Voleon Capital Management LP
Position in ALSN — Allison Transmission Holdings Inc
CIK 1479847
BERKELEY, CA
Position in ALSN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,788,352
+$7,274,573 QoQ
Shares Held
66,533
+1167.8% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Voleon Capital Management LP holds $55,434,379 across 9 Auto Parts names. ALSN ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
412,238 | $38,053,689 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
This page
|
66,533 | $7,788,352 | |
| 3 | AZO |
Autozone Inc
|
1,182 | $3,992,535 | |
| 4 | ATMU |
Atmus Filtration Technologies Inc.
|
61,608 | $3,497,486 | |
| 5 | SLDP |
Solid Power, Inc.
|
490,125 | $1,470,375 | |
| 6 | AUR |
Aurora Innovation, Inc.
|
113,255 | $466,610 | |
| 7 | SES |
SES AI Corp
|
84,143 | $80,945 | |
| 8 | MVST |
Microvast Holdings, Inc.
|
29,339 | $44,008 |
All Filings in ALSN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,788,352 | 66,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,779 | 5,248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,750,819 | 20,627 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||