Institutions / Voleon Capital Management LP

Voleon Capital Management LP

CIK 1479847 · Institution · as of Dec 31, 2025
Portfolio value
$4.65B
Positions
770
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 770 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$291.73M1,564,2366.3%
Apple Inc.$270.32M994,3265.8%
Microsoft Corp$230.18M475,9585.0%
Alphabet Inc.$209.24M668,4884.5%
Amazon.com Inc$138.61M600,5053.0%
Tesla Inc$88.58M196,9631.9%
Broadcom Inc.$62.61M180,8951.3%
Meta Platforms Inc$59.35M89,9061.3%
Warren E. Buffett$59.34M118,0501.3%
Mastercard Inc$59.09M103,4991.3%
PROCTER & GAMBLE Co$47.80M333,5161.0%
ELI LILLY & Co$43.56M40,5300.9%
Booking Holdings Inc$41.86M7,8170.9%
Walmart Inc.$36.30M325,7920.8%
Dexcom Inc$35.66M537,2720.8%
JPMORGAN CHASE & CO$33.68M104,5150.7%
Fortinet Inc$32.32M407,0600.7%
Chipotle Mexican Grill Inc$31.87M861,2650.7%
Marathon Petroleum Corp$31.86M195,8970.7%
Lam Research Corp$30.74M179,6000.7%
AbbVie Inc.$30.68M134,2650.7%
Robinhood Markets, Inc.$30.58M270,3750.7%
GE Vernova Inc.$29.58M45,2620.6%
Lockheed Martin Corp$29.57M61,1420.6%
Union Pacific Corp$28.74M124,2450.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.