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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Voleon Capital Management LP

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000905148-25-000696

Total Value
$1.35B
Positions
325
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL361,182$90.4M6.72%
2NVIDIA CORPORATIONNVDA653,290$87.7M6.52%
3MICROSOFT CORPMSFT175,581$74.0M5.50%
4ALPHABET INCGOOG328,431$62.2M4.62%
5AMAZON COM INCAMZN250,206$54.9M4.08%
6META PLATFORMS INCMETA48,433$28.4M2.11%
7TESLA INCTSLA66,424$26.8M1.99%
8BERKSHIRE HATHAWAY INC DELBRK-A49,150$22.3M1.65%
9MASTERCARD INCORPORATEDMA39,154$20.6M1.53%
10JPMORGAN CHASE & CO.VYLD75,087$18.0M1.34%
11JOHNSON & JOHNSONJNJ113,457$16.4M1.22%
12BROADCOM INCAVGO61,735$14.3M1.06%
13EXELON CORPEXC361,296$13.6M1.01%
14REDDIT INCRDDT78,795$12.9M0.96%
15UNION PAC CORPUNP51,168$11.7M0.87%
16ABBVIE INCABBV64,045$11.4M0.85%
17PEPSICO INCPEP74,699$11.4M0.84%
18WALMART INCWMT124,188$11.2M0.83%
19GARTNER INCIT22,706$11.0M0.82%
20WELLS FARGO CO NEW949746101150,647$10.6M0.79%
21DOORDASH INCDASH62,333$10.5M0.78%
22CARDINAL HEALTH INCCAH86,915$10.3M0.76%
23MARSH & MCLENNAN COS INC57174810248,317$10.3M0.76%
24CSX CORPCSX288,277$9.3M0.69%
25GE VERNOVA INCGEV27,883$9.2M0.68%
26ORACLE CORPORCL-PD54,208$9.0M0.67%
27LAM RESEARCH CORPLRCX124,534$9.0M0.67%
28KLA CORPKLAC14,116$8.9M0.66%
29ALNYLAM PHARMACEUTICALS INCALNY37,181$8.7M0.65%
30SERVICENOW INCNOW8,192$8.7M0.64%
31TOAST INCTOST224,437$8.2M0.61%
32GE AEROSPACE36960430149,048$8.2M0.61%
33RUBRIK INC.RBRK123,578$8.1M0.60%
34GRAINGER W W INC3848021047,528$7.9M0.59%
35MORGAN STANLEYMS-PQ62,856$7.9M0.59%
36TARGA RES CORPTRGP44,253$7.9M0.59%
37AT&T INCT-PC344,365$7.8M0.58%
38OREILLY AUTOMOTIVE INC67103H1076,408$7.6M0.56%
39CARVANA COCVNA36,891$7.5M0.56%
40WABTEC92974010839,257$7.4M0.55%
41PLAINS GP HLDGS L PPAGP403,615$7.4M0.55%
42INTEL CORPINTC369,875$7.4M0.55%
43MORNINGSTAR INCMORN21,915$7.4M0.55%
44FORTINET INCFTNT76,805$7.3M0.54%
45EOG RES INCEOG56,081$6.9M0.51%
46VERALTO CORPVLTO66,440$6.8M0.50%
47CAVA GROUP INCCAVA58,550$6.6M0.49%
48BANK AMERICA CORP060505104150,192$6.6M0.49%
49EXXON MOBIL CORPXOM61,029$6.6M0.49%
50UNITEDHEALTH GROUP INCUNH12,962$6.6M0.49%
51GARMIN LTDGRMN31,524$6.5M0.48%
52FAIR ISAAC CORPFICO3,236$6.4M0.48%
53ROSS STORES INCROST42,415$6.4M0.48%
54PROGRESSIVE CORP74331510325,706$6.2M0.46%
55PHILIP MORRIS INTL INC71817210950,610$6.1M0.45%
56PALANTIR TECHNOLOGIES INCPLTR80,470$6.1M0.45%
57S&P GLOBAL INCSPGI12,123$6.0M0.45%
58CARNIVAL CORPCUKPF238,401$5.9M0.44%
59LENNOX INTL INC5261071079,609$5.9M0.43%
60ELI LILLY & COLLY7,338$5.7M0.42%
61LOCKHEED MARTIN CORPLMT11,603$5.6M0.42%
62SOUTHERN COSOMN68,129$5.6M0.42%
63ROBINHOOD MKTS INC770700102148,251$5.5M0.41%
64MAPLEBEAR INCCART131,958$5.5M0.41%
65BOWHEAD SPECIALTY HLDGS INCBOW153,543$5.5M0.41%
66WASTE MGMT INC DEL94106L10926,911$5.4M0.40%
67INTUITIVE SURGICAL INCISRG10,285$5.4M0.40%
68VERTEX PHARMACEUTICALS INCVRTX13,228$5.3M0.40%
69MOODYS CORPMCO11,165$5.3M0.39%
70VERISIGN INCVRSN25,454$5.3M0.39%
71MERCK & CO INCMRK52,793$5.3M0.39%
72THE CIGNA GROUP12552310018,966$5.2M0.39%
73GENERAL DYNAMICS CORPGD19,808$5.2M0.39%
74GILEAD SCIENCES INCGILD56,354$5.2M0.39%
75CONSTELLATION BRANDS INCSTZ22,902$5.1M0.38%
76BOSTON SCIENTIFIC CORPBSX55,992$5.0M0.37%
77ASTERA LABS INCALAB35,487$4.7M0.35%
78TYLER TECHNOLOGIES INCTYL7,837$4.5M0.34%
79DEXCOM INCDXCM57,922$4.5M0.33%
80DUOLINGO INCDUOL13,706$4.4M0.33%
81AMPHENOL CORP NEW03209510162,700$4.4M0.32%
82KYNDRYL HLDGS INCKD125,558$4.3M0.32%
83BELLRING BRANDS INCBRBR57,251$4.3M0.32%
84MERCADOLIBRE INCMELI2,438$4.1M0.31%
85MCKESSON CORPMCK7,200$4.1M0.30%
86ROBLOX CORPRBLX69,962$4.0M0.30%
87ROPER TECHNOLOGIES INCROP7,764$4.0M0.30%
88CITIGROUP INCC-PR56,685$4.0M0.30%
89ARCHER DANIELS MIDLAND COADM77,203$3.9M0.29%
90CHENIERE ENERGY INCLNG18,143$3.9M0.29%
91PROCTER AND GAMBLE CO74271810922,538$3.8M0.28%
92FREEPORT-MCMORAN INCFCX98,738$3.8M0.28%
93AUTOMATIC DATA PROCESSING INADP12,659$3.7M0.28%
94LIVE NATION ENTERTAINMENT INLYV28,509$3.7M0.27%
95CENTENE CORP DELCNC60,348$3.7M0.27%
96WILLIAMS COS INC96945710067,036$3.6M0.27%
97PPG INDS INC69350610730,227$3.6M0.27%
98PRINCIPAL FINANCIAL GROUP INPFG45,526$3.5M0.26%
99TRANE TECHNOLOGIES PLCTT9,399$3.5M0.26%
100PACKAGING CORP AMER69515610915,309$3.4M0.26%
101IDEXX LABS INC45168D1048,303$3.4M0.25%
102APPLIED MATLS INC03822210521,010$3.4M0.25%
103INTUITINTU5,371$3.4M0.25%
104HOME DEPOT INCHD8,263$3.2M0.24%
105EATON CORP PLCETN9,470$3.1M0.23%
106NVR INCNVR378$3.1M0.23%
107ARISTA NETWORKS INCANET27,799$3.1M0.23%
108PARKER-HANNIFIN CORPPH4,801$3.1M0.23%
109PHILLIPS 66PSX26,475$3.0M0.22%
110ALLSTATE CORPALL-PJ15,608$3.0M0.22%
111NEXTERA ENERGY INCNEE-PW41,454$3.0M0.22%
112AFFIRM HLDGS INCAFRM47,695$2.9M0.22%
113MCDONALDS CORPMCD9,590$2.8M0.21%
114EVEREST GROUP LTDEG7,585$2.7M0.20%
115SAMSARA INCIOT62,405$2.7M0.20%
116ELEVANCE HEALTH INCELV7,233$2.7M0.20%
117REPUBLIC SVCS INC76075910013,065$2.6M0.20%
118ZOETIS INCZTS16,016$2.6M0.19%
119KIMBERLY-CLARK CORPKMB19,414$2.5M0.19%
120COCA COLA COKO40,357$2.5M0.19%
121MOTOROLA SOLUTIONS INCMSI5,333$2.5M0.18%
122WILLIS TOWERS WATSON PLC LTDWTW7,851$2.5M0.18%
123GOLDMAN SACHS GROUP INCGSCE4,292$2.5M0.18%
124NORTHROP GRUMMAN CORPNOC5,229$2.5M0.18%
125COLGATE PALMOLIVE COCL26,809$2.4M0.18%
126QUALCOMM INCQCOM15,740$2.4M0.18%
127STRYKER CORPORATIONSYK6,446$2.3M0.17%
128CISCO SYS INCCSCO38,482$2.3M0.17%
129LPL FINL HLDGS INC50212V1006,960$2.3M0.17%
130VISA INCV7,153$2.3M0.17%
131ECOLAB INCECL9,425$2.2M0.16%
132TE CONNECTIVITY PLCTEL15,309$2.2M0.16%
133PFIZER INCPFE79,909$2.1M0.16%
134GENERAL MLS INC37033410433,233$2.1M0.16%
135BRISTOL-MYERS SQUIBB COCELG-RI37,313$2.1M0.16%
136COMMUNITY HEALTH SYS INC NEW203668108701,056$2.1M0.16%
137CHIPOTLE MEXICAN GRILL INCCMG34,272$2.1M0.15%
138PAYONEER GLOBAL INCPAYO204,878$2.1M0.15%
139SOFI TECHNOLOGIES INCSOFI131,853$2.0M0.15%
140SHERWIN WILLIAMS COSHW5,915$2.0M0.15%
141ANALOG DEVICES INCADI9,418$2.0M0.15%
142D R HORTON INC23331A10914,131$2.0M0.15%
143EQT CORPEQT42,849$2.0M0.15%
144KINETIK HOLDINGS INCKNTK33,744$1.9M0.14%
145QUANTA SVCS INC74762E1025,937$1.9M0.14%
146AON PLCAON5,188$1.9M0.14%
147CENTERPOINT ENERGY INCCNP58,278$1.8M0.14%
148TJX COS INC NEW87254010915,119$1.8M0.14%
149INTAPP INCINTA28,469$1.8M0.14%
150MADISON SQUARE GRDN SPRT COR55825T1038,067$1.8M0.14%
151NIKE INCNKE23,967$1.8M0.13%
152REMITLY GLOBAL INCRELY80,071$1.8M0.13%
153MADISON SQUARE GARDEN ENTMT55825610350,494$1.8M0.13%
154FLUTTER ENTMT PLCG3643J1086,845$1.8M0.13%
155CRESCENT ENERGY COMPANYCRGY120,835$1.8M0.13%
156FORTIVE CORPFTV23,074$1.7M0.13%
157WORLD ACCEP CORPORATIONWRLD15,366$1.7M0.13%
158MONDELEZ INTL INC60920710528,469$1.7M0.13%
159CONSOLIDATED EDISON INCED18,895$1.7M0.13%
160CRH PLCCRH18,207$1.7M0.13%
161BOOKING HOLDINGS INCBKNG338$1.7M0.12%
162SYNCHRONY FINANCIALSYF-PB25,479$1.7M0.12%
163SPS COMM INCSPSC8,954$1.6M0.12%
164LOWES COS INC5486611076,504$1.6M0.12%
165ANTERO RESOURCES CORPAR45,565$1.6M0.12%
166UNITED PARCEL SERVICE INCUPS12,608$1.6M0.12%
167BECTON DICKINSON & COBDX6,978$1.6M0.12%
168FORD MTR CO345370860155,350$1.5M0.11%
169AMGEN INCAMGN5,847$1.5M0.11%
170MARATHON PETE CORPMARA10,832$1.5M0.11%
171UNITED NAT FOODS INCUNTCW54,861$1.5M0.11%
172AMETEK INCAME8,311$1.5M0.11%
173UPSTART HLDGS INCUPST23,706$1.5M0.11%
174EMCOR GROUP INCEME3,199$1.5M0.11%
175UL SOLUTIONS INCULS28,733$1.4M0.11%
176WARNER BROS DISCOVERY INCWBD130,427$1.4M0.10%
177VERIZON COMMUNICATIONS INCVZ33,128$1.3M0.10%
178COPART INCCPRT22,903$1.3M0.10%
179KIRBY CORPKEX12,382$1.3M0.10%
180APPLOVIN CORPAPP3,855$1.2M0.09%
181ONESTREAM INCOS43,725$1.2M0.09%
182PG&E CORPPCG-PX61,723$1.2M0.09%
183ROLLINS INCROL26,873$1.2M0.09%
184CNH INDL N VN20944109109,015$1.2M0.09%
185INSPERITY INCNSP15,841$1.2M0.09%
186GRINDR INCGRND68,194$1.2M0.09%
187PITNEY BOWES INCPBI-PB159,086$1.2M0.09%
188CHEMED CORP NEWCHE2,144$1.1M0.08%
189SALESFORCE INCCRM3,337$1.1M0.08%
190FEDERATED HERMES INCFHI26,944$1.1M0.08%
191VULCAN MATLS CO9291601094,297$1.1M0.08%
192PENTAIR PLCPNR10,808$1.1M0.08%
193PAYCHEX INCPAYX7,703$1.1M0.08%
194COTERRA ENERGY INCCTRA42,217$1.1M0.08%
195TRUIST FINL CORP89832Q10924,754$1.1M0.08%
196TARGET CORPTGT7,789$1.1M0.08%
197MARKEL GROUP INCMKL602$1.0M0.08%
198WATTS WATER TECHNOLOGIES INCWTS5,068$1.0M0.08%
199HAMILTON INSURANCE GROUP LTDHG53,975$1.0M0.08%
200MICRON TECHNOLOGY INCMU11,969$1.0M0.07%
201COMPASS INCCOMP172,025$1.0M0.07%
202CROWDSTRIKE HLDGS INCCRWD2,874$983,3680.07%
203ROCKET LAB USA INCRKLB38,463$979,6530.07%
204POPULAR INCBPOPM10,386$976,9070.07%
205UNIVERSAL INS HLDGS INC91359V10745,730$963,0740.07%
206THE TRADE DESK INC88339J1058,151$957,9870.07%
207RUSH STREET INTERACTIVE INCRSI69,713$956,4620.07%
208NETFLIX INCNFLX1,035$922,5160.07%
209PETCO HEALTH & WELLNESS CO IWOOF240,915$917,8860.07%
210YUM BRANDS INCYUM6,821$915,1050.07%
211HAWAIIAN ELEC INDUSTRIES41987010091,737$892,6010.07%
212AGILON HEALTH INCAGL467,457$888,1680.07%
213SOLAREDGE TECHNOLOGIES INCSEDG64,779$880,9940.07%
214CURTISS WRIGHT CORPCW2,467$875,4640.07%
215COMMVAULT SYS INCCVLT5,787$873,3160.06%
216KODIAK GAS SVCS INC50012A10821,212$866,0860.06%
217TEXAS INSTRS INC8825081044,559$854,8580.06%
218COGNIZANT TECHNOLOGY SOLUTIOCTSH11,090$852,8210.06%
219CORVEL CORPCRVL7,600$845,5760.06%
220ENLINK MIDSTREAM LLC29336T10059,444$841,1330.06%
221DATADOG INCDDOG5,759$822,9040.06%
222WAYSTAR HLDG CORPWAY22,082$810,4090.06%
223IRADIMED CORPIRMD14,616$803,8800.06%
224VERISK ANALYTICS INCVRSK2,899$798,4720.06%
225OSHKOSH CORPOSK8,303$789,3660.06%
226TERADATA CORP DELTDC25,293$787,8770.06%
227EDISON INTL2810201079,462$755,4460.06%
228US FOODS HLDG CORPUSFD11,174$753,7980.06%
229EXPEDITORS INTL WASH INC3021301096,707$742,9340.06%
230COMPOSECURE INC20459V10545,302$694,4800.05%
231METTLER TOLEDO INTERNATIONALMTD565$691,3790.05%
232PBF ENERGY INCPBF24,766$657,5370.05%
233EXCELERATE ENERGY INCEE21,667$655,4270.05%
234LUMEN TECHNOLOGIES INCLUMN120,922$642,0960.05%
235CAMPING WORLD HLDGS INCCWH30,003$632,4630.05%
236FIRSTENERGY CORPFE15,582$619,8520.05%
237CARMAX INCKMX7,469$610,6650.05%
238INTERCONTINENTAL EXCHANGE IN45866F1044,038$601,7020.04%
239VIRTUS INVT PARTNERS INC92828Q1092,607$575,0520.04%
240LINCOLN ELEC HLDGS INC5339001063,067$574,9700.04%
241BROADRIDGE FINL SOLUTIONS IN11133T1032,536$573,3640.04%
242COREBRIDGE FINL INC21871X10918,974$567,8920.04%
243VITA COCO CO INCCOCO15,222$561,8440.04%
244NATERA INCNTRA3,532$559,1160.04%
245TELEPHONE & DATA SYS INCTDS-PV16,386$558,9260.04%
246UNITED STS LIME & MINERALS IUNTCW4,160$552,1980.04%
247CHURCH & DWIGHT CO INCCHD5,212$545,7490.04%
248AMC ENTMT HLDGS INC00165C302136,986$545,2040.04%
249NEW YORK TIMES CONYT10,387$540,6430.04%
250CALUMET INCCLMT24,459$538,5870.04%
251KKR & CO INCKKRT3,473$513,6910.04%
252AMERICAN WTR WKS CO INC NEW0304201034,125$513,5210.04%
253PEGASYSTEMS INCPEGA5,424$505,5170.04%
254ERIE INDTY CO29530P1021,191$490,9660.04%
255REGENERON PHARMACEUTICALSREGN671$477,9730.04%
256TECHNIPFMC PLCFTI16,459$476,3230.04%
257ATMUS FILTRATION TECHNOLOGIEATMU11,602$454,5660.03%
258AMNEAL PHARMACEUTICALS INCAMRX55,962$443,2190.03%
259ESAB CORPORATIONESAB3,651$437,9010.03%
260TIPTREE INCTIPT20,871$435,3690.03%
261CLOUDFLARE INCNET3,976$428,1360.03%
262RLI CORPRLI2,595$427,7340.03%
263MSCI INCMSCI706$423,6070.03%
264AAON INCAAON3,450$405,9960.03%
265COCA COLA CONS INCCOKE315$396,8970.03%
266NAPCO SEC TECHNOLOGIES INC63040210511,156$396,7070.03%
267EMERSON ELEC COEMR3,177$393,7260.03%
268DYNATRACE INCDT7,145$388,3310.03%
269COSTCO WHSL CORP NEW22160K105423$387,5820.03%
270CVS HEALTH CORPCVS8,634$387,5800.03%
271BEACON ROOFING SUPPLY INC0736851093,805$386,5120.03%
272DECKERS OUTDOOR CORPDECK1,882$382,2150.03%
273AVEPOINT INCAVPT22,202$366,5550.03%
274IRONWOOD PHARMACEUTICALS INCIRWD82,728$366,4850.03%
275SYSCO CORPSYY4,482$342,6940.03%
276DIAMOND HILL INVT GROUP INC25264R2072,175$337,3430.03%
277BADGER METER INCBMI1,577$334,5130.02%
278LAUDER ESTEE COS INC5184391044,458$334,2610.02%
279SNAP ON INCSNA975$330,9930.02%
280WEAVE COMMUNICATIONS INCWEAV20,704$329,6080.02%
281NEXTNAV INCNXNVW20,875$324,8150.02%
282CITIZENS FINL GROUP INCCIA7,382$323,0360.02%
283LANDSTAR SYS INCLSTR1,818$312,4410.02%
284MOLINA HEALTHCARE INCMOH1,057$307,6400.02%
285BURKE HERBERT FINL SVCS CORP12135Y1084,925$307,1230.02%
286CLEAR CHANNEL OUTDOOR HLDGSCCO221,064$302,8580.02%
287AMEREN CORPAEE3,345$298,1730.02%
288SUNCOKE ENERGY INCSXC27,497$294,2180.02%
289TARSUS PHARMACEUTICALS INCTARS5,266$291,5780.02%
290MASCO CORPMAS3,961$287,4500.02%
291ALLY FINL INC02005N1007,658$275,7650.02%
292ABBOTT LABSABLZF2,416$273,2740.02%
293WILLIAMS SONOMA INCWSM1,444$267,4000.02%
294CVR ENERGY INCCVI14,023$262,7910.02%
295HESS MIDSTREAM LPHESM7,081$262,2090.02%
296BAKER HUGHES COMPANYBKR6,264$256,9490.02%
297DUKE ENERGY CORP NEWDUKB2,384$256,8520.02%
298STATE STR CORPSTT-PG2,615$256,6620.02%
299XCEL ENERGY INCXELLL3,797$256,3730.02%
300PAYMENTUS HOLDINGS INCPAY7,822$255,5450.02%
301HOWMET AEROSPACE INCHWM2,330$254,8320.02%
302FRONTIER GROUP HLDGS INCULCC35,357$251,3880.02%
303AFLAC INCAFL2,414$249,7040.02%
304LANCASTER COLONY CORPMZTI1,406$243,4350.02%
305FRANKLIN RESOURCES INCBEN11,628$235,9320.02%
306BEST BUY INCBBY2,685$230,3730.02%
307RTX CORPORATIONRTX1,958$226,5800.02%
308REGIONS FINANCIAL CORP NEWRF-PF9,366$220,2880.02%
309SMITH A O CORPAOS3,146$214,5890.02%
310WORTHINGTON STL INC9821041016,688$212,8120.02%
311ADOBE INCADBE478$212,5570.02%
312BLEND LABS INCBLND49,129$206,8330.02%
31310X GENOMICS INCTXG14,294$205,2620.02%
314BENTLEY SYS INCBSY4,363$203,7520.02%
315TRAVELERS COMPANIES INCTRV836$201,3840.01%
316NATIONAL BEVERAGE CORPFIZZ4,695$200,3360.01%
317PACS GROUP INCPACS14,077$184,5490.01%
318VIASAT INCVSAT18,639$158,6180.01%
319PATTERSON-UTI ENERGY INCPTEN19,088$157,6670.01%
320PERIMETER SOLUTIONS INCPRM12,059$154,1140.01%
321JETBLUE AWYS CORP47714310115,071$118,4580.01%
322SUNNOVA ENERGY INTL INC.86745K10420,872$71,5910.01%
323LESLIES INC52706410931,753$70,8090.01%
324GRAY TELEVISION INCGTN-A10,174$32,0480.00%
325SANA BIOTECHNOLOGY INCSANA12,098$19,7200.00%