Orion Investment Co
•CIK: 2033920•Filing: Q4 2025
**Orion Investment Co.** manages $328M across a diversified portfolio of 68 positions. The fund exhibits significant concentration in technology and industrials, highlighted by a $51.0M allocation to Microsoft (MSFT). Key holdings also include substantial positions in Palantir ($23.9M), Regeneron ($23.8M), and Qualcomm ($20.6M). This structure suggests a focused, high-conviction approach targeting growth leaders across multiple sectors.
Total AUM
$328.2M
QoQ Performance
+4.3%
Positions
68
Top 10 Concentration
58.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
PLTR
REGN
QCOM
ISI
MSFT15.6%
PLTR7.3%
REGN7.2%
QCOM6.3%
ISI5.4%
IONQ3.8%
PH3.7%
CMI3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.3%
Technology25.9%
Healthcare4.5%
Energy3.1%
Utilities2.7%
ETF1.1%
Consumer0.7%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑28 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024