Voloridge Investment Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
COSTCO WHOLESALE CORP /NEW	—	$712.90M	826,708	2.5%
Netflix Inc	—	$518.45M	5,529,499	1.8%
MICROSOFT CORP	—	$466.95M	965,521	1.6%
Amazon.com Inc	—	$379.86M	1,645,704	1.3%
Palantir Technologies Inc	—	$356.33M	2,004,689	1.3%
MARSH & MCLENNAN COMPANIES, INC.	—	$318.49M	1,716,766	1.1%
ADVANCED MICRO DEVICES INC	—	$297.83M	1,390,712	1.0%
Airbnb, Inc.	—	$269.33M	1,984,447	0.9%
Mastercard Inc	—	$261.73M	458,473	0.9%
ROPER TECHNOLOGIES INC	—	$245.98M	552,611	0.9%
NOVO-NORDISK A S	—	$244.59M	4,807,279	0.9%
CINTAS CORP	—	$223.76M	1,189,748	0.8%
VICI PROPERTIES INC.	—	$219.11M	7,792,028	0.8%
Motorola Solutions, Inc.	—	$217.49M	567,395	0.8%
SoFi Technologies, Inc.	—	$205.71M	7,857,647	0.7%
Tapestry Inc	—	$199.04M	1,557,813	0.7%
NVIDIA Corp	—	$175.12M	939,001	0.6%
Robinhood Markets, Inc.	—	$174.39M	1,541,952	0.6%
BOSTON SCIENTIFIC CORP	—	$172.00M	1,803,913	0.6%
Hilton Worldwide Holdings Inc.	—	$165.69M	576,814	0.6%
ELECTRONIC ARTS INC.	—	$165.15M	808,268	0.6%
ON Semiconductor Corp	—	$164.12M	3,030,777	0.6%
AT&T INC.	—	$161.55M	6,503,566	0.6%
Trade Desk, Inc.	—	$159.74M	4,208,083	0.6%
AMETEK Inc	—	$159.33M	776,060	0.6%
Booking Holdings Inc	—	$157.71M	29,450	0.6%
PAYCHEX INC	—	$151.58M	1,351,211	0.5%
SCHWAB CHARLES CORP	—	$150.64M	1,507,740	0.5%
Intercontinental Exchange, Inc.	—	$145.05M	895,619	0.5%
Zoetis Inc.	—	$144.01M	1,144,610	0.5%
Wayfair Inc.	—	$136.59M	1,360,345	0.5%
CARDINAL HEALTH INC	—	$133.96M	651,878	0.5%
PayPal Holdings, Inc.	—	$133.76M	2,291,213	0.5%
ILLINOIS TOOL WORKS INC	—	$131.66M	534,542	0.5%
GE Vernova Inc.	—	$124.20M	190,038	0.4%
Trane Technologies plc	—	$123.43M	317,142	0.4%
AppLovin Corp	—	$120.67M	179,083	0.4%
Copart Inc	—	$120.52M	3,078,502	0.4%
Otis Worldwide Corp	—	$118.05M	1,351,489	0.4%
ROBLOX Corp	—	$116.24M	1,434,470	0.4%
TE Connectivity PLC	—	$113.96M	500,915	0.4%
BlackRock, Inc.	—	$113.22M	105,776	0.4%
Nebius Group N.V.	—	$113.14M	1,351,614	0.4%
GoDaddy Inc.	—	$111.94M	902,126	0.4%
OLD DOMINION FREIGHT LINE, INC.	—	$110.25M	703,154	0.4%
AerCap Holdings N.V.	—	$106.05M	737,659	0.4%
PFIZER INC	—	$105.71M	4,245,354	0.4%
AMPHENOL CORP /DE	—	$104.63M	774,269	0.4%
CARRIER GLOBAL Corp	—	$104.32M	1,974,350	0.4%
STRYKER CORP	—	$101.97M	290,130	0.4%