Voloridge Investment Management, LLC
VOLORIDGE INVESTMENT MANAGEMENT, LLC
Voloridge Investment Management, LLC is an investment management firm based out of Orlando, Florida. The company was originally established in 2009 by founder David S. Vogel, who is still with the company today acting as its CEO, CTO, Chief Scientist, and managing member. Voloridge Investment Management conducts its research internally and externally, utilizing a quantitative methodology that is “focused on applying mathematics and technology to exploit alpha opportunities.” The company invests with a long term approach, investing in the public equity markets on a global scale. Voloridge Investment Management invests most heavily in the consumer discretionary sector, which alone makes up over a quarter of the firm’s total asset allocations, and also invests in the information technology, which makes up over another fifth of its allocations, consumer staples, finance, utilities and telecommunications, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company, although having a long term scope, does not keep its allocations for long, holding its allocations for only 0.42 quarters on average and holding its top 10 allocations, which makes up just under a third of its total allocations, just 0.2 quarters on average. In the most recent quarter, Voloridge Investment Management had a turnover rate of approximately 197.7%. Voloridge Investment Management manages over $4.1 billion in total assets under management spread across 10 accoutns, all of which are discretionary. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management growing significantly from just $10 million back in 2010 to hundreds of times over that amount today. Voloridge Investment Management mainly caters to corporations and pension and profit sharing plans, each of which make up over a third of its client base and which together make up over 90% of its attributed assets.
Holdings MV
5.82B
Last Updated
2026-03-09
Total Holdings
20
Tracker Performance
Voloridge Investment Management, LLC
0%
S&P 500
0%
Total Return
+13.83%
Annualized Return
+20.50%
1 Day Change
-1.12%
Sharpe Ratio
0.89
Trade Updates
2026-03-09
Ticker
Name
03/09
Buy
4.52%
Fill Price --
4.62%
Ticker
Name
03/09
Buy
4.92%
Fill Price --
5.10%
Ticker
Name
03/09
Sell
6.56%
Fill Price --
6.51%
Ticker
Name
03/09
Buy
2.73%
Fill Price --
2.97%
Ticker
Name
03/09
Buy
11.47%
Fill Price --
12.27%
Ticker
Name
03/09
Buy
3.74%
Fill Price --
3.84%
Ticker
Name
03/09
Sell
2.70%
Fill Price --
0.00%
Ticker
Name
03/09
Buy
0.00%
Fill Price --
2.87%
Ticker
Name
03/09
Buy
2.96%
Fill Price --
3.01%
Ticker
Name
03/09
Buy
4.32%
Fill Price --
4.47%
Ticker
Name
03/09
Buy
5.18%
Fill Price --
5.44%
Ticker
Name
03/09
Buy
7.88%
Fill Price --
8.02%
Ticker
Name
03/09
Buy
3.45%
Fill Price --
3.74%
Ticker
Name
03/09
Buy
8.72%
Fill Price --
8.90%
Ticker
Name
03/09
Buy
2.91%
Fill Price --
3.01%
Ticker
Name
03/09
Buy
4.15%
Fill Price --
4.18%
Ticker
Name
03/09
Sell
6.18%
Fill Price --
6.13%
Ticker
Name
03/09
Buy
4.20%
Fill Price --
4.23%
Ticker
Name
03/09
Sell
3.56%
Fill Price --
3.55%
Ticker
Name
03/09
Buy
3.13%
Fill Price --
3.40%
Ticker
Name
03/09
Buy
3.51%
Fill Price --
3.74%
Current Holdings
Voloridge Investment Management, LLC maintains a prominent position in the Commerce sector (27.80%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Non-Bank Financials and other industries, balancing sector-specific growth potential with risk management.
Commerce
27.80%
Non-Bank Financials
26.65%
Computer
21.91%
Internet & Media
17.24%
Leisure Services
10.04%
Medical Biology
9.81%
Electronics
7.86%
Other
3.72%
other
3.62%
Communication Equipment
3.62%
Auto
0.00%
Food & Beverages
0.00%
Transportation
0.00%
Defense
0.00%
Mining
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+151.18%
2.92%
Ticker
Name
+31.12%
3.29%
Ticker
Name
+28.24%
8.62%
Ticker
Name
+9.90%
5.94%
Ticker
Name
+5.82%
4.10%
Ticker
Name
+5.38%
2.92%
Ticker
Name
+3.79%
4.94%
Ticker
Name
+3.59%
6.31%
Ticker
Name
+3.39%
11.89%
Ticker
Name
+2.56%
4.48%
Ticker
Name
+1.72%
2.78%
Ticker
Name
+0.81%
3.72%
Ticker
Name
-0.05%
3.62%
Ticker
Name
-1.10%
4.33%
Ticker
Name
-2.24%
3.44%
Ticker
Name
-2.98%
3.62%
Ticker
Name
-3.47%
4.05%
Ticker
Name
-5.39%
5.27%
Ticker
Name
-6.42%
2.88%
Ticker
Name
-22.25%
7.77%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does Voloridge Investment Management, LLC currently hold?
As of the latest update on 2026-03-09, the Voloridge Investment Management, LLC portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has Voloridge Investment Management, LLC's portfolio performed recently?
Over the recent period, Voloridge Investment Management, LLC has demonstrated significant growth. The portfolio currently shows a Total Return of +13.83%, with an Annualized Return of +20.50%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of Voloridge Investment Management, LLC?
The current market value of Voloridge Investment Management, LLC's disclosed holdings is approximately $5.82B. This figure reflects the value of assets tracked based on their latest filing.