Voleon Capital Management LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
VC
Voleon Capital Management LP
Institutional Filer 0.24%$4.64B780

Current Portfolio Holdings

Showing all 780 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology1.6M$276.2M5.96%
2AAPLApple Inc.Technology1.0M$262.1M5.65%
3GOOGLAlphabet Inc.Technology644K$185.1M3.99%
4MSFTMicrosoft CorporationTechnology471K$174.3M3.76%
5AMZNAmazon.com, Inc.Consumer Cyclical630K$131.2M2.83%
6METAMeta Platforms, Inc.Technology124K$71.2M1.53%
7TSLATesla, Inc.Consumer Cyclical188K$70.0M1.51%
8LLYEli Lilly and CompanyHealthcare74K$67.8M1.46%
9AVGOBroadcom Inc.Technology210K$64.9M1.40%
10MAMastercard IncorporatedFinancial Services115K$57.6M1.24%
11JPMJPMorgan Chase & Co.Financial Services164K$48.1M1.04%
12VVisa Inc.Financial Services129K$38.9M0.84%
13TAT&T Inc.Communication Services1.3M$38.1M0.82%
14ORLYO'Reilly Automotive, Inc.Consumer Cyclical412K$38.1M0.82%
15BRKBBERKSHIRE HATHAWAY INC DEL79K$37.9M0.82%
Showing 1 to 15 of 780 holdings
Voleon Capital Management LP 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner