Voleon Capital Management LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.3B

Holdings

325

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (325 positions)

StockValue
AAPLAPPLE INC
$90.4M
NVDANVIDIA CORPORATION
$87.7M
MSFTMICROSOFT CORP
$74.0M
GOOGLALPHABET INC
$62.2M
AMZNAMAZON COM INC
$54.9M
METAMETA PLATFORMS INC
$28.4M
TSLATESLA INC
$26.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$22.3M
MAMASTERCARD INCORPORATED
$20.6M
JPMJPMORGAN CHASE & CO.
$18.0M
JNJJOHNSON & JOHNSON
$16.4M
AVGOBROADCOM INC
$14.3M
PEOEXELON CORP
$13.6M
RDDTREDDIT INC
$12.9M
UNPUNION PAC CORP
$11.7M
ABBVABBVIE INC
$11.4M
PEPPEPSICO INC
$11.4M
WMTWALMART INC
$11.2M
ITGARTNER INC
$11.0M
WFCWELLS FARGO CO NEW
$10.6M
DASHDOORDASH INC
$10.5M
CAHCARDINAL HEALTH INC
$10.3M
MRSHMARSH & MCLENNAN COS INC
$10.3M
CSXCSX CORP
$9.3M
GEVGE VERNOVA INC
$9.2M
ORCLORACLE CORP
$9.0M
LRCXLAM RESEARCH CORP
$9.0M
KLACKLA CORP
$8.9M
ALNYALNYLAM PHARMACEUTICALS INC
$8.7M
NOWSERVICENOW INC
$8.7M
TOSTTOAST INC
$8.2M
GEGE AEROSPACE
$8.2M
RBRKRUBRIK INC.
$8.1M
GWWGRAINGER W W INC
$7.9M
DWDMORGAN STANLEY
$7.9M
TRGPTARGA RES CORP
$7.9M
TAT&T INC
$7.8M
ORLYOREILLY AUTOMOTIVE INC
$7.6M
CVNACARVANA CO
$7.5M
WABWABTEC
$7.4M
PAGPPLAINS GP HLDGS L P
$7.4M
INTCINTEL CORP
$7.4M
MORNMORNINGSTAR INC
$7.4M
FTNTFORTINET INC
$7.3M
EOGEOG RES INC
$6.9M
VLTOVERALTO CORP
$6.8M
CAVACAVA GROUP INC
$6.6M
BACBANK AMERICA CORP
$6.6M
XOMEXXON MOBIL CORP
$6.6M
UNHUNITEDHEALTH GROUP INC
$6.6M
GRMNGARMIN LTD
$6.5M
FICOFAIR ISAAC CORP
$6.4M
ROSTROSS STORES INC
$6.4M
PGRPROGRESSIVE CORP
$6.2M
4I1PHILIP MORRIS INTL INC
$6.1M
PLTRPALANTIR TECHNOLOGIES INC
$6.1M
SPGIS&P GLOBAL INC
$6.0M
CCLCARNIVAL CORP
$5.9M
LIILENNOX INTL INC
$5.9M
LLYELI LILLY & CO
$5.7M
LMTLOCKHEED MARTIN CORP
$5.6M
SOSOUTHERN CO
$5.6M
HOODROBINHOOD MKTS INC
$5.5M
CARTMAPLEBEAR INC
$5.5M
BOWBOWHEAD SPECIALTY HLDGS INC
$5.5M
WMWASTE MGMT INC DEL
$5.4M
ISRGINTUITIVE SURGICAL INC
$5.4M
VRTXVERTEX PHARMACEUTICALS INC
$5.3M
MCOMOODYS CORP
$5.3M
VRSNVERISIGN INC
$5.3M
MRKMERCK & CO INC
$5.3M
CITHE CIGNA GROUP
$5.2M
GDGENERAL DYNAMICS CORP
$5.2M
GILDGILEAD SCIENCES INC
$5.2M
STZCONSTELLATION BRANDS INC
$5.1M
BSXBOSTON SCIENTIFIC CORP
$5.0M
ALABASTERA LABS INC
$4.7M
TYLTYLER TECHNOLOGIES INC
$4.5M
DC4DEXCOM INC
$4.5M
DUOLDUOLINGO INC
$4.4M
APHAMPHENOL CORP NEW
$4.4M
KDKYNDRYL HLDGS INC
$4.3M
BRBRBELLRING BRANDS INC
$4.3M
MLB1MERCADOLIBRE INC
$4.1M
MCKMCKESSON CORP
$4.1M
RBLXROBLOX CORP
$4.0M
ROPROPER TECHNOLOGIES INC
$4.0M
TRVCCITIGROUP INC
$4.0M
ADMARCHER DANIELS MIDLAND CO
$3.9M
LNGCHENIERE ENERGY INC
$3.9M
PGPROCTER AND GAMBLE CO
$3.8M
FCXFREEPORT-MCMORAN INC
$3.8M
ADPAUTOMATIC DATA PROCESSING IN
$3.7M
LYVLIVE NATION ENTERTAINMENT IN
$3.7M
CNCCENTENE CORP DEL
$3.7M
WMBWILLIAMS COS INC
$3.6M
PPGPPG INDS INC
$3.6M
PG4PRINCIPAL FINANCIAL GROUP IN
$3.5M
TTTRANE TECHNOLOGIES PLC
$3.5M
PKGPACKAGING CORP AMER
$3.4M
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