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Voleon Capital Management LP
Michael Kharitonov · Hedge Fund · Quant/Systematic
Voleon Capital Management LP is a quantitative investment management firm headquartered in Berkeley, California. Founded in 2007 by Michael Kharitonov and Jon McAuliffe, both former members of D. E. Shaw & Co., the firm specializes in systematic investing and advanced data science. Voleon manages substantial assets for institutional clients, including pensions and endowments, and is distinguished by its heavy reliance on machine learning for financial prediction. The firm’s team is primarily composed of specialists in mathematics, statistics, and computer science who apply academic rigor to global equity markets. By utilizing large-scale predictive modeling, Voleon seeks to identify persistent market inefficiencies and deliver consistent risk-adjusted returns. The institution is widely recognized for its innovative use of artificial intelligence in the hedge fund industry.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.5% |
| YTD return | +18.5% |
| Sharpe ratio | 3.29 |
| Win rate | 52% |
| AUM | $2.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.voleon.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.3% | +15.9% |
| AAPL | Apple Inc | 14.4% | +29.7% |
| MSFT | Microsoft Corporation | 12.8% | +1.3% |
| GOOGL | Alphabet Inc Class A | 8.8% | +37.5% |
| AMZN | Amazon.com Inc | 7.2% | +11.6% |
| META | Meta Platforms Inc. | 5.2% | +4.9% |
| JPM | JPMorgan Chase & Co | 3.8% | +7.3% |
| TSLA | Tesla Inc | 3.6% | -14.4% |
| MA | Mastercard Inc | 3.5% | +3.1% |
| MU | Micron Technology Inc | 3.1% | +118.6% |
| AVGO | Broadcom Inc | 3.1% | +3.1% |
| LLY | Eli Lilly and Company | 2.7% | +8.8% |
| CMG | Chipotle Mexican Grill Inc | 2.3% | -12.1% |
| SNDK | Sandisk Corp | 2.2% | +17.9% |
| ORLY | O’Reilly Automotive Inc | 2.2% | -4.3% |
| V | Visa Inc. Class A | 2.0% | +10.9% |
| ABBV | AbbVie Inc | 2.0% | -0.1% |
| MRK | Merck & Company Inc | 2.0% | -1.0% |
| INTC | Intel Corporation | 1.9% | +13.4% |
| CAH | Cardinal Health Inc | 1.9% | -4.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MA | 3.6% → 3.5% |
| Sep 7, 2026 | BUY | MU | 2.9% → 3.1% |
| Sep 7, 2026 | BUY | ABBV | 2.0% → 2.0% |
| Sep 7, 2026 | BUY | ORLY | 2.2% → 2.2% |
| Sep 7, 2026 | BUY | MRK | 2.0% → 2.0% |
Investment Style Analysis
Voleon Capital Management LP is widely recognized for employing a Quant/Systematic strategy. As of Sep 18, 2026, the firm oversees approximately $2.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Voleon Capital Management LP made a significant move by reducing the position in MA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Voleon’s investment philosophy is rooted in the belief that financial markets can be effectively modeled through machine learning and large-scale statistical analysis. Rather than relying on human intuition or discretionary judgment, the firm employs fully automated algorithms that sift through terabytes of data to detect subtle, persistent trading signals. This systematic approach focuses on statistical arbitrage and predictive modeling, where machines are trained to operate independently to adapt to evolving market conditions. By maintaining an academic culture and prioritizing scalability and risk management, Voleon aims to exploit inefficiencies across diverse financial instruments. The firm’s strategy emphasizes the use of flexible models that can discern complex patterns in massive datasets, providing a scientific basis for its investment decisions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Voleon Capital Management LP.
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Frequently asked questions
How is the simulated portfolio for Voleon Capital Management LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Voleon Capital Management LP's largest holding?
As of the latest filing, Voleon Capital Management LP's top position is NVIDIA Corporation (NVDA), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Voleon Capital Management LP's historical performance and risk profile?
Our simulation indicates a total return of +25.5% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.29, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Voleon Capital Management LP primarily invest in?
Voleon Capital Management LP has a strong preference for the Semiconductors sector, which makes up 23.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Voleon Capital Management LP's portfolio concentrated or diversified?
Voleon Capital Management LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Voleon Capital Management LP performed in 2026?
Our AI-simulated model portfolio for Voleon Capital Management LP tracks a Year-to-Date (YTD) return of +18.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Kharitonov manage Voleon Capital Management LP directly?
Yes, Michael Kharitonov serves as the key portfolio manager for Voleon Capital Management LP, overseeing the investment strategy and final capital allocation decisions.