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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 6 of 62  ·  1,223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ROKU ROKU INC Communication Services 1,333,685.0 $126.2M 0.14% +64K +5.1% $94.62 +31.1%
102 WAB WABTEC Industrials 502,140.0 $125.5M 0.14% +121K +31.6% $249.91 +5.6%
103 ATI ATI INC Industrials 858,818.0 $124.9M 0.14% +429K +99.6% $145.46 +2.9%
104 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,317,494.0 $124.9M 0.14% +639K +38.1% $53.88 -5.0%
105 CTRE CARETRUST REIT INC Real Estate 3,405,183.0 $124.8M 0.14% +2.0M +137.3% $36.65 +12.3%
106 BURL BURLINGTON STORES INC Consumer Cyclical 383,231.0 $124.7M 0.14% +318K +486.3% $325.38 -10.8%
107 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 788,972.0 $124.1M 0.14% +583K +282.9% $157.28 -1.9%
108 THC TENET HEALTHCARE CORP Healthcare 653,332.0 $123.3M 0.14% +499K +324.4% $188.71 +4.2%
109 AR ANTERO RESOURCES CORP Energy 2,806,927.0 $119.1M 0.13% +566K +25.2% $42.44 -9.6%
110 FIS FIDELITY NATL INFORMATION SV Technology 2,528,422.0 $118.6M 0.13% +2.3M +1151.0% $46.91 -10.9%
111 UBS PUT UBS GROUP AG Financial Services 3,047,100.0 $117.1M 0.13% +592K +24.1% $38.44 +18.5%
112 JHG JANUS HENDERSON GROUP PLC Financial Services 2,271,650.0 $116.7M 0.13% +378K +20.0% $51.37 +0.7%
113 NTRS NORTHERN TR CORP Financial Services 835,738.0 $116.6M 0.13% +383K +84.6% $139.57 +17.4%
114 OGE OGE ENERGY CORP Utilities 2,397,057.0 $115.0M 0.13% +361K +17.7% $47.96 -3.5%
115 JBHT HUNT J B TRANS SVCS INC Industrials 539,455.0 $114.3M 0.13% +232K +75.7% $211.90 +23.7%
116 DVN DEVON ENERGY CORP NEW Energy 2,270,703.0 $114.3M 0.13% +1.1M +86.7% $50.32 -1.6%
117 TOST TOAST INC Technology 4,249,385.0 $112.7M 0.12% +586K +16.0% $26.51 -13.1%
118 NUE NUCOR CORP Basic Materials 665,092.0 $112.5M 0.12% +597K +875.4% $169.10 +34.3%
119 DIA STATE STR SPDR DOW JONES IND Financial Services 241,967.0 $112.1M 0.12% +144K +146.0% $463.19 +7.3%
120 B BARRICK MNG CORP Basic Materials 2,724,119.0 $111.1M 0.12% +2.6M +2239.3% $40.79 -0.5%
Page 6 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%