Voleon Capital Management LP Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$1.3B

Holdings

148

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
AMZNAMAZON COM INC
$78.1M
AAPLAPPLE INC
$77.9M
ALLERGAN PLC
$75.4M
BACBANK AMER CORP
$74.7M
PGPROCTER & GAMBLE CO
$71.4M
TRVCCITIGROUP INC
$62.8M
CRMSALESFORCE COM INC
$44.4M
ACNACCENTURE PLC IRELAND
$36.2M
MSFTMICROSOFT CORP
$36.1M
DISDISNEY WALT CO
$32.6M
IACIEURIAC INTERACTIVECORP
$28.3M
IBMINTERNATIONAL BUSINESS MACHS
$20.8M
NOCNORTHROP GRUMMAN CORP
$19.5M
ADBEADOBE INC
$19.3M
AMGNAMGEN INC
$17.8M
CSCOCISCO SYS INC
$17.4M
CZREURCAESARS ENTMT CORP
$17.4M
CATCATERPILLAR INC DEL
$17.3M
METAFACEBOOK INC
$16.6M
METMETLIFE INC
$16.3M
COPCONOCOPHILLIPS
$15.6M
ADPAUTOMATIC DATA PROCESSING IN
$15.0M
FRCBFIRST REP BK SAN FRANCISCO C
$13.6M
ELVANTHEM INC
$13.0M
MEDIDATA SOLUTIONS INC
$12.7M
BACVERIZON COMMUNICATIONS INC
$12.6M
BKBANK NEW YORK MELLON CORP
$12.0M
COSTCOSTCO WHSL CORP NEW
$11.5M
SUNTRUST BKS INC
$10.4M
MYLAN N V
$10.4M
PNCPNC FINL SVCS GROUP INC
$10.0M
ADIANALOG DEVICES INC
$9.7M
EAELECTRONIC ARTS INC
$9.7M
CELGCELGENE CORP
$9.5M
BABOEING CO
$9.5M
WCGEURWELLCARE HEALTH PLANS INC
$9.1M
ICEINTERCONTINENTAL EXCHANGE IN
$9.0M
EWEDWARDS LIFESCIENCES CORP
$9.0M
BLKCHFBLACKROCK INC
$7.6M
VRTXVERTEX PHARMACEUTICALS INC
$7.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.3M
ADSKAUTODESK INC
$7.2M
WBC1EURWABCO HLDGS INC
$7.2M
BSXBOSTON SCIENTIFIC CORP
$7.1M
AKAMAKAMAI TECHNOLOGIES INC
$6.8M
BKRBAKER HUGHES A GE CO
$6.6M
TMOTHERMO FISHER SCIENTIFIC INC
$6.4M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$6.3M
ADSWADVANCED DISP SVCS INC DEL
$6.3M
LMTLOCKHEED MARTIN CORP
$6.2M
ATHENE HLDG LTD
$6.2M
A4SAMERIPRISE FINL INC
$5.9M
DECKDECKERS OUTDOOR CORP
$5.7M
GEGENERAL ELECTRIC CO
$5.5M
AMDADVANCED MICRO DEVICES INC
$5.3M
DLTRDOLLAR TREE INC
$5.3M
ACGLARCH CAP GROUP LTD
$5.2M
MCOMOODYS CORP
$5.1M
APHAMPHENOL CORP NEW
$5.1M
CITCINTAS CORP
$4.8M
AIGAMERICAN INTL GROUP INC
$4.8M
NRANRG ENERGY INC
$4.8M
MCDMCDONALDS CORP
$4.7M
CPRTCOPART INC
$4.2M
MEDICINES CO
$4.2M
INTELSAT S A
$4.1M
ATVIEURACTIVISION BLIZZARD INC
$3.7M
SKAASKECHERS U S A INC
$3.6M
AFGAMERICAN FINL GROUP INC OHIO
$3.6M
ABTABBOTT LABS
$3.3M
BUWABIO RAD LABS INC
$3.3M
FANGDIAMONDBACK ENERGY INC
$3.3M
AKXANSYS INC
$3.3M
CTVACORTEVA INC
$3.1M
NCLHNORWEGIAN CRUISE LINE HLDG L
$3.1M
GWRUSDGENESEE & WYO INC
$3.1M
MKTXMARKETAXESS HLDGS INC
$2.9M
CVNACARVANA CO
$2.9M
QRVOQORVO INC
$2.7M
TECH DATA CORP
$2.7M
LPLALPL FINL HLDGS INC
$2.7M
FTNTFORTINET INC
$2.7M
EVRGEVERGY INC
$2.6M
OCOWENS CORNING NEW
$2.5M
FFORD MTR CO DEL
$2.5M
BUNGE LIMITED
$2.5M
ALXNALEXION PHARMACEUTICALS INC
$2.4M
HERTZ GLOBAL HLDGS INC
$2.4M
FAFFIRST AMERN FINL CORP
$2.3M
MDBMONGODB INC
$2.3M
AGOASSURED GUARANTY LTD
$2.3M
FNFFIDELITY NATIONAL FINANCIAL
$2.3M
DTEDTE ENERGY CO
$2.3M
NBL2EURNOBLE ENERGY INC
$2.2M
ETSYETSY INC
$2.1M
AIZASSURANT INC
$2.1M
ZEN1EURZENDESK INC
$2.1M
LWLAMB WESTON HLDGS INC
$2.0M
ACACIA COMMUNICATIONS INC
$2.0M
CIENCIENA CORP
$2.0M
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