 1,426,587 SH
24 BANK AMERICA CORP BAC 060505104 $399.9M 0.44% 8,203,562 SH
25 GENERAL MTRS CO GM 37045V100 $398.3M 0.44% 5,346,956 SH
26 TESLA INC Put TSLA 88160R101 $396.9M 0.44% 1,067,700 SH
27 CAPITAL ONE FINL CORP COF 14040H105 $395.5M 0.44% 2,168,098 SH
28 LOCKHEED MARTIN CORP LMT 539830109 $392.8M 0.44% 649,832 SH
29 ALPHABET INC Put GOOGL 02079K305 $370.2M 0.41% 1,287,400 SH
30 CITIGROUP INC C 172967424 $362.4M 0.40% 3,195,592 SH
31 NVIDIA CORPORATION NVDA 67066G104 $355.4M 0.40% 2,038,116 SH
32 BOSTON SCIENTIFIC CORP BSX 101137107 $349.5M 0.39% 5,569,880 SH
33 TAPESTRY INC TPR 876030107 $342.8M 0.38% 2,429,017 SH
34 MICROSOFT CORP Put MSFT 594918104 $330.9M 0.37% 893,900 SH
35 NEWMONT CORP NEM 651639106 $329.8M 0.37% 3,046,411 SH
36 ALPHABET INC Call GOOGL 02079K305 $325.2M 0.36% 1,131,000 SH
37 AMPHENOL CORP APH 032095101 $322.2M 0.36% 2,549,676 SH
38 APPLE INC Put AAPL 037833100 $317.7M 0.35% 1,252,000 SH
39 SELECT SECTOR SPDR TR Put XLE 81369Y506 $311.0M 0.35% 5,077,100 SH
40 NETFLIX INC. Call NFLX 64110L106 $310.8M 0.35% 3,232,300 SH
41 TESLA INC Call TSLA 88160R101 $310.3M 0.35% 834,800 SH
42 FEDEX CORP FDX 31428X106 $309.7M 0.34% 869,414 SH
43 AMETEK INC AME 031100100 $308.2M 0.34% 1,437,730 SH
44 HONEYWELL INTL INC HON 438516106 $306.0M 0.34% 1,353,749 SH
45 CHENIERE ENERGY INC LNG 16411R208 $301.4M 0.34% 1,062,057 SH
46 TJX COS INC NEW TJX 872540109 $301.0M 0.33% 1,884,994 SH
47 UBS GROUP AG UBS H42097107 $292.9M 0.33% 7,612,542 SH
48 EXPAND ENERGY CORPORATION EXE 165167735 $291.6M 0.32% 2,656,195 SH
49 TECHNIPFMC PLC FTI G87110105 $287.2M 0.32% 4,155,117 SH
50 3M CO MMM 88579Y101 $285.1M 0.32% 1,962,817 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $89.93B 3,481 0001729829-26-000004
2025-12-31 2026-02-17 $98.44B 3,633 0001729829-26-000002
2025-09-30 2025-11-14 $96.78B 3,528 0001729829-25-000053