Voleon Capital Management LP Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$1.3B

Holdings

323

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (323 positions)

StockValue
AG8AGILENT TECHNOLOGIES INC
$1.0M
SITESITEONE LANDSCAPE SUPPLY INC
$1.0M
PCARPACCAR INC
$996K
PNCPNC FINL SVCS GROUP INC
$993K
ELLAUDER ESTEE COS INC
$973K
PLTRPALANTIR TECHNOLOGIES INC
$946K
PGRPROGRESSIVE CORP
$910K
KRKROGER CO
$906K
T7DTRANSDIGM GROUP INC
$898K
KEXKIRBY CORP
$893K
NTNXNUTANIX INC
$879K
AGLAGILON HEALTH INC
$876K
PBIPITNEY BOWES INC
$869K
CHWYCHEWY INC
$868K
SPSCSPS COMM INC
$863K
CWHCAMPING WORLD HLDGS INC
$858K
CCLCARNIVAL CORP
$857K
IOTSAMSARA INC
$857K
PAYOPAYONEER GLOBAL INC
$854K
OPENOPENDOOR TECHNOLOGIES INC
$854K
TXG10X GENOMICS INC
$848K
ADMARCHER DANIELS MIDLAND CO
$846K
CRGYCRESCENT ENERGY COMPANY
$834K
ALLEALLEGION PLC
$830K
MTGMGIC INVT CORP WIS
$801K
BACVERIZON COMMUNICATIONS INC
$801K
NKENIKE INC
$790K
REGNREGENERON PHARMACEUTICALS
$789K
CARTMAPLEBEAR INC
$763K
NTAPNETAPP INC
$758K
ESEVERSOURCE ENERGY
$747K
SMRNUSCALE PWR CORP
$741K
RYTMRHYTHM PHARMACEUTICALS INC
$732K
EDCONSOLIDATED EDISON INC
$720K
WSTWEST PHARMACEUTICAL SVSC INC
$710K
YUMYUM BRANDS INC
$698K
HESMHESS MIDSTREAM LP
$697K
MSGEMADISON SQUARE GARDEN ENTMT
$684K
KVYOKLAVIYO INC
$683K
PYPLPAYPAL HLDGS INC
$678K
APLSAPELLIS PHARMACEUTICALS INC
$660K
PRUPRUDENTIAL FINL INC
$634K
ITTITT INC
$632K
DYNDYNE THERAPEUTICS INC
$624K
HIGHARTFORD INSURANCE GROUP INC
$610K
ULSUL SOLUTIONS INC
$608K
BPOPPOPULAR INC
$588K
CRVLCORVEL CORP
$580K
WTWWILLIS TOWERS WATSON PLC LTD
$571K
PBFPBF ENERGY INC
$569K
TIPTTIPTREE INC
$567K
AFRMAFFIRM HLDGS INC
$564K
CNPCENTERPOINT ENERGY INC
$557K
DUOLDUOLINGO INC
$557K
SCHWSCHWAB CHARLES CORP
$540K
MSGSMADISON SQUARE GRDN SPRT COR
$532K
ADIANALOG DEVICES INC
$498K
CACCCREDIT ACCEP CORP MICH
$498K
BROSDUTCH BROS INC
$487K
OSKOSHKOSH CORP
$485K
IRMDIRADIMED CORP
$477K
FCXFREEPORT-MCMORAN INC
$460K
VRSKVERISK ANALYTICS INC
$445K
PATHUIPATH INC
$437K
FASTFASTENAL CO
$433K
ALHCALIGNMENT HEALTHCARE INC
$426K
VSATVIASAT INC
$422K
HGHAMILTON INSURANCE GROUP LTD
$412K
EMEEMCOR GROUP INC
$401K
EVREVERCORE INC
$400K
LUMNLUMEN TECHNOLOGIES INC
$397K
RKLBROCKET LAB USA INC
$397K
AMCAMC ENTMT HLDGS INC
$396K
JHGJANUS HENDERSON GROUP PLC
$395K
DDOMINION ENERGY INC
$391K
AMRXAMNEAL PHARMACEUTICALS INC
$389K
TPCTUTOR PERINI CORP
$385K
DVNDEVON ENERGY CORP NEW
$377K
CLXCLOROX CO DEL
$375K
RSIRUSH STREET INTERACTIVE INC
$360K
G3VGREEN PLAINS INC
$358K
QLYSQUALYS INC
$355K
WEAVWEAVE COMMUNICATIONS INC
$354K
PPLPPL CORP
$346K
DYHTARGET CORP
$342K
ABNBAIRBNB INC
$334K
SWXSOUTHWEST GAS HLDGS INC
$332K
INTAINTAPP INC
$326K
CTRACOTERRA ENERGY INC
$320K
WDAYWORKDAY INC
$309K
USLMUNITED STS LIME & MINERALS I
$300K
ENSGENSIGN GROUP INC
$299K
MRVIMARAVAI LIFESCIENCES HLDGS I
$296K
REEVEREST GROUP LTD
$296K
PRGPROG HOLDINGS INC
$282K
HBANHUNTINGTON BANCSHARES INC
$282K
ASPNASPEN AEROGELS INC
$282K
TRVTRAVELERS COMPANIES INC
$273K
AEPAMERICAN ELEC PWR CO INC
$268K
ONON SEMICONDUCTOR CORP
$265K
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