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Voloridge Investment Management, LLC
David S. Vogel · Hedge Fund · Quant/Systematic
Voloridge Investment Management, LLC is a quantitative hedge fund manager based in Jupiter, Florida. Founded in 2009 by David S. Vogel, the firm specializes in systematic trading strategies that utilize advanced data science, mathematics, and technology to identify alpha opportunities across global markets. The firm is known for its purely data-driven approach, employing a team of predictive modelers and technologists to navigate equity and futures markets with a focus on risk management and maintaining low correlation to traditional investment patterns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +40.7% |
| YTD return | +29.0% |
| Sharpe ratio | 3.43 |
| Win rate | 43% |
| AUM | $5.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $5.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.voloridge.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 9.5% | -6.4% |
| AMZN | Amazon.com Inc | 8.5% | -3.0% |
| GOOGL | Alphabet Inc Class A | 8.3% | +6.8% |
| NVDA | NVIDIA Corporation | 6.8% | +5.9% |
| BAC | Bank of America Corp | 6.3% | +0.6% |
| PEP | PepsiCo Inc | 5.7% | -2.4% |
| INTU | Intuit Inc | 5.3% | -7.1% |
| MSFT | Microsoft Corporation | 4.9% | +2.6% |
| MRSH | Marsh & McLennan Companies, Inc. | 4.8% | +5.6% |
| CVX | Chevron Corp | 4.6% | +3.3% |
| NBIS | Nebius Group N.V. | 4.2% | +8.2% |
| ACN | Accenture plc | 4.2% | -1.5% |
| DOW | Dow Inc | 3.7% | -3.5% |
| EOG | EOG Resources Inc | 3.6% | +1.3% |
| ZTS | Zoetis Inc | 3.5% | -2.0% |
| BP | BP PLC ADR | 3.4% | +3.9% |
| TXN | Texas Instruments Incorporated | 3.3% | -0.1% |
| CME | CME Group Inc | 3.1% | -1.6% |
| C | Citigroup Inc | 3.1% | +8.2% |
| COST | Costco Wholesale Corp | 3.1% | -0.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | ACN | 0.0% → 4.2% |
| Aug 31, 2026 | BUY | BAC | 0.0% → 6.3% |
| Aug 31, 2026 | SELL | PFE | 3.4% → 0.0% |
| Aug 31, 2026 | BUY | TXN | 0.0% → 3.3% |
| Aug 31, 2026 | SELL | NTAP | 4.3% → 0.0% |
Investment Style Analysis
Voloridge Investment Management, LLC is widely recognized for employing a Quant/Systematic strategy. As of Sep 4, 2026, the firm oversees approximately $5.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Voloridge Investment Management, LLC made a significant move by increasing exposure to ACN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Voloridge’s investment philosophy is rooted in the belief that data is the most powerful tool available for modern investing. The firm employs a systematic framework that integrates sophisticated mathematics, machine learning, and proprietary predictive modeling to discover unique and sustainable alpha. By focusing on identifying subtle patterns in vast datasets and applying rigorous risk management techniques, the firm aims to achieve superior risk-adjusted returns while deliberately avoiding exposures to crowded market trades and traditional asset class correlations.
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 Voloridge Investment Management, LLC.
Similar Investment Style
Based on Quant/Systematic.
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Frequently asked questions
How is the simulated portfolio for Voloridge Investment Management, LLC 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 Voloridge Investment Management, LLC's largest holding?
As of the latest filing, Voloridge Investment Management, LLC's top position is Palantir Technologies Inc. (PLTR), representing 9.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Voloridge Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +40.7% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.43, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Voloridge Investment Management, LLC primarily invest in?
Voloridge Investment Management, LLC has a strong preference for the Software - Infrastructure sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Voloridge Investment Management, LLC's portfolio concentrated or diversified?
Voloridge Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Voloridge Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for Voloridge Investment Management, LLC tracks a Year-to-Date (YTD) return of +29.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David S. Vogel manage Voloridge Investment Management, LLC directly?
Yes, David S. Vogel serves as the key portfolio manager for Voloridge Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.