VOLEON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 98K | $27.53M |
 | ROIV | 97K | $1.46M |
 | CAH | 96K | $15.08M |
 | RES | 95K | $451.60K |
 | ACN | 94K | $23.17M |
 | MU | 94K | $15.69M |
 | NEE | 94K | $7.07M |
 | TRN | 94K | $2.62M |
 | TTD | 94K | $4.59M |
 | ALAB | 93K | $18.28M |
 | JNJ | 93K | $17.17M |
 | CMRE | 91K | $1.08M |
 | KNSA | 89K | $3.46M |
 | SF | 88K | $10.00M |
 | AM | 88K | $1.71M |
 | NMRK | 87K | $1.63M |
 | BOW | 87K | $2.34M |
 | MIRM | 87K | $6.34M |
 | LIF | 86K | $9.16M |
 | BROS | 86K | $4.49M |
Oracle Corporation
ORCL
Shares Held
98K
Value
$27.53M
Roivant Sciences Ltd.
ROIV
Shares Held
97K
Value
$1.46M
Cardinal Health, Inc.
CAH
Shares Held
96K
Value
$15.08M
RPC, Inc.
RES
Shares Held
95K
Value
$451.60K
Accenture plc
ACN
Shares Held
94K
Value
$23.17M
Micron Technology, Inc.
MU
Shares Held
94K
Value
$15.69M
NextEra Energy, Inc.
NEE
Shares Held
94K
Value
$7.07M
Trinity Industries, Inc.
TRN
Shares Held
94K
Value
$2.62M
The Trade Desk, Inc.
TTD
Shares Held
94K
Value
$4.59M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
93K
Value
$18.28M
Johnson & Johnson
JNJ
Shares Held
93K
Value
$17.17M
Costamare Inc.
CMRE
Shares Held
91K
Value
$1.08M
Kiniksa Pharmaceuticals, Ltd.
KNSA
Shares Held
89K
Value
$3.46M
Stifel Financial Corp.
SF
Shares Held
88K
Value
$10.00M
Antero Midstream Corporation
AM
Shares Held
88K
Value
$1.71M
Newmark Group, Inc.
NMRK
Shares Held
87K
Value
$1.63M
Bowhead Specialty Holdings Inc.
BOW
Shares Held
87K
Value
$2.34M
Mirum Pharmaceuticals, Inc.
MIRM
Shares Held
87K
Value
$6.34M
Life360, Inc.
LIF
Shares Held
86K
Value
$9.16M
Dutch Bros Inc.
BROS
Shares Held
86K
Value
$4.49M