Voleon Capital Management LP

CIK

1479847

Location

BERKELEY, CA

Portfolio Value

Mid $4,636,108,751

Diversification

Diversified

Filing Date

Global Rank

#710 / 8,622 ▲ 24 · as of Mar 2026

Top Industry

Semiconductors 10.0%

3Y Alpha vs SPY

+5.8%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

15 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+100.7%

SPY

+67.9%

Annualised alpha

+7.3%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

776 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.3 pts

Top 5

22.2%

−2.4 pts

Top 10

29.3%

−2.3 pts

HHI

140

Diversified−20

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.1%	$1,347,433,810	140
Financial Services	12.7%	$587,161,745	133
Healthcare	12.4%	$572,699,134	136
Industrials	11.2%	$519,824,659	118
Consumer Cyclical	10.8%	$501,588,373	66
Communication Services	8.9%	$414,728,714	29
Energy	4.8%	$224,391,017	49
Consumer Defensive	4.0%	$185,309,059	32
Basic Materials	3.3%	$152,709,071	38
Utilities	2.6%	$118,309,763	30
Real Estate	0.3%	$11,953,406	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVH	Evolent Health, Inc.	+797,618	849,290	$1,936,381
PLUG	Plug Power Inc	+777,517	2,072,461	$4,683,761
ESPR	Esperion Therapeutics, Inc.	+762,308	1,916,698	$5,251,752
CCO	Clear Channel Outdoor Holdings, Inc.	+756,518	1,472,006	$3,488,654
TTD	Trade Desk, Inc.	+632,116	1,023,518	$23,223,623
JOBY	Joby Aviation, Inc.	+546,470	797,750	$6,589,415
CLMT	Calumet, Inc. /DE	+520,582	681,932	$24,481,358
XIFR	XPLR Infrastructure, LP	+439,870	543,617	$5,773,212
LUMN	Lumen Technologies, Inc.	+426,317	1,602,303	$11,136,005
PAGP	Plains Gp Holdings LP	+424,986	472,441	$11,470,867
AKBA	Akebia Therapeutics, Inc.	+404,354	675,656	$939,161
ASAN	Asana, Inc.	+384,672	1,029,754	$6,590,425
SSL	Sasol Ltd	+369,166	1,456,521	$18,876,512
WTI	W&T Offshore Inc	+347,571	478,705	$1,632,384
DOCS	Doximity, Inc.	+335,710	346,161	$8,065,551
FIG	Figma, Inc.	+321,534	492,297	$10,407,158
CMG	Chipotle Mexican Grill Inc	+320,995	1,182,260	$37,844,142
SKYT	SkyWater Technology, Inc	+315,378	345,192	$9,461,712
CPRT	Copart Inc	+311,338	776,728	$25,787,369
INGM	Ingram Micro Holding Corp	+282,028	392,670	$9,153,137
SLDP	Solid Power, Inc.	+258,567	490,125	$1,470,375
VTRS	Viatris Inc	+256,148	281,157	$3,798,431
ING	Ing Groep NV	+252,783	295,911	$7,708,481
T	At&T Inc.	+248,777	1,314,267	$38,100,600
PGY	Pagaya Technologies Ltd.	+246,185	280,146	$3,263,700
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIVN	Rivian Automotive, Inc. / DE	−737,191	225,226	$3,389,651
IOVA	Iovance Biotherapeutics, Inc.	−555,557	74,700	$262,197
COMP	Compass, Inc.	−412,646	1,246,569	$9,112,419
SEMR	SEMrush Holdings, Inc.	−390,064	44,282	$528,727
AUR	Aurora Innovation, Inc.	−360,304	113,255	$466,610
IBRX	ImmunityBio, Inc.	−357,428	1,157,158	$8,875,401
HPQ	Hp Inc	−341,941	70,375	$1,351,903
SOFI	SoFi Technologies, Inc.	−329,146	279,849	$4,444,002
QXO	QXO, Inc.	−284,951	76,649	$1,488,523
ROIV	Roivant Sciences Ltd.	−280,359	62,062	$1,719,117
CRBG	Corebridge Financial, Inc.	−259,576	168,786	$4,027,233
BSX	Boston Scientific Corp	−254,141	23,377	$1,466,906
MFG	Mizuho Financial Group Inc	−242,991	279,566	$2,219,754
BKD	Brookdale Senior Living Inc.	−238,502	1,470,552	$20,117,151
PCG	PG&E Corp	−232,554	173,563	$3,049,501
ALHC	Alignment Healthcare, Inc.	−228,145	220,818	$3,890,813
SBSW	Sibanye Stillwater Ltd	−192,738	225,562	$2,778,923
ATEC	Alphatec Holdings, Inc.	−190,528	39,187	$426,354
PGEN	Precigen, Inc.	−189,942	274,872	$1,063,754
KSS	KOHLS Corp	−178,912	106,608	$1,375,243
NU	Nu Holdings Ltd.	−178,278	727,939	$10,460,483
VZ	Verizon Communications Inc	−155,638	10,571	$530,664
WBD	Warner Bros. Discovery, Inc.	−151,379	85,625	$2,351,262
CSX	Csx Corp	−149,449	29,581	$1,214,300
FCX	Freeport-Mcmoran Inc	−148,886	125,510	$7,377,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SOLS	Solstice Advanced Materials Inc.	189,549	$14,436,051
DOW	Dow Inc.	302,232	$12,587,962
LBRT	Liberty Energy Inc.	388,895	$11,200,176
SUNC	SunocoCorp LLC	173,571	$10,700,652
CORT	Corcept Therapeutics Inc	262,223	$10,570,209
CMI	Cummins Inc	14,351	$7,721,125
ACLX	Arcellx, Inc.	56,720	$6,512,590
Q	Qnity Electronics, Inc.	55,894	$6,449,049
PH	Parker-Hannifin Corp	6,565	$5,877,250
LIND	Lindblad Expeditions Holdings, Inc.	337,290	$5,835,117
MTD	Mettler Toledo International Inc/	4,510	$5,688,012
LII	Lennox International Inc	10,394	$4,824,167
SNY	Sanofi	93,677	$4,513,357
P	Everpure, Inc.	71,497	$4,221,182
KVUE	Kenvue Inc.	229,885	$3,963,217
HIMS	Hims & Hers Health, Inc.	164,921	$3,423,759
ACLS	Axcelis Technologies Inc	35,221	$3,278,370
EA	Electronic Arts Inc.	16,036	$3,269,259
BR	Broadridge Financial Solutions, Inc.	18,818	$3,057,548
EFX	Equifax Inc	14,199	$2,556,813
MKL	Markel Group Inc.	1,251	$2,394,501
TSM	Taiwan Semiconductor Manufacturing Co Ltd	6,908	$2,334,558
TPR	Tapestry, Inc.	16,476	$2,324,928
BORR	Borr Drilling Ltd	387,584	$2,236,359
TEX	Terex Corp	34,366	$2,031,030
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	31,687	$3,463,705
DKS	Dick's Sporting Goods, Inc.	17,080	$3,381,327
NVTS	Navitas Semiconductor Corp	437,447	$3,123,371
IESC	IES Holdings, Inc.	6,534	$2,541,856
TLN	Talen Energy Corp	6,708	$2,514,426
U	Unity Software Inc.	52,706	$2,328,024
W	Wayfair Inc.	22,602	$2,269,466
FISV	Fiserv Inc	30,745	$2,065,141
HPE	Hewlett Packard Enterprise Co	83,018	$1,994,092
AXTI	Axt Inc	121,225	$1,982,028
REAL	TheRealReal, Inc.	116,696	$1,841,462
WM	Waste Management Inc	8,069	$1,772,839
MLI	Mueller Industries Inc	14,646	$1,681,360
NVO	Novo Nordisk A S	31,433	$1,599,311
CIFR	Cipher Digital Inc.	107,608	$1,588,294
TYL	Tyler Technologies Inc	3,470	$1,575,206
MGM	MGM Resorts International	41,565	$1,516,706
PFG	Principal Financial Group Inc	16,936	$1,493,924
QLYS	Qualys, Inc.	10,502	$1,395,715
JELD	JELD-WEN Holding, Inc.	503,743	$1,239,207
VMC	Vulcan Materials CO	4,123	$1,175,962
PB	Prosperity Bancshares Inc	16,824	$1,162,706
DIS	Walt Disney Co	9,703	$1,103,910
BROS	Dutch Bros Inc.	17,809	$1,090,266
FROG	JFrog Ltd	17,386	$1,085,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

776 tracked positions · $4,636,108,751 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 776 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	1,583,869	+19,633	$276,226,753	−5.3%	5.96%
AAPL	Apple Inc. Technology	Added	1,032,730	+38,404	$262,096,546	−3.0%	5.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	643,837	-24,651	$185,141,767	−11.5%	3.99%
MSFT	Microsoft Corp Technology	Reduced	470,995	-4,963	$174,348,219	−24.3%	3.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	630,048	+29,543	$131,220,096	−5.3%	2.83%
META	Meta Platforms, Inc. Communication Services	Added	124,404	+34,498	$71,175,260	+19.9%	1.54%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	188,283	-8,680	$69,994,205	−21.0%	1.51%
LLY	ELI LILLY & Co Healthcare	Added	73,676	+33,146	$67,764,974	+55.6%	1.46%
AVGO	Broadcom Inc. Technology	Added	209,794	+28,899	$64,933,340	+3.7%	1.40%
MA	Mastercard Inc Financial Services	Added	115,223	+11,724	$57,572,324	−2.6%	1.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	163,516	+59,001	$48,099,866	+42.8%	1.04%
V	Visa Inc. Financial Services	Added	128,701	+98,888	$38,898,590	+272.0%	0.84%
T	At&T Inc. Communication Services	Added	1,314,267	+248,777	$38,100,600	+44.0%	0.82%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	412,238	+104,819	$38,053,689	+35.7%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	79,159	-38,891	$37,932,992	−36.1%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	304,716	-21,076	$37,870,104	+4.3%	0.82%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	1,182,260	+320,995	$37,844,142	+18.8%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	164,004	+29,739	$35,669,229	+16.3%	0.77%
GEV	GE Vernova Inc. Industrials	Reduced	40,749	-4,513	$35,569,802	+20.2%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	243,036	-90,480	$35,104,119	−26.6%	0.76%
FTNT	Fortinet, Inc. Technology	Added	428,457	+21,397	$35,013,506	+8.3%	0.76%
DXCM	Dexcom Inc Healthcare	Reduced	525,617	-11,655	$33,008,747	−7.4%	0.71%
RTX	RTX Corp Industrials	Added	162,579	+110,671	$31,361,489	+229.4%	0.68%
HD	Home Depot, Inc. Consumer Cyclical	Added	94,865	+57,179	$31,200,149	+140.6%	0.67%
WMB	Williams Companies, Inc. Energy	Added	427,227	+80,752	$31,093,581	+49.3%	0.67%
MPC	Marathon Petroleum Corp Energy	Reduced	124,269	-71,628	$30,344,004	−4.8%	0.65%
MU	Micron Technology Inc Technology	Reduced	88,994	-8,837	$30,065,732	+7.7%	0.65%
HOOD	Robinhood Markets, Inc. Financial Services	Added	425,107	+154,732	$29,459,915	−3.7%	0.64%
MS	Morgan Stanley Financial Services	Added	168,700	+134,367	$27,762,959	+355.5%	0.60%
CPRT	Copart Inc Industrials	Added	776,728	+311,338	$25,787,369	+41.5%	0.56%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	102,384	+64,178	$25,586,785	+213.8%	0.55%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	147,867	+37,688	$24,992,480	+24.2%	0.54%
BAC	Bank Of America Corp /De/ Financial Services	Added	504,280	+105,678	$24,583,650	+12.1%	0.53%
CI	Cigna Group Healthcare	Added	91,812	+27,543	$24,490,851	+38.5%	0.53%
CLMT	Calumet, Inc. /DE Basic Materials	Added	681,932	+520,582	$24,481,358	+663.6%	0.53%
SNDK	Sandisk Corp Technology	Added	38,337	+34,459	$24,357,029	+2545.9%	0.53%
ALAB	Astera Labs, Inc. Technology	Added	218,843	+83,138	$23,985,192	+6.2%	0.52%
QCOM	Qualcomm Inc/De Technology	Added	182,355	+178,745	$23,483,676	+3703.1%	0.51%
RBLX	Roblox Corp Communication Services	Added	411,625	+121,127	$23,281,510	−1.1%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	306,132	+96,037	$23,281,338	+58.5%	0.50%
TTD	Trade Desk, Inc. Communication Services	Added	1,023,518	+632,116	$23,223,623	+56.3%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	23,161	+9,162	$23,078,315	+91.2%	0.50%
TRGP	Targa Resources Corp. Energy	Added	91,238	+75,396	$22,876,103	+682.7%	0.49%
BLK	BlackRock, Inc. Financial Services	Added	23,244	+7,016	$22,353,987	+28.7%	0.48%
BKD	Brookdale Senior Living Inc. Healthcare	Reduced	1,470,552	-238,502	$20,117,151	+9.1%	0.43%
PBF	PBF Energy Inc. Energy	Reduced	412,336	-137,285	$19,635,440	+31.7%	0.42%
SF	Stifel Financial Corp Financial Services	Added	262,464	+110,035	$19,401,338	+1.6%	0.42%
MANH	Manhattan Associates Inc Technology	Added	142,899	+66,675	$19,022,714	+44.0%	0.41%
SSL	Sasol Ltd Basic Materials	Added	1,456,521	+369,166	$18,876,512	+166.7%	0.41%
CAH	Cardinal Health Inc Healthcare	Added	87,602	+51,411	$18,511,178	+148.9%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.