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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 Q1 2025 · Filed May 16, 2025 · Accession 0001062993-25-009580

Total Value
$1.28B
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT209,039$78.5M6.14%
2APPLE INCAAPL342,580$76.1M5.96%
3NVIDIA CORPORATIONNVDA670,210$72.6M5.69%
4ALPHABET INCGOOG324,592$50.2M3.93%
5AMAZON COM INCAMZN241,976$46.0M3.60%
6MASTERCARD INCORPORATEDMA40,069$22.0M1.72%
7JOHNSON & JOHNSONJNJ111,747$18.5M1.45%
8META PLATFORMS INCMETA31,747$18.3M1.43%
9WALMART INCWMT194,280$17.1M1.34%
10QUALCOMM INCQCOM101,463$15.6M1.22%
11PEPSICO INCPEP100,275$15.0M1.18%
12TESLA INCTSLA56,255$14.6M1.14%
13EXELON CORPEXC297,967$13.7M1.07%
14UNION PAC CORPUNP57,092$13.5M1.06%
15BANK AMERICA CORP060505104316,385$13.2M1.03%
16HOME DEPOT INCHD35,173$12.9M1.01%
17ABBVIE INCABBV61,034$12.8M1.00%
18JPMORGAN CHASE & CO.VYLD50,109$12.3M0.96%
19MARSH & MCLENNAN COS INC57174810247,050$11.5M0.90%
20BERKSHIRE HATHAWAY INC DELBRK-A21,450$11.4M0.89%
21RUBRIK INC.RBRK186,205$11.4M0.89%
22GARTNER INCIT25,200$10.6M0.83%
23VERALTO CORPVLTO104,166$10.2M0.79%
24SHERWIN WILLIAMS COSHW29,035$10.1M0.79%
25DOORDASH INCDASH54,193$9.9M0.78%
26AMERICAN EXPRESS COAXP35,587$9.6M0.75%
27TOAST INCTOST287,969$9.6M0.75%
28ZOETIS INCZTS56,975$9.4M0.73%
29WELLS FARGO CO NEW949746101124,882$9.0M0.70%
30CHIPOTLE MEXICAN GRILL INCCMG175,864$8.8M0.69%
31MORGAN STANLEYMS-PQ74,559$8.7M0.68%
32VISA INCV24,437$8.6M0.67%
33COCA COLA COKO118,505$8.5M0.66%
34TRANE TECHNOLOGIES PLCTT25,136$8.5M0.66%
35SOUTHERN COSOMN91,806$8.4M0.66%
36INTUITIVE SURGICAL INCISRG16,635$8.2M0.64%
37COLGATE PALMOLIVE COCL86,788$8.1M0.64%
38PROCTER AND GAMBLE CO74271810947,274$8.1M0.63%
39ELI LILLY & COLLY9,753$8.1M0.63%
40WASTE MGMT INC DEL94106L10934,480$8.0M0.62%
41TARGA RES CORPTRGP39,367$7.9M0.62%
42BOWHEAD SPECIALTY HLDGS INCBOW193,247$7.9M0.61%
43CSX CORPCSX266,375$7.8M0.61%
44THE CIGNA GROUP12552310023,410$7.7M0.60%
45PRINCIPAL FINANCIAL GROUP INPFG88,413$7.5M0.58%
46CITIGROUP INCC-PR104,066$7.4M0.58%
47STRYKER CORPORATIONSYK19,764$7.4M0.58%
48ECOLAB INCECL28,305$7.2M0.56%
49AMPHENOL CORP NEW032095101108,918$7.1M0.56%
50EOG RES INCEOG55,563$7.1M0.56%
51ROPER TECHNOLOGIES INCROP11,903$7.0M0.55%
52S&P GLOBAL INCSPGI12,850$6.5M0.51%
53KLA CORPKLAC9,499$6.5M0.51%
54US BANCORP DELUSB-PS149,656$6.3M0.49%
55GRAINGER W W INC3848021046,389$6.3M0.49%
56MORNINGSTAR INCMORN20,930$6.3M0.49%
57BROADCOM INCAVGO37,404$6.3M0.49%
58CARDINAL HEALTH INCCAH45,279$6.2M0.49%
59MERCK & CO INCMRK68,933$6.2M0.48%
60PLAINS GP HLDGS L PPAGP283,767$6.1M0.47%
61WABTEC92974010833,197$6.0M0.47%
62FORD MTR CO345370860597,854$6.0M0.47%
63LOWES COS INC54866110724,906$5.8M0.45%
64ROBLOX CORPRBLX96,035$5.6M0.44%
65DEXCOM INCDXCM77,110$5.3M0.41%
66LAM RESEARCH CORPLRCX71,678$5.2M0.41%
67AT&T INCT-PC180,456$5.1M0.40%
68TYLER TECHNOLOGIES INCTYL8,293$4.8M0.38%
69ALLSTATE CORPALL-PJ23,159$4.8M0.38%
70OREILLY AUTOMOTIVE INC67103H1073,189$4.6M0.36%
71REDDIT INCRDDT42,949$4.5M0.35%
72MCKESSON CORPMCK6,499$4.4M0.34%
73SERVICENOW INCNOW5,445$4.3M0.34%
74ANTERO RESOURCES CORPAR106,996$4.3M0.34%
75TE CONNECTIVITY PLCTEL30,254$4.3M0.33%
76LPL FINL HLDGS INC50212V10013,056$4.3M0.33%
77EATON CORP PLCETN15,694$4.3M0.33%
78FORTINET INCFTNT43,618$4.2M0.33%
79PFIZER INCPFE162,924$4.1M0.32%
80THERMO FISHER SCIENTIFIC INCTMO7,884$3.9M0.31%
81WILLIAMS COS INC96945710065,176$3.9M0.30%
82GARMIN LTDGRMN17,887$3.9M0.30%
83GE VERNOVA INCGEV12,488$3.8M0.30%
84SALESFORCE INCCRM14,073$3.8M0.30%
85BOSTON SCIENTIFIC CORPBSX36,360$3.7M0.29%
86EXXON MOBIL CORPXOM30,741$3.7M0.29%
87PHILIP MORRIS INTL INC71817210921,799$3.5M0.27%
88PARKER-HANNIFIN CORPPH5,531$3.4M0.26%
89SNOWFLAKE INCSNOW22,927$3.4M0.26%
90GRINDR INCGRND186,000$3.3M0.26%
91T-MOBILE US INCTMUSZ12,455$3.3M0.26%
92MOODYS CORPMCO7,125$3.3M0.26%
93BOOKING HOLDINGS INCBKNG715$3.3M0.26%
94PETCO HEALTH & WELLNESS CO IWOOF1,078,322$3.3M0.26%
95CARVANA COCVNA15,576$3.3M0.25%
96GENERAL DYNAMICS CORPGD11,815$3.2M0.25%
97ALNYLAM PHARMACEUTICALS INCALNY11,914$3.2M0.25%
98CENTENE CORP DELCNC52,831$3.2M0.25%
99PHILLIPS 66PSX25,961$3.2M0.25%
100VERISIGN INCVRSN12,320$3.1M0.24%
101CENCORA INCCOR11,186$3.1M0.24%
102CVS HEALTH CORPCVS45,570$3.1M0.24%
103ERIE INDTY CO29530P1027,305$3.1M0.24%
104INTEL CORPINTC133,103$3.0M0.24%
105TEXAS INSTRS INC88250810416,641$3.0M0.23%
106BWX TECHNOLOGIES INCBWXT30,261$3.0M0.23%
107ARISTA NETWORKS INCANET38,502$3.0M0.23%
108PENTAIR PLCPNR33,447$2.9M0.23%
109COPART INCCPRT51,640$2.9M0.23%
110MASCO CORPMAS42,004$2.9M0.23%
111AUTODESK INCADSK10,955$2.9M0.22%
112DISNEY WALT CO25468710628,950$2.9M0.22%
113VERTEX PHARMACEUTICALS INCVRTX5,753$2.8M0.22%
114LENNOX INTL INC5261071074,879$2.7M0.21%
115BROADRIDGE FINL SOLUTIONS IN11133T10311,243$2.7M0.21%
116REPUBLIC SVCS INC76075910010,921$2.6M0.21%
117REMITLY GLOBAL INCRELY121,706$2.5M0.20%
118LIVE NATION ENTERTAINMENT INLYV19,294$2.5M0.20%
119GILEAD SCIENCES INCGILD22,334$2.5M0.20%
120NORTHROP GRUMMAN CORPNOC4,801$2.5M0.19%
121UNITEDHEALTH GROUP INCUNH4,658$2.4M0.19%
122APPLIED MATLS INC03822210516,563$2.4M0.19%
123PACKAGING CORP AMER69515610912,078$2.4M0.19%
124CURTISS WRIGHT CORPCW7,375$2.3M0.18%
125RAYMOND JAMES FINL INC75473010916,788$2.3M0.18%
126TELEPHONE & DATA SYS INCTDS-PV60,166$2.3M0.18%
127AMGEN INCAMGN7,396$2.3M0.18%
128COMCAST CORP NEWCCZ61,586$2.3M0.18%
129RPM INTL INC74968510319,641$2.3M0.18%
130SYNCHRONY FINANCIALSYF-PB42,643$2.3M0.18%
131CINTAS CORPCTAS10,857$2.2M0.17%
132BELLRING BRANDS INCBRBR29,880$2.2M0.17%
133NAPCO SEC TECHNOLOGIES INC63040210595,848$2.2M0.17%
134AUTOMATIC DATA PROCESSING INADP7,109$2.2M0.17%
135HUMANA INCHUM7,852$2.1M0.16%
136MERCADOLIBRE INCMELI1,052$2.1M0.16%
137INTUITINTU3,276$2.0M0.16%
138AMETEK INCAME11,671$2.0M0.16%
139KIMBERLY-CLARK CORPKMB13,878$2.0M0.15%
140VULCAN MATLS CO9291601098,333$1.9M0.15%
141ROSS STORES INCROST15,147$1.9M0.15%
142MSCI INCMSCI3,376$1.9M0.15%
143CAVA GROUP INCCAVA21,696$1.9M0.15%
144TJX COS INC NEW87254010915,233$1.9M0.15%
145METTLER TOLEDO INTERNATIONALMTD1,531$1.8M0.14%
146UNITED PARCEL SERVICE INCUPS16,427$1.8M0.14%
147CHEVRON CORP NEWCVX10,785$1.8M0.14%
148ILLINOIS TOOL WKS INC4523081097,223$1.8M0.14%
149DTE ENERGY CODTK12,447$1.7M0.13%
150WORLD ACCEP CORPORATIONWRLD13,497$1.7M0.13%
151KYNDRYL HLDGS INCKD54,289$1.7M0.13%
152BRUKER CORPBRKRP39,624$1.7M0.13%
153BENTLEY SYS INCBSY41,803$1.6M0.13%
154UNITED NAT FOODS INCUNTCW59,189$1.6M0.13%
155BEST BUY INCBBY21,972$1.6M0.13%
156WATTS WATER TECHNOLOGIES INCWTS7,812$1.6M0.12%
157MOTOROLA SOLUTIONS INCMSI3,560$1.6M0.12%
158NEXTERA ENERGY INCNEE-PW21,845$1.5M0.12%
159NUVALENT INCNUVL20,994$1.5M0.12%
160INSPERITY INCNSP16,666$1.5M0.12%
161UNIVERSAL INS HLDGS INC91359V10762,292$1.5M0.12%
162CHEMED CORP NEWCHE2,374$1.5M0.11%
163LINCOLN ELEC HLDGS INC5339001067,577$1.4M0.11%
164ONESTREAM INCOS66,753$1.4M0.11%
165FAIR ISAAC CORPFICO770$1.4M0.11%
166OTIS WORLDWIDE CORPOTIS13,661$1.4M0.11%
167HOULIHAN LOKEY INCHLI8,716$1.4M0.11%
168ADOBE INCADBE3,663$1.4M0.11%
169ACCENTURE PLC IRELANDACN4,445$1.4M0.11%
170EXPEDITORS INTL WASH INC30213010911,255$1.4M0.11%
171SNAP ON INCSNA4,013$1.4M0.11%
172ROKU INCROKU19,022$1.3M0.10%
173TORO COTORO18,083$1.3M0.10%
174PUBLIC SVC ENTERPRISE GRP IN74457310615,865$1.3M0.10%
175IRONWOOD PHARMACEUTICALS INCIRWD870,629$1.3M0.10%
176MEDPACE HLDGS INCMEDP4,198$1.3M0.10%
177CHENIERE ENERGY INCLNG5,490$1.3M0.10%
178IDEXX LABS INC45168D1042,932$1.2M0.10%
179CATERPILLAR INCCAT3,685$1.2M0.10%
180MODERNA INCMRNA42,507$1.2M0.09%
181COMPASS INCCOMP135,215$1.2M0.09%
182SPX TECHNOLOGIES INCSPXC9,031$1.2M0.09%
183TENABLE HLDGS INC88025T10233,184$1.2M0.09%
184MARATHON PETE CORPMARA7,806$1.1M0.09%
185STIFEL FINL CORP86063010212,009$1.1M0.09%
186MONSTER BEVERAGE CORP NEWMNST19,121$1.1M0.09%
187EQT CORPEQT20,936$1.1M0.09%
188CUMMINS INCCMI3,564$1.1M0.09%
189ORACLE CORPORCL-PD7,980$1.1M0.09%
190ROLLINS INCROL20,530$1.1M0.09%
191ABBOTT LABSABLZF8,297$1.1M0.09%
192THE TRADE DESK INC88339J10519,499$1.1M0.08%
193EDWARDS LIFESCIENCES CORPEW14,705$1.1M0.08%
194CHURCH & DWIGHT CO INCCHD9,543$1.1M0.08%
195WAYSTAR HLDG CORPWAY28,023$1.0M0.08%
196PPG INDS INC6935061079,561$1.0M0.08%
197DRAFTKINGS INC NEWDKNG31,098$1.0M0.08%
198SCHLUMBERGER LTDSLB24,699$1.0M0.08%
199APPLOVIN CORPAPP3,838$1.0M0.08%
200CNH INDL N VN2094410982,687$1.0M0.08%
201AGILENT TECHNOLOGIES INCA8,624$1.0M0.08%
202SITEONE LANDSCAPE SUPPLY INCSITE8,300$1.0M0.08%
203PACCAR INCPCAR10,234$996,4850.08%
204PNC FINL SVCS GROUP INC6934751055,649$992,9250.08%
205LAUDER ESTEE COS INC51843910414,741$972,9060.08%
206PALANTIR TECHNOLOGIES INCPLTR11,210$946,1240.07%
207PROGRESSIVE CORP7433151033,214$909,5940.07%
208KROGER COKR13,379$905,6250.07%
209TRANSDIGM GROUP INCTDG649$897,7550.07%
210KIRBY CORPKEX8,840$892,9280.07%
211NUTANIX INCNTNX12,595$879,2570.07%
212AGILON HEALTH INCAGL202,369$876,2580.07%
213PITNEY BOWES INCPBI-PB95,969$868,5190.07%
214CHEWY INCCHWY26,712$868,4070.07%
215SPS COMM INCSPSC6,502$863,0100.07%
216CAMPING WORLD HLDGS INCCWH53,074$857,6760.07%
217CARNIVAL CORPCUKPF43,883$857,0350.07%
218SAMSARA INCIOT22,346$856,5220.07%
219PAYONEER GLOBAL INCPAYO116,827$854,0050.07%
220OPENDOOR TECHNOLOGIES INCOPENZ837,185$853,9290.07%
22110X GENOMICS INCTXG97,151$848,1280.07%
222ARCHER DANIELS MIDLAND COADM17,618$845,8400.07%
223CRESCENT ENERGY COMPANYCRGY74,161$833,5700.07%
224ALLEGION PLCALLE6,362$829,9870.06%
225MGIC INVT CORP WIS55284810332,329$801,1130.06%
226VERIZON COMMUNICATIONS INCVZ17,648$800,5130.06%
227NIKE INCNKE12,448$790,1990.06%
228REGENERON PHARMACEUTICALSREGN1,244$788,9820.06%
229MAPLEBEAR INCCART19,131$763,1360.06%
230NETAPP INCNTAP8,635$758,4980.06%
231EVERSOURCE ENERGYES12,022$746,6860.06%
232NUSCALE PWR CORPNU52,363$741,4600.06%
233RHYTHM PHARMACEUTICALS INCRYTM13,819$731,9920.06%
234CONSOLIDATED EDISON INCED6,514$720,3830.06%
235WEST PHARMACEUTICAL SVSC INC9553061053,172$710,1470.06%
236YUM BRANDS INCYUM4,434$697,7340.05%
237HESS MIDSTREAM LPHESM16,478$696,8550.05%
238MADISON SQUARE GARDEN ENTMT55825610320,887$683,8400.05%
239KLAVIYO INCKVYO22,564$682,7870.05%
240PAYPAL HLDGS INCPYPL10,384$677,5560.05%
241APELLIS PHARMACEUTICALS INCAPLS30,191$660,2770.05%
242PRUDENTIAL FINL INCPUKPF5,680$634,3420.05%
243ITT INCITT4,890$631,5920.05%
244DYNE THERAPEUTICS INCDYN59,673$624,1800.05%
245HARTFORD INSURANCE GROUP INCHIG-PG4,934$610,4840.05%
246UL SOLUTIONS INCULS10,784$608,2180.05%
247POPULAR INCBPOPM6,362$587,6580.05%
248CORVEL CORPCRVL5,182$580,2290.05%
249WILLIS TOWERS WATSON PLC LTDWTW1,690$571,1360.04%
250PBF ENERGY INCPBF29,797$568,8250.04%
251TIPTREE INCTIPT23,521$566,6210.04%
252AFFIRM HLDGS INCAFRM12,480$563,9710.04%
253CENTERPOINT ENERGY INCCNP15,386$557,4350.04%
254DUOLINGO INCDUOL1,794$557,1090.04%
255SCHWAB CHARLES CORPSCHW-PJ6,903$540,3670.04%
256MADISON SQUARE GRDN SPRT COR55825T1032,732$531,9750.04%
257ANALOG DEVICES INCADI2,470$498,1250.04%
258CREDIT ACCEP CORP MICH225310101964$497,7610.04%
259DUTCH BROS INCBROS7,880$486,5110.04%
260OSHKOSH CORPOSK5,159$485,3590.04%
261IRADIMED CORPIRMD9,095$477,3060.04%
262FREEPORT-MCMORAN INCFCX12,142$459,6960.04%
263VERISK ANALYTICS INCVRSK1,495$444,9420.03%
264UIPATH INCPATH42,442$437,1530.03%
265FASTENAL COFAST5,580$432,7290.03%
266ALIGNMENT HEALTHCARE INCALHC22,893$426,2680.03%
267VIASAT INCVSAT40,492$421,9270.03%
268HAMILTON INSURANCE GROUP LTDHG19,887$412,2580.03%
269EMCOR GROUP INCEME1,085$401,0490.03%
270EVERCORE INCEVR2,004$400,2390.03%
271LUMEN TECHNOLOGIES INCLUMN101,349$397,2880.03%
272ROCKET LAB USA INCRKLB22,192$396,7930.03%
273AMC ENTMT HLDGS INC00165C302137,884$395,7270.03%
274JANUS HENDERSON GROUP PLCJHG10,935$395,3000.03%
275DOMINION ENERGY INCD6,965$390,5280.03%
276AMNEAL PHARMACEUTICALS INCAMRX46,388$388,7310.03%
277TUTOR PERINI CORPTPC16,601$384,8110.03%
278DEVON ENERGY CORP NEW25179M10310,069$376,5810.03%
279CLOROX CO DELCLX2,547$375,0460.03%
280RUSH STREET INTERACTIVE INCRSI33,547$359,6240.03%
281GREEN PLAINS INCGPRE73,848$358,1630.03%
282QUALYS INCQLYS2,821$355,2490.03%
283WEAVE COMMUNICATIONS INCWEAV31,919$353,9820.03%
284PPL CORPPPLC9,575$345,7530.03%
285TARGET CORPTGT3,281$342,4050.03%
286AIRBNB INCABNB2,793$333,6520.03%
287SOUTHWEST GAS HLDGS INCSWX4,618$331,5720.03%
288INTAPP INCINTA5,584$325,9940.03%
289COTERRA ENERGY INCCTRA11,069$319,8940.03%
290WORKDAY INCWDAY1,323$308,9600.02%
291UNITED STS LIME & MINERALS IUNTCW3,397$300,2270.02%
292ENSIGN GROUP INCENSG2,309$298,7850.02%
293MARAVAI LIFESCIENCES HLDGS IMARA134,089$296,3370.02%
294EVEREST GROUP LTDEG815$296,1140.02%
295PROG HOLDINGS INCPRG10,606$282,1200.02%
296HUNTINGTON BANCSHARES INCHBANP18,770$281,7380.02%
297ASPEN AEROGELS INCASPN44,060$281,5430.02%
298TRAVELERS COMPANIES INCTRV1,031$272,6580.02%
299AMERICAN ELEC PWR CO INC0255371012,452$267,9300.02%
300ON SEMICONDUCTOR CORPON6,510$264,8920.02%
301PULTE GROUP INC7458671012,551$262,2430.02%
302SOUTHERN MO BANCORP INCSOMN4,897$254,7420.02%
303JABIL INCJBL1,833$249,4160.02%
304BURKE HERBERT FINL SVCS CORP12135Y1084,444$249,3530.02%
305REPUBLIC BANCORP INC KYRBCAA3,867$246,7920.02%
306NORTHEAST BK PORTLAND ME66405S1002,666$244,0460.02%
307TECHNIPFMC PLCFTI7,366$233,4290.02%
308MP MATERIALS CORPMP8,975$219,0800.02%
309NMI HLDGS INCNMIH6,056$218,3190.02%
310GRACO INCGGG2,517$210,1950.02%
311EXCELERATE ENERGY INCEE7,234$207,4710.02%
312MARRIOTT INTL INC NEW571903202870$207,2340.02%
313MCDONALDS CORPMCD644$201,1660.02%
314COMPOSECURE INC20459V10517,531$190,5620.01%
315FRONTIER GROUP HLDGS INCULCC38,692$167,9230.01%
316LIFESTANCE HEALTH GROUP INCLFST24,450$162,8370.01%
317SUNCOKE ENERGY INCSXC16,412$150,9900.01%
318HAWAIIAN ELEC INDUSTRIES41987010011,768$128,8600.01%
319ADT INC DELADT14,759$120,1380.01%
320CLEAR CHANNEL OUTDOOR HLDGSCCO105,220$116,7940.01%
321PLIANT THERAPEUTICS INCPLRX72,027$97,2360.01%
322FLUENCE ENERGY INCFLNC11,374$55,1640.00%
323OPKO HEALTH INCOPK27,225$45,1940.00%