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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $89.9B AUM 3,481 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 648 New 1223 Added 1545 Reduced 801 Exited
Page 2 of 62  ·  1,223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 649,832.0 $392.8M 0.44% +627K +2734.3% $604.39 -13.9%
22 C CITIGROUP INC Financial Services 3,195,592.0 $362.4M 0.40% +2.2M +230.4% $113.41 +8.8%
23 BSX BOSTON SCIENTIFIC CORP Healthcare 5,569,880.0 $349.5M 0.39% +64K +1.2% $62.75 -16.0%
24 NEM NEWMONT CORP Basic Materials 3,046,411.0 $329.8M 0.37% +2.2M +243.1% $108.25 +7.5%
25 GOOGL CALL ALPHABET INC Communication Services 1,131,000.0 $325.2M 0.36% +292K +34.8% $287.56 +39.5%
26 APH AMPHENOL CORP Technology 2,549,676.0 $322.2M 0.36% +1.9M +316.7% $126.35 -1.1%
27 XLE PUT SELECT SECTOR SPDR TR 5,077,100.0 $311.0M 0.35% +5.1M +10000.0% $61.26 -2.9%
28 NFLX CALL NETFLIX INC. Communication Services 3,232,300.0 $310.8M 0.35% +1.8M +123.9% $96.15 -9.6%
29 TSLA CALL TESLA INC Consumer Cyclical 834,800.0 $310.3M 0.34% +380K +83.5% $371.75 +19.2%
30 FDX FEDEX CORP Industrials 869,414.0 $309.7M 0.34% +832K +2200.8% $356.18 +6.7%
31 AME AMETEK INC Industrials 1,437,730.0 $308.2M 0.34% +316K +28.2% $214.36 +6.3%
32 UBS UBS GROUP AG Financial Services 7,612,542.0 $292.9M 0.33% +5.5M +256.7% $38.47 +20.5%
33 EXPAND ENERGY CORPORATION 2,656,195.0 $291.6M 0.32% +1.7M +191.5% $109.78
34 TECHNIPFMC PLC 4,155,117.0 $287.2M 0.32% +1.8M +77.2% $69.13
35 MMM 3M CO Industrials 1,962,817.0 $285.1M 0.32% +859K +77.8% $145.23 -0.1%
36 FERG FERGUSON ENTERPRISES INC Industrials 1,209,745.0 $282.2M 0.31% +139K +13.0% $233.26 -0.5%
37 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 838,187.0 $277.3M 0.31% +64K +8.2% $330.87 -13.3%
38 TER TERADYNE INC Technology 925,766.0 $274.5M 0.30% +728K +369.0% $296.46 +20.3%
39 ACN ACCENTURE PLC IRELAND Technology 1,380,509.0 $273.7M 0.30% +913K +195.2% $198.29 -14.9%
40 AMAT APPLIED MATLS INC Technology 796,497.0 $272.2M 0.30% +346K +76.8% $341.79 +27.7%
Page 2 of 62  ·  1,223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Financial Services 17.7%
Industrials 15.4%
Healthcare 10.8%
Consumer Cyclical 10.2%
Communication Services 5.6%
Energy 5.5%
Basic Materials 4.5%
Consumer Defensive 4.1%
Utilities 3.9%