VOLEON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHR | 54K | $10.70M |
 | USB | 52K | $2.53M |
 | CDLX | 52K | $127.02K |
 | SIGI | 52K | $4.20M |
 | MVST | 52K | $199.08K |
 | FERG | 52K | $11.60M |
 | AMAT | 51K | $10.47M |
 | WBD | 50K | $979.64K |
 | ON | 49K | $2.44M |
 | TEAM | 49K | $7.87M |
 | NSP | 49K | $2.40M |
 | YALA | 49K | $366.55K |
 | ELV | 48K | $15.63M |
 | BBVA | 48K | $930.66K |
 | TCRX | 48K | $87.14K |
 | GDYN | 48K | $367.83K |
 | INSM | 48K | $6.86M |
 | USAR | 47K | $814.29K |
 | TSCO | 47K | $2.69M |
 | KR | 47K | $3.14M |
Danaher Corporation
DHR
Shares Held
54K
Value
$10.70M
U.S. Bancorp
USB
Shares Held
52K
Value
$2.53M
Cardlytics, Inc.
CDLX
Shares Held
52K
Value
$127.02K
Selective Insurance Group, Inc.
SIGI
Shares Held
52K
Value
$4.20M
Microvast Holdings, Inc.
MVST
Shares Held
52K
Value
$199.08K
Ferguson plc
FERG
Shares Held
52K
Value
$11.60M
Applied Materials, Inc.
AMAT
Shares Held
51K
Value
$10.47M
Warner Bros. Discovery, Inc.
WBD
Shares Held
50K
Value
$979.64K
ON Semiconductor Corporation
ON
Shares Held
49K
Value
$2.44M
Atlassian Corporation
TEAM
Shares Held
49K
Value
$7.87M
Insperity, Inc.
NSP
Shares Held
49K
Value
$2.40M
Yalla Group Limited
YALA
Shares Held
49K
Value
$366.55K
Elevance Health Inc.
ELV
Shares Held
48K
Value
$15.63M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
48K
Value
$930.66K
TScan Therapeutics, Inc.
TCRX
Shares Held
48K
Value
$87.14K
Grid Dynamics Holdings, Inc.
GDYN
Shares Held
48K
Value
$367.83K
Insmed Incorporated
INSM
Shares Held
48K
Value
$6.86M
USA Rare Earth Inc
USAR
Shares Held
47K
Value
$814.29K
Tractor Supply Company
TSCO
Shares Held
47K
Value
$2.69M
The Kroger Co.
KR
Shares Held
47K
Value
$3.14M