Voleon Capital Management LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$4.6B

Holdings

770

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (770 positions)

StockValue
ARQTARCUTIS BIOTHERAPEUTICS INC
$5.0M
SHWSHERWIN WILLIAMS CO
$5.0M
GWWWW GRAINGER INC
$5.0M
CNCCENTENE CORP DEL
$5.0M
MSIMOTOROLA SOLUTIONS INC
$4.0M
AMEAMETEK INC
$4.0M
ESPRESPERION THERAPEUTICS INC NE
$4.0M
SRADSPORTRADAR GROUP AG
$4.0M
VRRMVERRA MOBILITY CORP
$4.0M
VIKVIKING HOLDINGS LTD
$4.0M
1RGREV GROUP INC
$4.0M
ESABESAB CORPORATION
$4.0M
BRBRBELLRING BRANDS INC
$4.0M
BBIOBRIDGEBIO PHARMA INC
$4.0M
SPHRSPHERE ENTERTAINMENT CO
$4.0M
FERGFERGUSON ENTERPRISES INC
$4.0M
ACNACCENTURE PLC IRELAND
$4.0M
BNBROOKFIELD CORP
$4.0M
VERXVERTEX INC
$4.0M
CMRECOSTAMARE INC
$4.0M
CRWVCOREWEAVE INC
$4.0M
ENSGENSIGN GROUP INC
$4.0M
AITAPPLIED INDL TECHNOLOGIES IN
$4.0M
MTZMASTEC INC
$4.0M
PINSPINTEREST INC
$4.0M
ATECALPHATEC HLDGS INC
$4.0M
CBRECBRE GROUP INC
$4.0M
SEZLSEZZLE INC
$4.0M
ASAMER SPORTS INC
$3.0M
CLMTCALUMET INC
$3.0M
KLACKLA CORP
$3.0M
PRGPROG HOLDINGS INC
$3.0M
RFREGIONS FINANCIAL CORP NEW
$3.0M
MFGMIZUHO FINANCIAL GROUP INC
$3.0M
AVDLAVADEL PHARMACEUTICALS PLC
$3.0M
MNDYMONDAY COM LTD
$3.0M
CPNGCOUPANG INC
$3.0M
UTHUNITED THERAPEUTICS CORP DEL
$3.0M
MCDMCDONALDS CORP
$3.0M
WDAYWORKDAY INC
$3.0M
COCOVITA COCO CO INC
$3.0M
SMRNUSCALE PWR CORP
$3.0M
NVTSNAVITAS SEMICONDUCTOR CORP
$3.0M
MSCIMSCI INC
$3.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$3.0M
CRVLCORVEL CORP
$3.0M
DKSDICKS SPORTING GOODS INC
$3.0M
ARMARM HOLDINGS PLC
$3.0M
MSGEMADISON SQUARE GARDEN ENTMT
$3.0M
CUCAAVIS BUDGET GROUP
$3.0M
HPHELMERICH & PAYNE INC
$3.0M
HUMHUMANA INC
$3.0M
ECLECOLAB INC
$3.0M
NVRNVR INC
$3.0M
JOBYJOBY AVIATION INC
$3.0M
ONTOONTO INNOVATION INC
$3.0M
CRCCANADIAN NAT RES LTD
$3.0M
NKENIKE INC
$3.0M
FASTFASTENAL CO
$3.0M
BAPCREDICORP LTD
$3.0M
WSMWILLIAMS SONOMA INC
$3.0M
CXMSPRINKLR INC
$3.0M
GSATGLOBALSTAR INC
$3.0M
DECKDECKERS OUTDOOR CORP
$3.0M
LDOSLEIDOS HOLDINGS INC
$3.0M
CENXCENTURY ALUM CO
$3.0M
NSSCNAPCO SEC TECHNOLOGIES INC
$3.0M
TXRHTEXAS ROADHOUSE INC
$3.0M
CWCURTISS WRIGHT CORP
$3.0M
MNSTMONSTER BEVERAGE CORP NEW
$3.0M
RIGTRANSOCEAN LTD
$3.0M
SATSECHOSTAR CORP
$3.0M
TRVTRAVELERS COMPANIES INC
$3.0M
DINOHF SINCLAIR CORP
$3.0M
TVTXTRAVERE THERAPEUTICS INC
$3.0M
PPLPPL CORP
$3.0M
EXPOEXPONENT INC
$3.0M
CHKPCHECK POINT SOFTWARE TECH LT
$3.0M
TROWPRICE T ROWE GROUP INC
$3.0M
MCYMERCURY GENL CORP NEW
$3.0M
RSGREPUBLIC SVCS INC
$3.0M
EDCONSOLIDATED EDISON INC
$2.0M
INGMINGRAM MICRO HLDG CORP
$2.0M
CDNSCADENCE DESIGN SYSTEM INC
$2.0M
NXPINXP SEMICONDUCTORS N V
$2.0M
ARVNARVINAS INC
$2.0M
UUNITY SOFTWARE INC
$2.0M
PNCPNC FINL SVCS GROUP INC
$2.0M
NUENUCOR CORP
$2.0M
IBNICICI BANK LIMITED
$2.0M
VETVERMILION ENERGY INC
$2.0M
DHRDANAHER CORPORATION
$2.0M
FDXFEDEX CORP
$2.0M
DRSLEONARDO DRS INC
$2.0M
TNETTRINET GROUP INC
$2.0M
BBSIBARRETT BUSINESS SVCS INC
$2.0M
CHYMCHIME FINL INC
$2.0M
ARWRARROWHEAD PHARMACEUTICALS IN
$2.0M
IFSINTERCORP FINL SVCS INC
$2.0M
SCCOSOUTHERN COPPER CORP
$2.0M
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