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Nebula Research & Development Portfolio holdings
AUM
$1.17B
Turnover
43.96%
1-Year Est. Return
15.19%
This Fund
S&P 500
This Quarter Est. Return
+11.43%
1 Year Est. Return
+15.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$92.8M
(+8.6%)
Cap. Flow
+$15.3M
Cap. Flow % of AUM
Cap. Flow %
1.3%
Top 10 Holdings %
Top 10 Hldgs %
4.44%
Holding
1,192
New
267
Increased
346
Reduced
321
Closed
257
Avg Time Held
0.5
years
Top 10 Avg Time Held
0.1
years
Top 20 Avg Time Held
0.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Stride
LRN
|
+$5.17M |
| 2 |
FedEx
FDX
|
+$4.67M |
| 3 |
Restaurant Brands International
QSR
|
+$4.66M |
| 4 |
LKQ Corp
LKQ
|
+$4.61M |
| 5 |
American Airlines Group
AAL
|
+$4.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$4.82M |
| 2 |
Intercontinental Exchange
ICE
|
+$4.65M |
| 3 |
AutoZone
AZO
|
+$4.56M |
| 4 |
GoDaddy
GDDY
|
+$4.45M |
| 5 |
Agilent Technologies
A
|
+$4.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.31% |
| 2 | Industrials | 15.93% |
| 3 | Consumer Discretionary | 15.09% |
| 4 | Healthcare | 11.66% |
| 5 | Financials | 11.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Allstate
ALL
$65.7B
| $5.24M | 0.45% |
26,018
+18,123
| +230% | +$3.62M |
2024 Q3
3 quarters
|
|
2
Walmart Inc
WMT
$980B
| $5.23M | 0.45% |
53,518
+7,420
| +16% | +$707K |
2023 Q3
7 quarters
|
|
3
Warby Parker
WRBY
$3.04B
| $5.23M | 0.45% |
238,412
+150,805
| +172% | +$2.79M |
2023 Q4
6 quarters
|
|
4
HubSpot
HUBS
$11.7B
| $5.23M | 0.44% |
9,389
+3,829
| +69% | +$2.24M |
2024 Q4
2 quarters
|
|
5
Logitech
LOGI
$13.5B
| $5.23M | 0.44% |
57,972
+674
| +1% | +$54.7K |
2024 Q4
2 quarters
|
|
6
Chipotle Mexican Grill
CMG
$40.3B
| $5.22M | 0.44% |
92,980
-3,636
| -4% | -$185K |
2024 Q2
4 quarters
|
|
7
W.W. Grainger
GWW
$64B
| $5.22M | 0.44% |
5,018
+120
| +2% | +$125K |
2025 Q1
1 quarter
|
|
8
Amazon
AMZN
$2.6T
| $5.21M | 0.44% |
23,766
+2,237
| +10% | +$443K |
2024 Q2
4 quarters
|
|
9
Microsoft
MSFT
$3.88T
| $5.21M | 0.44% |
10,465
-2,497
| -19% | -$1.08M |
2024 Q3
3 quarters
|
|
10
Otis Worldwide
OTIS
$28.8B
| $5.19M | 0.44% |
52,423
+37,334
| +247% | +$3.6M |
2025 Q1
1 quarter
|
|
|
11
Stride
LRN
$3.29B
| $5.19M | 0.44% |
+35,744
| New | +$5.17M |
2025 Q2
0 quarters
|
|
12
NVIDIA
NVDA
$4.94T
| $5.17M | 0.44% |
32,707
+11,278
| +53% | +$1.42M |
2024 Q1
5 quarters
|
|
13
Jefferies Financial Group
JEF
$10.6B
| $5.05M | 0.43% |
92,285
+32,925
| +55% | +$1.63M |
2025 Q1
1 quarter
|
|
14
Camping World
CWH
$319M
| $5M | 0.43% |
290,739
+147,720
| +103% | +$2.3M |
2024 Q4
2 quarters
|
|
15
Shopify
SHOP
$203B
| $4.98M | 0.42% |
43,143
+18,950
| +78% | +$1.9M |
2024 Q4
2 quarters
|
|
16
Argan
AGX
$4.83B
| $4.96M | 0.42% |
22,517
+9,155
| +69% | +$1.65M |
2023 Q4
6 quarters
|
|
17
Pinterest
PINS
$11.1B
| $4.96M | 0.42% |
138,299
-5,010
| -3% | -$152K |
2024 Q4
2 quarters
|
|
18
Urban Outfitters
URBN
$7.77B
| $4.95M | 0.42% |
68,218
-22,123
| -24% | -$1.33M |
2025 Q1
1 quarter
|
|
19
Sprouts Farmers Market
SFM
$4.58B
| $4.88M | 0.42% |
29,626
+5,307
| +22% | +$867K |
2023 Q4
6 quarters
|
|
|
20
FedEx
FDX
$73.4B
| $4.84M | 0.41% |
+21,311
| New | +$4.67M |
2025 Q2
0 quarters
|
|
21
NRG Energy
NRG
$20.2B
| $4.82M | 0.41% |
+30,002
| New | +$3.95M |
2025 Q2
0 quarters
|
|
22
Birkenstock
BIRK
$5.52B
| $4.81M | 0.41% |
97,846
+35,670
| +57% | +$1.83M |
2024 Q4
2 quarters
|
|
|
23
American Airlines Group
AAL
$8.35B
| $4.81M | 0.41% |
+428,752
| New | +$4.59M |
2025 Q2
0 quarters
|
|
24
Mueller Industries
MLI
$11.9B
| $4.79M | 0.41% |
120,456
+56,760
| +89% | +$2.14M |
2024 Q2
4 quarters
|
|
25
Roku
ROKU
$23B
| $4.71M | 0.4% |
53,632
+44,734
| +503% | +$3.13M |
2025 Q1
1 quarter
|
|
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Nebula Research & Development's Q2 2025 Portfolio in Review
As of Q2 2025, Nebula Research & Development held 1,192 positions worth $1.17B, up 8.6% from $1.08B the previous quarter. Its ten largest holdings account for 4.4% of the portfolio.
Nebula Research & Development's Q2 2025 filing shows 267 new, 346 increased, 321 reduced and 257 closed positions. Its largest new stake was Stride: 35,744 shares worth $5.19M. The largest sale was United Parcel Service, an estimated $4.82M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Industrials and Consumer Discretionary.
- Nebula Research & Development's largest Q2 2025 buy was Stride: 35,744 shares worth $5.19M.
- Nebula Research & Development added most to A.O. Smith in Q2 2025, an estimated $4.11M increase.
- Nebula Research & Development's biggest Q2 2025 reduction was Agilent Technologies, cutting an estimated $4.12M.
- Nebula Research & Development fully exited United Parcel Service in Q2 2025, selling an estimated $4.82M.
- Nebula Research & Development's ten largest holdings make up 4.4% of its $1.17B portfolio in Q2 2025.
- Nebula Research & Development opened 267 new positions and closed 257 in Q2 2025.
- Nebula Research & Development's portfolio value rose 8.6% quarter-over-quarter to $1.17B.
Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.