Voleon Capital Management LP

CIK

1479847

Location

BERKELEY, CA

Portfolio Value

Small $112,536,551

Diversification

Diversified

Filing Date

Global Rank

#555 / 8,232 ▲ 64

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

+6.0%

Period ended 2 months ago

Filed May 15, 2026 · 30d

15 quarters · since Jun 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+103.8%

SPY

+76.3%

Annualised alpha

+6.0%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

772 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

29.4%

−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%	$586,835,718	133
Healthcare	12.4%	$572,516,102	135
Industrials	11.2%	$516,856,435	116
Consumer Cyclical	10.8%	$501,588,372	66
Communication Services	9.0%	$414,491,978	28
Energy	4.8%	$224,391,017	49
Consumer Defensive	4.0%	$186,521,736	33
Basic Materials	3.3%	$152,709,072	38
Utilities	2.4%	$112,536,551	29
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
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
GTLB	Gitlab Inc.	+239,946	299,700	$6,485,508
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

29 positions · $112,536,551 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EIX	Edison International Utilities	Reduced	215,760	-38,789	$15,789,316	+3.3%	14.03%
PEG	Public Service Enterprise Group Inc Utilities	Added	192,892	+45,464	$15,614,607	+31.9%	13.88%
SO	Southern Co Utilities	Added	149,509	+128,837	$14,430,608	+700.5%	12.82%
EXC	Exelon Corp Utilities	Added	218,597	+163,977	$10,715,624	+350.1%	9.52%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	279,977	-7,684	$10,112,769	+1.2%	8.99%
BEPC	Brookfield Renewable Corp Utilities	Added	236,570	+17,493	$9,422,583	+12.2%	8.37%
PPL	PPL Corp Utilities	Added	234,773	+144,253	$8,968,328	+182.9%	7.97%
FLNC	Fluence Energy, Inc. Utilities	Added	522,229	+130,290	$7,185,871	−7.3%	6.39%
PCG	PG&E Corp Utilities	Reduced	173,563	-232,554	$3,049,501	−53.3%	2.71%
NI	Nisource Inc. Utilities	Added	51,655	+40,803	$2,410,222	+431.8%	2.14%
DUK	Duke Energy CORP Utilities	NEW	14,415	NEW	$1,887,500	NEW	1.68%
AEE	Ameren Corp Utilities	NEW	15,040	NEW	$1,653,196	NEW	1.47%
KEP	Korea Electric Power Corp Utilities	Added	107,527	+66,882	$1,532,259	+128.5%	1.36%
ED	Consolidated Edison Inc Utilities	Reduced	10,585	-12,948	$1,198,010	−48.7%	1.06%
CNP	Centerpoint Energy Inc Utilities	NEW	27,212	NEW	$1,174,469	NEW	1.04%
ETR	Entergy Corp /De/ Utilities	NEW	9,691	NEW	$1,088,880	NEW	0.97%
DTE	Dte Energy Co Utilities	Added	6,237	+2,437	$911,974	+86.1%	0.81%
ES	Eversource Energy Utilities	Added	10,304	+1,275	$713,861	+17.4%	0.63%
BIPC	Brookfield Infrastructure Corp Utilities	Reduced	15,391	-5,536	$608,252	−36.0%	0.54%
CMS	Cms Energy Corp Utilities	Added	7,403	+1,670	$574,324	+43.3%	0.51%
NEE	Nextera Energy Inc Utilities	Added	5,991	+166	$556,444	+19.0%	0.49%
WEC	Wec Energy Group, Inc. Utilities	NEW	4,806	NEW	$556,390	NEW	0.49%
VST	Vistra Corp. Utilities	Added	3,407	+1,744	$512,174	+90.9%	0.46%
AVA	Avista Corp Utilities	Reduced	12,501	-15,439	$501,790	−53.4%	0.45%
CEG	Constellation Energy Corp Utilities	Added	1,253	+136	$349,900	−11.3%	0.31%
AEP	American Electric Power Co Inc Utilities	NEW	2,348	NEW	$307,775	NEW	0.27%
RNW	ReNew Energy Global plc Utilities	Reduced	53,604	-60,961	$245,506	−62.1%	0.22%
AXIA	AXIA Energia S.A. Utilities	NEW	20,731	NEW	$233,845	NEW	0.21%
HTO	H2o America Utilities	Reduced	3,930	-18,264	$230,573	−78.8%	0.20%