Voleon Capital Management LP — 13F holdings

Voleon Capital Management LP reported 761 holdings worth $5.49B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $297M (5.4%)
2. AAPL APPLE INC — $291M (5.3%)
3. MSFT MICROSOFT CORP — $214M (3.9%)
4. GOOGL ALPHABET INC — $208M (3.8%)
5. AMZN AMAZON COM INC — $151M (2.8%)
6. META META PLATFORMS INC — $108M (2.0%)
7. TSLA TESLA INC — $96.6M (1.8%)
8. MU MICRON TECHNOLOGY INC — $80.2M (1.5%)
9. JPM JPMorgan Chase & Co. — $78.1M (1.4%)
10. AVGO BROADCOM INC — $72.6M (1.3%)