VOLTERRA TECHNOLOGIES LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 52K | $1.63M |
 | F | 42K | $508.18K |
 | LRCX | 35K | $4.69M |
 | VLO | 33K | $5.69M |
 | WDC | 29K | $3.46M |
 | HPQ | 29K | $780.44K |
 | SOFI | 28K | $743.01K |
 | WBD | 25K | $495.75K |
 | CVS | 25K | $1.86M |
 | GLW | 24K | $1.94M |
 | MU | 20K | $3.34M |
 | BKR | 19K | $940.30K |
 | KMB | 19K | $2.33M |
 | CTSH | 18K | $1.19M |
 | TTD | 16K | $804.99K |
 | BAC | 15K | $769.83K |
 | AMAT | 14K | $2.82M |
 | PAYX | 14K | $1.74M |
 | CRM | 13K | $3.20M |
 | DXCM | 13K | $899.60K |
Comcast Corporation
CMCSA
Shares Held
52K
Value
$1.63M
Ford Motor Company
F
Shares Held
42K
Value
$508.18K
Lam Research Corporation
LRCX
Shares Held
35K
Value
$4.69M
Valero Energy Corporation
VLO
Shares Held
33K
Value
$5.69M
Western Digital Corporation
WDC
Shares Held
29K
Value
$3.46M
HP Inc.
HPQ
Shares Held
29K
Value
$780.44K
SoFi Technologies, Inc.
SOFI
Shares Held
28K
Value
$743.01K
Warner Bros. Discovery, Inc.
WBD
Shares Held
25K
Value
$495.75K
CVS Health Corporation
CVS
Shares Held
25K
Value
$1.86M
Corning Incorporated
GLW
Shares Held
24K
Value
$1.94M
Micron Technology, Inc.
MU
Shares Held
20K
Value
$3.34M
Baker Hughes Company
BKR
Shares Held
19K
Value
$940.30K
Kimberly-Clark Corporation
KMB
Shares Held
19K
Value
$2.33M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
18K
Value
$1.19M
The Trade Desk, Inc.
TTD
Shares Held
16K
Value
$804.99K
Bank of America Corporation
BAC
Shares Held
15K
Value
$769.83K
Applied Materials, Inc.
AMAT
Shares Held
14K
Value
$2.82M
Paychex, Inc.
PAYX
Shares Held
14K
Value
$1.74M
Salesforce, Inc.
CRM
Shares Held
13K
Value
$3.20M
DexCom, Inc.
DXCM
Shares Held
13K
Value
$899.60K