| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 COSTCO WHSL CORP NEW |
826,708 | +349,283 | $712,903 |
| COST | 826,708 | +349,283 | $712,903 |
| NETFLIX INC |
5,529,499 | +5,302,631 | $518,446 |
| NFLX | 5,529,499 | +5,302,631 | $518,446 |
| MICROSOFT CORP |
965,521 | -824,479 | $466,945 |
| MSFT | 965,521 | -824,479 | $466,945 |
| AMAZON COM INC |
1,645,704 | +1,245,312 | $379,861 |
| AMZN | 1,645,704 | +1,245,312 | $379,861 |
| PALANTIR TECHNOLOGIES INC |
2,004,689 | +33,410 | $356,333 |
| PLTR | 2,004,689 | +33,410 | $356,333 |
| MARSH & MCLENNAN COS INC |
1,716,766 | +1,716,766 | $318,494 |
| MRSH | 1,716,766 | +1,716,766 | $318,494 |
| ADVANCED MICRO DEVICES INC |
1,390,712 | +1,313,512 | $297,835 |
| AMD | 1,390,712 | +1,313,512 | $297,835 |
| AIRBNB INC |
1,984,447 | -802,932 | $269,329 |
| ABNB | 1,984,447 | -802,932 | $269,329 |
| MASTERCARD INCORPORATED |
458,473 | +100,108 | $261,733 |
| MA | 458,473 | +100,108 | $261,733 |
| ROPER TECHNOLOGIES INC |
552,611 | +48,594 | $245,984 |
| ROP | 552,611 | +48,594 | $245,984 |
| NOVO NORDISK A S |
4,807,279 | +4,302,126 | $244,594 |
| NVO | 4,807,279 | +4,302,126 | $244,594 |
| CINTAS CORP |
1,189,748 | +66,511 | $223,756 |
| CTAS | 1,189,748 | +66,511 | $223,756 |
| VICI PPTYS INC |
7,792,028 | +5,551,620 | $219,112 |
| VICI | 7,792,028 | +5,551,620 | $219,112 |
| MOTOROLA SOLUTIONS INC |
567,395 | +567,395 | $217,494 |
| MSI | 567,395 | +567,395 | $217,494 |
| SOFI TECHNOLOGIES INC |
7,857,647 | -2,145,747 | $205,713 |
| SOFI | 7,857,647 | -2,145,747 | $205,713 |
| TAPESTRY INC |
1,557,813 | -328,705 | $199,042 |
| TPR | 1,557,813 | -328,705 | $199,042 |
| NVIDIA CORPORATION |
939,001 | -1,617,702 | $175,124 |
| NVDA | 939,001 | -1,617,702 | $175,124 |
| ROBINHOOD MKTS INC |
1,541,952 | -357,155 | $174,395 |
| HOOD | 1,541,952 | -357,155 | $174,395 |
| BOSTON SCIENTIFIC CORP |
1,803,913 | -805,508 | $172,003 |
| BSX | 1,803,913 | -805,508 | $172,003 |
| HILTON WORLDWIDE HLDGS INC |
576,814 | -48,751 | $165,690 |
| HLT | 576,814 | -48,751 | $165,690 |
| ELECTRONIC ARTS INC |
808,268 | +808,268 | $165,153 |
| EA | 808,268 | +808,268 | $165,153 |
| ON SEMICONDUCTOR CORP |
3,030,777 | -300,650 | $164,117 |
| ON | 3,030,777 | -300,650 | $164,117 |
| AT&T INC |
6,503,566 | +6,503,566 | $161,549 |
| T | 6,503,566 | +6,503,566 | $161,549 |
| THE TRADE DESK INC |
4,208,083 | +3,666,189 | $159,739 |
| TTD | 4,208,083 | +3,666,189 | $159,739 |
| AMETEK INC |
776,060 | +68,047 | $159,333 |
| AME | 776,060 | +68,047 | $159,333 |
| BOOKING HOLDINGS INC |
29,450 | -4,057 | $157,714 |
| BKNG | 29,450 | -4,057 | $157,714 |
| PAYCHEX INC |
1,351,211 | +421,826 | $151,579 |
| PAYX | 1,351,211 | +421,826 | $151,579 |
| SCHWAB CHARLES CORP |
1,507,740 | +11,839 | $150,638 |
| SCHW | 1,507,740 | +11,839 | $150,638 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
895,619 | -335,239 | $145,054 |
| ICE | 895,619 | -335,239 | $145,054 |
| ZOETIS INC |
1,144,610 | +829,415 | $144,015 |
| ZTS | 1,144,610 | +829,415 | $144,015 |
| WAYFAIR INC |
1,360,345 | +149,950 | $136,592 |
| W | 1,360,345 | +149,950 | $136,592 |
| CARDINAL HEALTH INC |
651,878 | -115,836 | $133,961 |
| CAH | 651,878 | -115,836 | $133,961 |
| PAYPAL HLDGS INC |
2,291,213 | +1,657,458 | $133,761 |
| PYPL | 2,291,213 | +1,657,458 | $133,761 |
| ILLINOIS TOOL WKS INC |
534,542 | +184,861 | $131,658 |
| ITW | 534,542 | +184,861 | $131,658 |
| GE VERNOVA INC |
190,038 | -132,472 | $124,203 |
| GEV | 190,038 | -132,472 | $124,203 |
| TRANE TECHNOLOGIES PLC |
317,142 | +60,326 | $123,432 |
| TT | 317,142 | +60,326 | $123,432 |
| APPLOVIN CORP |
179,083 | +179,083 | $120,670 |
| APP | 179,083 | +179,083 | $120,670 |
| COPART INC |
3,078,502 | +1,729,472 | $120,523 |
| CPRT | 3,078,502 | +1,729,472 | $120,523 |
| OTIS WORLDWIDE CORP |
1,351,489 | +168,212 | $118,053 |
| OTIS | 1,351,489 | +168,212 | $118,053 |
| ROBLOX CORP |
1,434,470 | +498,771 | $116,235 |
| RBLX | 1,434,470 | +498,771 | $116,235 |
| TE CONNECTIVITY PLC |
500,915 | -79,103 | $113,963 |
| TEL | 500,915 | -79,103 | $113,963 |
| BLACKROCK INC |
105,776 | +105,776 | $113,216 |
| BLK | 105,776 | +105,776 | $113,216 |
| NEBIUS GROUP N.V. |
1,351,614 | +1,351,614 | $113,137 |
| NBIS | 1,351,614 | +1,351,614 | $113,137 |
| GODADDY INC |
902,126 | +9,049 | $111,936 |
| GDDY | 902,126 | +9,049 | $111,936 |
| OLD DOMINION FREIGHT LINE IN |
703,154 | -278,912 | $110,255 |
| ODFL | 703,154 | -278,912 | $110,255 |
| AERCAP HOLDINGS NV |
737,659 | -127,513 | $106,046 |
| AER | 737,659 | -127,513 | $106,046 |
| PFIZER INC |
4,245,354 | +4,245,354 | $105,709 |
| PFE | 4,245,354 | +4,245,354 | $105,709 |
| AMPHENOL CORP NEW |
774,269 | -864,254 | $104,635 |
| APH | 774,269 | -864,254 | $104,635 |
| CARRIER GLOBAL CORPORATION |
1,974,350 | +1,769,813 | $104,325 |
| CARR | 1,974,350 | +1,769,813 | $104,325 |
| STRYKER CORPORATION |
290,130 | +290,130 | $101,972 |
| SYK | 290,130 | +290,130 | $101,972 |
All Stocks Held By Voloridge Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Voloridge Investment Management LLC
