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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 5 of 174  ·  3,479 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RKT ROCKET COS INC Financial Services 15,543,677.0 $221.5M 0.25% +4.0M +35.1% $14.25 +0.2%
82 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 651,778.0 $220.3M 0.24% +464K +247.8% $337.95 +23.6%
83 LQD PUT ISHARES TR 2,000,000.0 $218.0M 0.24% -1.0M -33.3% $108.99 -1.0%
84 PEP PEPSICO INC Consumer Defensive 1,384,250.0 $215.0M 0.24% +409K +42.0% $155.29 -4.3%
85 CAH CARDINAL HEALTH INC Healthcare 1,012,309.0 $213.9M 0.24% -35K -3.3% $211.31 -7.6%
86 TEL TE CONNECTIVITY PLC Technology 1,022,880.0 $213.8M 0.24% +124K +13.8% $209.02 -1.1%
87 META PUT META PLATFORMS INC Communication Services 369,800.0 $211.6M 0.23% -196K -34.7% $572.13 +8.1%
88 META CALL META PLATFORMS INC Communication Services 369,700.0 $211.5M 0.23% -33K -8.2% $572.13 +8.1%
89 WEC WEC ENERGY GROUP INC Utilities 1,811,556.0 $209.7M 0.23% +825K +83.6% $115.77 -3.6%
90 UNH CALL UNITEDHEALTH GROUP INC Healthcare 769,900.0 $208.3M 0.23% -206K -21.1% $270.59 +47.5%
91 AMZN PUT AMAZON COM INC Consumer Cyclical 991,500.0 $206.5M 0.23% -382K -27.8% $208.27 +26.8%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 2,421,293.0 $206.4M 0.23% +2.1M +646.7% $85.23 +3.4%
93 ADI ANALOG DEVICES INC Technology 648,574.0 $206.3M 0.23% NEW $318.14 +31.2%
94 IWM PUT ISHARES TR 800,000.0 $198.4M 0.22% NEW $248.00 +11.9%
95 EQT EQT CORP Energy 3,113,167.0 $198.1M 0.22% +1.5M +89.6% $63.64 -11.1%
96 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,203,665.0 $194.3M 0.22% +773K +31.8% $60.65 -6.0%
97 LUV SOUTHWEST AIRLS CO Industrials 5,159,735.0 $193.9M 0.22% NEW $37.57 +4.7%
98 VEEV VEEVA SYS INC Healthcare 1,103,257.0 $193.8M 0.22% -128K -10.4% $175.66 -11.0%
99 KEYS KEYSIGHT TECHNOLOGIES INC Technology 683,038.0 $192.9M 0.21% +28K +4.3% $282.37 +28.0%
100 CTAS CINTAS CORP Industrials 1,138,046.0 $192.5M 0.21% -417K -26.8% $169.14 -1.9%
Page 5 of 174  ·  3,479 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%