Fund Update: Voleon Capital Management LP Just Disclosed New Holdings

Voleon Capital Management LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 38,043 shares of $MAS (~$2,633,508). This was a increase of ~960.44% from their previous position.
• An increase of 787,901 shares of $IRWD (~$913,340). This was a increase of ~952.40% from their previous position.
• A decrease of 8,946 shares of $MCD (~$2,578,879). This was a increase of ~-93.28% from their previous position.
• A decrease of 86,596 shares of $FCX (~$3,300,247). This was a increase of ~-87.70% from their previous position.
• An increase of 37,440 shares of $BSY (~$1,440,778). This was a increase of ~858.13% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Voleon Capital Management LP for more details.