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CIK: 0001479847
Total reported value
$5.5B
$5.5B
323 檔
5.9%
At the close of Q1 2025, Voleon Capital Management LP disclosed equity holdings valued at approximately $5.5B, spread across 323 reported holdings.
In Q1 2025, Voleon Capital Management LP displayed an active expansion posture, initiating 195 new positions and adding to 1 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 323 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.14% | +0.14% | +19.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.96% | -0.35% | -5.15% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.69% | -0.55% | +2.59% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.93% | -0.20% | -1.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | -0.07% | -3.29% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 1.72% | +0.04% | +2.34% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.16% | -1.51% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | +0.44% | -34.45% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.10% | +56.44% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 1.22% | -0.41% | +544.62% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | -0.11% | +34.24% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | +0.25% | -15.31% | |
| 13 | EXC | Exelon CORP | Stock-Utilities | 1.07% | -0.06% | -17.53% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | -0.03% | +11.58% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | -0.31% | +110.65% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.04% | +325.67% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.02% | -4.70% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.38% | -33.27% | |
| 19 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.90% | -0.13% | -2.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.26% | -56.36% | |
| 21 | RBRK | Rubrik Inc-a | Stock-Tech | 0.89% | -0.19% | +50.68% | |
| 22 | IT | Gartner Inc | Stock-Tech | 0.83% | +0.02% | NEW | |
| 23 | VLTO | Veralto CORP | Stock-Industrials | 0.79% | -0.14% | +56.78% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.79% | +0.25% | +390.87% | |
| 25 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.78% | — | EXIT | |
| 26 | AXP | American Express Co | Stock-Financials | 0.75% | -0.08% | — | |
| 27 | TOST | Toast Inc-class A | Stock-Tech | 0.75% | -0.14% | +28.31% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 0.73% | -0.07% | +255.74% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | +0.01% | -17.10% | |
| 30 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.69% | +0.05% | +413.14% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.68% | -0.25% | +18.62% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.10% | +241.63% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | +0.06% | +193.64% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | +0.12% | +167.43% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.66% | +0.01% | +34.75% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.09% | +61.74% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.64% | -0.01% | +223.73% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.30% | +109.75% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.29% | +32.91% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.62% | — | NEW | |
| 41 | TRGP | Targa Resources CORP | Stock-Energy | 0.62% | -0.10% | -11.04% | |
| 42 | BOW | Bowhead Specialty Holdings I | Stock-Other | 0.61% | — | +25.86% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.61% | +0.05% | -7.60% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.60% | -0.03% | +23.43% | |
| 45 | PFG | Principal Financial Group | Stock-Financials | 0.58% | — | +94.20% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.58% | -0.02% | +83.59% | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.58% | -0.07% | +206.61% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.56% | — | EXIT | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.56% | -0.04% | +73.71% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.56% | -0.05% | -0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | -18.9% | -3.29% | Add |
| 2 | WFC | Wells Fargo & Co | -32.6% | -17.10% | Trim |
| 3 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | MA | Mastercard Inc - A | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | WMT | Walmart Inc | — | NEW | New buy |
| 12 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 13 | PEP | Pepsico Inc | — | NEW | New buy |
| 14 | TSLA | Tesla Inc | — | NEW | New buy |
| 15 | EXC | Exelon CORP | — | NEW | New buy |
| 16 | UNP | Union Pacific CORP | — | NEW | New buy |
| 17 | BAC | Bank Of America CORP | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 21 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 23 | RBRK | Rubrik Inc-a | — | NEW | New buy |
| 24 | IT | Gartner Inc | — | NEW | New buy |
| 25 | VLTO | Veralto CORP | — | NEW | New buy |
| 26 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 27 | DASH | Doordash Inc - A | — | NEW | New buy |
| 28 | AXP | American Express Co | — | NEW | New buy |
| 29 | TOST | Toast Inc-class A | — | NEW | New buy |
| 30 | ZTS | Zoetis Inc | — | NEW | New buy |
| 31 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 32 | MS | Morgan Stanley | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | TT | Trane Technologies plc | — | NEW | New buy |
| 36 | SO | Southern Co/the | — | NEW | New buy |
| 37 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 38 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 40 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 41 | WM | Waste Management Inc | — | NEW | New buy |
| 42 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 43 | BOW | Bowhead Specialty Holdings I | — | NEW | New buy |
| 44 | CSX | Csx CORP | — | NEW | New buy |
| 45 | CI | THE Cigna Group | — | NEW | New buy |
| 46 | PFG | Principal Financial Group | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | SYK | Stryker CORP | — | NEW | New buy |
| 49 | ECL | Ecolab Inc | — | NEW | New buy |
| 50 | APH | Amphenol Corp-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Voleon Capital Management LP reported a total U.S. public equity portfolio value of $5.5B across 323 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 5.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $78.5M
Top Position Liquidated / Trimmed
SHOP
前期市值: $92.0M
During Q1 2025, Voleon Capital Management LP's top holdings by market value included MSFT (6.1%)、AAPL (6.0%)、NVDA (5.7%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q1 2025, Voleon Capital Management LP made 200 total portfolio adjustments, initiating 195 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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