Fund HoldingsVoleon Capital Management LP

Total Portfolio Value
$1.28B
Total Bought
$341.81M
Total Sold
$391.07M
Net Transaction
-$49.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
QUALCOMM INC(QCOM)0101,463+101,463015,5861.22%+15,586
HOME DEPOT INC(HD)035,173+35,173012,8911.01%+12,891
AMERICAN EXPRESS CO(AXP)035,587+35,58709,5750.75%+9,575
SHERWIN WILLIAMS CO(SHW)029,035+29,035010,1390.79%+10,139
ZOETIS INC(ZTS)056,975+56,97509,3810.73%+9,381
CHIPOTLE MEXICAN GRILL INC(CMG)0175,864+175,86408,8300.69%+8,830
BANK AMERICA CORP150,192316,385+166,1936,60113,2031.03%+6,602
US BANCORP DEL(USB)0149,656+149,65606,3180.49%+6,318
VISA INC(V)024,437+24,43708,5640.67%+8,564
COCA COLA CO(KO)0118,505+118,50508,4870.66%+8,487
WALMART INC(WMT)124,188194,280+70,09211,22017,0561.34%+5,835
COLGATE PALMOLIVE CO(CL)086,788+86,78808,1320.64%+8,132
STRYKER CORPORATION(SYK)019,764+19,76407,3570.58%+7,357
TRANE TECHNOLOGIES PLC(TT)9,39925,136+15,7373,4728,4690.66%+4,997
ECOLAB INC(ECL)028,305+28,30507,1760.56%+7,176
MICROSOFT CORP(MSFT)175,581209,039+33,45874,00778,4716.14%+4,464
FORD MTR CO(F)0597,854+597,85405,9960.47%+5,996
PROCTER AND GAMBLE CO(PG)22,53847,274+24,7363,7788,0560.63%+4,278
LOWES COS INC(LOW)024,906+24,90605,8090.45%+5,809
PRINCIPAL FINANCIAL GROUP IN(PFG)45,52688,413+42,8873,5247,4590.58%+3,935
THERMO FISHER SCIENTIFIC INC(TMO)07,884+7,88403,9230.31%+3,923
PEPSICO INC(PEP)74,699100,275+25,57611,35915,0351.18%+3,677
CITIGROUP INC(C)56,685104,066+47,3813,9907,3880.58%+3,398
VERALTO CORP(VLTO)66,440104,166+37,7266,76710,1510.79%+3,384
SNOWFLAKE INC(SNOW)022,927+22,92703,3510.26%+3,351
T-MOBILE US INC(TMUS)012,455+12,45503,3220.26%+3,322
RUBRIK INC.(RBRK)123,578186,205+62,6278,07711,3550.89%+3,278
CENCORA INC011,186+11,18603,1110.24%+3,111
BWX TECHNOLOGIES INC(BWXT)030,261+30,26102,9850.23%+2,985
ROPER TECHNOLOGIES INC(ROP)7,76411,903+4,1394,0367,0180.55%+2,982
INTUITIVE SURGICAL INC10,28516,635+6,3505,3688,2390.64%+2,870
AUTODESK INC010,955+10,95502,8680.22%+2,868
DISNEY WALT CO(DIS)028,950+28,95002,8570.22%+2,857
SOUTHERN CO(SO)68,12991,806+23,6775,6088,4420.66%+2,833
AMPHENOL CORP NEW62,700108,918+46,2184,3557,1440.56%+2,789
ANTERO RESOURCES CORP(AR)0106,996+106,99604,3270.34%+4,327
CVS HEALTH CORP(CVS)045,570+45,57003,0870.24%+3,087
SALESFORCE INC(CRM)014,073+14,07303,7770.30%+3,777
MASCO CORP(MAS)042,004+42,00402,9210.23%+2,921
ERIE INDTY CO(ERIE)07,305+7,30503,0610.24%+3,061
WASTE MGMT INC DEL(WM)26,91134,480+7,5695,4307,9820.62%+2,552
THE CIGNA GROUP(CI)18,96623,410+4,4445,2377,7020.60%+2,465
BOWHEAD SPECIALTY HLDGS INC(BOW)153,543193,247+39,7045,4547,8550.61%+2,402
ELI LILLY & CO(LLY)7,3389,753+2,4155,6658,0550.63%+2,390
PETCO HEALTH & WELLNESS CO I01,078,322+1,078,32203,2890.26%+3,289
RAYMOND JAMES FINL INC(RJF)016,788+16,78802,3320.18%+2,332
COMCAST CORP NEW(CCZ)061,586+61,58602,2730.18%+2,273
RPM INTL INC(RPM)019,641+19,64102,2720.18%+2,272
CINTAS CORP(CTAS)010,857+10,85702,2310.17%+2,231
BROADRIDGE FINL SOLUTIONS IN(BR)011,243+11,24302,7260.21%+2,726
TEXAS INSTRS INC(TXN)016,641+16,64102,9900.23%+2,990
JOHNSON & JOHNSON(JNJ)113,457111,747-1,71016,40818,5321.45%+2,124
GRINDR INC(GRND)0186,000+186,00003,3290.26%+3,329
TE CONNECTIVITY PLC(TEL)030,254+30,25404,2750.33%+4,275
HUMANA INC(HUM)07,852+7,85202,0780.16%+2,078
PFIZER INC(PFE)0162,924+162,92404,1280.32%+4,128
LPL FINL HLDGS INC(LPLA)013,056+13,05604,2710.33%+4,271
PENTAIR PLC(PNR)033,447+33,44702,9260.23%+2,926
UNION PAC CORP(UNP)51,16857,092+5,92411,66813,4871.06%+1,819
NAPCO SEC TECHNOLOGIES INC(NSSC)095,848+95,84802,2060.17%+2,206
CHEVRON CORP NEW(CVX)010,785+10,78501,8040.14%+1,804
ILLINOIS TOOL WKS INC(ITW)07,223+7,22301,7910.14%+1,791
ALLSTATE CORP(ALL)023,159+23,15904,7960.38%+4,796
TELEPHONE & DATA SYS INC(TDS)060,166+60,16602,3310.18%+2,331
DTE ENERGY CO(DTB)012,447+12,44701,7210.13%+1,721
BRUKER CORP(BRKR)039,624+39,62401,6540.13%+1,654
BOOKING HOLDINGS INC(BKNG)0715+71503,2940.26%+3,294
COPART INC(CPRT)051,640+51,64002,9220.23%+2,922
ROBLOX CORP(RBLX)69,96296,035+26,0734,0485,5980.44%+1,550
NUVALENT INC020,994+20,99401,4890.12%+1,489
MSCI INC(MSCI)03,376+3,37601,9090.15%+1,909
CURTISS WRIGHT CORP(CW)07,375+7,37502,3400.18%+2,340
BENTLEY SYS INC(BSY)041,803+41,80301,6450.13%+1,645
OTIS WORLDWIDE CORP(OTIS)013,661+13,66101,4100.11%+1,410
HOULIHAN LOKEY INC(HLI)08,716+8,71601,4080.11%+1,408
ABBVIE INC(ABBV)64,04561,034-3,01111,38112,7881.00%+1,407
ACCENTURE PLC IRELAND
SHS CLASS A
04,445+4,44501,3870.11%+1,387
BEST BUY INC(BBY)021,972+21,97201,6170.13%+1,617
TOAST INC(TOST)224,437287,969+63,5328,1819,5520.75%+1,371
MASTERCARD INCORPORATED(MA)39,15440,069+91520,61721,9631.72%+1,345
ROKU INC(ROKU)019,022+19,02201,3400.10%+1,340
TORO CO018,083+18,08301,3160.10%+1,316
PUBLIC SVC ENTERPRISE GRP IN(PEG)015,865+15,86501,3060.10%+1,306
MEDPACE HLDGS INC(MEDP)04,198+4,19801,2790.10%+1,279
MARSH & MCLENNAN COS INC(MRSH)48,31747,050-1,26710,26311,4820.90%+1,219
CATERPILLAR INC(CAT)03,685+3,68501,2150.10%+1,215
MODERNA INC(MRNA)042,507+42,50701,2050.09%+1,205
ADOBE INC(ADBE)03,663+3,66301,4050.11%+1,405
SPX TECHNOLOGIES INC09,031+9,03101,1630.09%+1,163
TENABLE HLDGS INC(TENB)033,184+33,18401,1610.09%+1,161
STIFEL FINL CORP(SF)012,009+12,00901,1320.09%+1,132
EATON CORP PLC(ETN)015,694+15,69404,2660.33%+4,266
MONSTER BEVERAGE CORP NEW(MNST)019,121+19,12101,1190.09%+1,119
CUMMINS INC(CMI)03,564+3,56401,1170.09%+1,117
METTLER TOLEDO INTERNATIONAL(MTD)01,531+1,53101,8080.14%+1,808
EDWARDS LIFESCIENCES CORP014,705+14,70501,0660.08%+1,066
DRAFTKINGS INC NEW(DKNG)031,098+31,09801,0330.08%+1,033
SCHLUMBERGER LTD(SLB)024,699+24,69901,0320.08%+1,032
SNAP ON INC(SNA)04,013+4,01301,3520.11%+1,352
AGILENT TECHNOLOGIES INC(A)08,624+8,62401,0090.08%+1,009
Page 1 of 1