VOYA INVESTMENT MANAGEMENT LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 8,710,295 | 10,126,905 | +1,416,610 | 2,113,560,658 | 3,165,246,702 | +1,051,686,044 |
| ELI LILLY & CO | 0 | 1,460,864 | +1,460,864 | 0 | 1,568,484,762 | +1,568,484,762 |
| WESTERN DIGITAL CORP | 0 | 0 | 0 | 0 | 624,287,156 | +624,287,156 |
| LIVE NATION ENTERTAINMENT IN | 0 | 0 | 0 | 0 | 468,079,560 | +468,079,560 |
| EXPEDIA GROUP INC | 0 | 0 | 0 | 0 | 425,829,430 | +425,829,430 |
| APPLE INC | 15,073,446 | 15,526,172 | +452,726 | 3,835,271,862 | 4,217,916,187 | +382,644,325 |
| STRATEGY INC | 0 | 0 | 0 | 0 | 379,490,172 | +379,490,172 |
| COINBASE GLOBAL INC | 0 | 0 | 0 | 0 | 376,950,000 | +376,950,000 |
| LUMENTUM HLDGS INC | 0 | 0 | 0 | 0 | 350,124,840 | +350,124,840 |
| LAM RESEARCH CORP | 0 | 5,395,295 | +5,395,295 | 0 | 922,422,304 | +922,422,304 |
| SNOWFLAKE INC | 0 | 0 | 0 | 0 | 324,391,580 | +324,391,580 |
| MICRON TECHNOLOGY INC | 0 | 2,544,822 | +2,544,822 | 0 | 725,292,558 | +725,292,558 |
| GE VERNOVA INC | 0 | 593,165 | +593,165 | 0 | 387,674,849 | +387,674,849 |
| COCA COLA CO | 0 | 6,736,954 | +6,736,954 | 0 | 470,494,129 | +470,494,129 |
| CLOUDFLARE INC | 0 | 0 | 0 | 0 | 289,194,412 | +289,194,412 |
| MKS INC. | 0 | 0 | 0 | 0 | 286,093,080 | +286,093,080 |
| RIVIAN AUTOMOTIVE INC | 0 | 0 | 0 | 0 | 284,310,203 | +284,310,203 |
| AIRBNB INC | 0 | 0 | 0 | 0 | 277,313,600 | +277,313,600 |
| COHERENT CORP | 0 | 1,571,803 | +1,571,803 | 0 | 290,107,680 | +290,107,680 |
| ASML HOLDING N V | 28,775 | 274,669 | +245,894 | 27,856,790 | 293,857,376 | +266,000,586 |
| UBER TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 257,911,765 | +257,911,765 |
| MERCK & CO INC | 0 | 2,986,471 | +2,986,471 | 0 | 314,356,020 | +314,356,020 |
| GUARDANT HEALTH INC | 0 | 0 | 0 | 0 | 247,144,975 | +247,144,975 |
| ALPHABET INC | 2,911,935 | 3,013,861 | +101,926 | 709,202,011 | 945,749,941 | +236,547,930 |
| INTERNATIONAL BUSINESS MACHS | 0 | 966,666 | +966,666 | 0 | 286,336,581 | +286,336,581 |
| SHOPIFY INC | 0 | 1,392,374 | +1,392,374 | 0 | 224,130,443 | +224,130,443 |
| ADVANCED MICRO DEVICES INC | 1,058,422 | 1,837,609 | +779,187 | 170,931,946 | 392,743,238 | +221,811,292 |
| TRIP COM GROUP LTD | 0 | 0 | 0 | 0 | 221,679,165 | +221,679,165 |
| INVESCO EXCHANGE TRADED FD T | 0 | 1,141,275 | +1,141,275 | 0 | 218,622,639 | +218,622,639 |
| CIENA CORP | 0 | 946,820 | +946,820 | 0 | 221,432,793 | +221,432,793 |
| GLOBAL PMTS INC | 0 | 0 | 0 | 0 | 208,337,693 | +208,337,693 |
| BERKSHIRE HATHAWAY INC DEL | 630,510 | 1,041,762 | +411,252 | 316,983,147 | 523,641,900 | +206,658,753 |
| ALNYLAM PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 205,882,712 | +205,882,712 |
| WAYFAIR INC | 0 | 0 | 0 | 0 | 204,043,904 | +204,043,904 |
| BLOCK INC | 0 | 0 | 0 | 0 | 197,517,676 | +197,517,676 |
| CUMMINS INC | 0 | 465,821 | +465,821 | 0 | 237,778,330 | +237,778,330 |
| JAZZ INVESTMENTS I LTD | 0 | 0 | 0 | 0 | 193,837,560 | +193,837,560 |
| DATADOG INC | 0 | 0 | 0 | 0 | 190,282,556 | +190,282,556 |
| NEXTERA ENERGY CAP HLDGS INC | 0 | 0 | 0 | 0 | 188,396,468 | +188,396,468 |
| GOLDMAN SACHS GROUP INC | 0 | 411,340 | +411,340 | 0 | 360,697,915 | +360,697,915 |
| AFFIRM HLDGS INC | 0 | 0 | 0 | 0 | 175,545,804 | +175,545,804 |
| BILL HOLDINGS INC | 0 | 0 | 0 | 0 | 172,976,897 | +172,976,897 |
| PARSONS CORP DEL | 0 | 0 | 0 | 0 | 169,151,423 | +169,151,423 |
| CARDINAL HEALTH INC | 821,723 | 1,436,619 | +614,896 | 128,977,642 | 295,225,205 | +166,247,563 |
| ALBEMARLE CORP | 0 | 2,700,000 | +2,700,000 | 0 | 160,353,000 | +160,353,000 |
| IRHYTHM TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 160,188,000 | +160,188,000 |
| UNITED RENTALS INC | 0 | 229,184 | +229,184 | 0 | 184,971,644 | +184,971,644 |
| DRAFTKINGS INC NEW | 0 | 0 | 0 | 0 | 155,439,497 | +155,439,497 |
| REGENERON PHARMACEUTICALS | 0 | 294,049 | +294,049 | 0 | 226,757,451 | +226,757,451 |
| IONIS PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 152,653,714 | +152,653,714 |
| CONFLUENT INC | 0 | 0 | 0 | 0 | 146,901,150 | +146,901,150 |
| SYNAPTICS INC | 0 | 0 | 0 | 0 | 145,469,710 | +145,469,710 |
| AEROVIRONMENT INC | 0 | 0 | 0 | 0 | 135,975,563 | +135,975,563 |
| JAZZ INVESTMENTS I LTD | 0 | 0 | 0 | 0 | 131,243,109 | +131,243,109 |
| ROCKWELL AUTOMATION INC | 0 | 798,216 | +798,216 | 0 | 310,561,900 | +310,561,900 |
| AMPHENOL CORP NEW | 5,108,325 | 5,637,864 | +529,539 | 632,155,219 | 761,900,941 | +129,745,722 |
| SOLARIS ENERGY INFRAS INC | 0 | 0 | 0 | 0 | 128,357,469 | +128,357,469 |
| MARRIOTT INTL INC NEW | 0 | 448,740 | +448,740 | 0 | 139,217,097 | +139,217,097 |
| MICROCHIP TECHNOLOGY INC. | 0 | 0 | 0 | 0 | 127,231,961 | +127,231,961 |
| ARGENX SE | 21,610 | 169,098 | +147,488 | 15,938,672 | 142,202,963 | +126,264,291 |
| AKAMAI TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 125,826,000 | +125,826,000 |
| ETSY INC | 0 | 0 | 0 | 0 | 120,308,183 | +120,308,183 |
| FORD MTR CO | 0 | 0 | 0 | 0 | 118,550,247 | +118,550,247 |
| SEA LTD | 0 | 0 | 0 | 0 | 112,858,920 | +112,858,920 |
| INTUIT | 0 | 559,389 | +559,389 | 0 | 369,929,651 | +369,929,651 |
| TIDAL TR IV | 0 | 2,200,000 | +2,200,000 | 0 | 110,418,000 | +110,418,000 |
| LUMENTUM HLDGS INC | 0 | 544,599 | +544,599 | 0 | 200,733,745 | +200,733,745 |
| TIDAL TR IV | 0 | 2,200,000 | +2,200,000 | 0 | 109,999,340 | +109,999,340 |
| GILEAD SCIENCES INC | 0 | 2,747,594 | +2,747,594 | 0 | 337,239,792 | +337,239,792 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 3,007,536 | +3,007,536 | 0 | 913,270,108 | +913,270,108 |
| PARKER-HANNIFIN CORP | 0 | 517,630 | +517,630 | 0 | 454,166,214 | +454,166,214 |
| GRANITE CONSTR INC | 0 | 0 | 0 | 0 | 108,616,000 | +108,616,000 |
| BROADCOM INC | 9,337,786 | 9,214,603 | -123,183 | 3,077,852,466 | 3,186,449,104 | +108,596,638 |
| TIDAL TR IV | 0 | 2,160,000 | +2,160,000 | 0 | 107,855,496 | +107,855,496 |
| GUIDEWIRE SOFTWARE INC | 0 | 0 | 0 | 0 | 106,012,400 | +106,012,400 |
| SHIFT4 PMTS INC | 0 | 0 | 0 | 0 | 105,064,858 | +105,064,858 |
| PROCTER AND GAMBLE CO | 0 | 1,528,142 | +1,528,142 | 0 | 218,817,091 | +218,817,091 |
| ASTRAZENECA PLC | 1,899,502 | 2,672,165 | +772,663 | 145,729,793 | 245,501,576 | +99,771,783 |
| INTUITIVE SURGICAL INC | 0 | 686,927 | +686,927 | 0 | 389,049,106 | +389,049,106 |
| ETSY INC | 0 | 0 | 0 | 0 | 95,182,213 | +95,182,213 |
| INSULET CORP | 0 | 400,870 | +400,870 | 0 | 113,943,289 | +113,943,289 |
| MARVELL TECHNOLOGY INC | 0 | 1,123,736 | +1,123,736 | 0 | 95,495,086 | +95,495,086 |
| REPLIGEN CORP | 0 | 0 | 0 | 0 | 89,577,950 | +89,577,950 |
| BLOCK INC | 0 | 0 | 0 | 0 | 88,654,500 | +88,654,500 |
| WATERS CORP | 0 | 350,927 | +350,927 | 0 | 132,960,261 | +132,960,261 |
| VERTEX PHARMACEUTICALS INC | 0 | 562,352 | +562,352 | 0 | 254,372,191 | +254,372,191 |
| MCKESSON CORP | 0 | 668,238 | +668,238 | 0 | 547,606,424 | +547,606,424 |
| APPLIED MATLS INC | 216,689 | 499,410 | +282,721 | 44,364,906 | 128,343,376 | +83,978,470 |
| MORGAN STANLEY | 0 | 3,557,792 | +3,557,792 | 0 | 631,614,813 | +631,614,813 |
| SNAP INC | 0 | 0 | 0 | 0 | 82,060,581 | +82,060,581 |
| ICON PLC | 0 | 438,319 | +438,319 | 0 | 79,870,569 | +79,870,569 |
| OLD DOMINION FREIGHT LINE IN | 0 | 539,791 | +539,791 | 0 | 84,639,229 | +84,639,229 |
| ROCKET LAB CORP | 0 | 2,192,749 | +2,192,749 | 0 | 152,966,170 | +152,966,170 |
| VANGUARD TAX-MANAGED FDS | 0 | 5,763,869 | +5,763,869 | 0 | 360,068,896 | +360,068,896 |
| STIFEL FINL CORP | 0 | 584,755 | +584,755 | 0 | 73,223,083 | +73,223,083 |
| HEICO CORP NEW | 0 | 416,091 | +416,091 | 0 | 134,643,283 | +134,643,283 |
| EXPEDITORS INTL WASH INC | 0 | 486,531 | +486,531 | 0 | 72,497,985 | +72,497,985 |
| JPMORGAN CHASE & CO. | 0 | 3,072,539 | +3,072,539 | 0 | 990,033,562 | +990,033,562 |
| WELLS FARGO CO NEW | 0 | 8,791,111 | +8,791,111 | 0 | 818,967,878 | +818,967,878 |
| PALANTIR TECHNOLOGIES INC | 0 | 3,177,499 | +3,177,499 | 0 | 564,303,167 | +564,303,167 |