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NRD

Nebula Research & Development Portfolio holdings

AUM $1.17B
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
Cap. Flow
+$15.3M
Cap. Flow %
1.3%
Top 10 Hldgs %
4.44%
Holding
1,192
New
267
Increased
346
Reduced
321
Closed
257

Top Buys

Rank Stock Value
1
LRN icon
Stride
LRN
+$5.17M
2
FDX icon
FedEx
FDX
+$4.67M
3
QSR icon
Restaurant Brands International
QSR
+$4.66M
4
LKQ icon
LKQ Corp
LKQ
+$4.61M
5
AAL icon
American Airlines Group
AAL
+$4.59M

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$4.82M
2
ICE icon
Intercontinental Exchange
ICE
+$4.65M
3
AZO icon
AutoZone
AZO
+$4.56M
4
GDDY icon
GoDaddy
GDDY
+$4.45M
5
A icon
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
AN icon
226
AutoNation
AN
$6.73B
$1.74M 0.15%
+8,778
New +$1.58M
CAH icon
227
Cardinal Health
CAH
$54.2B
$1.74M 0.15%
10,334
+2,646
+34% +$393K
BGC icon
228
BGC Group
BGC
$5.72B
$1.73M 0.15%
169,341
+82,360
+95% +$756K
DTE icon
229
DTE Energy
DTE
$27.2B
$1.73M 0.15%
+13,043
New +$1.75M
VLTO icon
230
Veralto
VLTO
$23.3B
$1.72M 0.15%
17,020
-32,585
-66% -$3.14M
CPNG icon
231
Coupang
CPNG
$26.8B
$1.71M 0.15%
57,180
-29,552
-34% -$757K
SEM
232
DELISTED
Select Medical
SEM
$1.71M 0.15%
+112,364
New +$1.75M
MET icon
233
MetLife
MET
$61.8B
$1.68M 0.14%
+20,939
New +$1.62M
SRPT icon
234
Sarepta Therapeutics
SRPT
$2.17B
$1.68M 0.14%
+98,075
New +$4.18M
SNAP icon
235
Snap
SNAP
$9.96B
$1.67M 0.14%
+192,706
New +$1.6M
HLI icon
236
Houlihan Lokey
HLI
$9.6B
$1.67M 0.14%
9,273
+5,001
+117% +$840K
RAMP icon
237
LiveRamp
RAMP
$2.29B
$1.65M 0.14%
50,011
-9,616
-16% -$279K
EG icon
238
Everest Group
EG
$14.5B
$1.65M 0.14%
4,858
+2,897
+148% +$999K
QLYS icon
239
Qualys
QLYS
$6B
$1.65M 0.14%
11,547
-3,259
-22% -$431K
EL icon
240
Estee Lauder
EL
$35.2B
$1.64M 0.14%
20,329
-25,874
-56% -$1.66M
CCJ icon
241
Cameco
CCJ
$40.1B
$1.63M 0.14%
21,931
-6,890
-24% -$368K
POWI icon
242
Power Integrations
POWI
$2.71B
$1.62M 0.14%
29,037
+6,322
+28% +$324K
ROCK icon
243
Gibraltar Industries
ROCK
$1.32B
$1.62M 0.14%
27,511
+2,044
+8% +$117K
PCVX icon
244
Vaxcyte
PCVX
$8.71B
$1.62M 0.14%
49,873
+1,113
+2% +$36.5K
VIK icon
245
Viking Holdings
VIK
$38B
$1.61M 0.14%
30,257
+22,188
+275% +$979K
JOBY icon
246
Joby Aviation
JOBY
$6.17B
$1.61M 0.14%
152,190
-2,605
-2% -$18.9K
LCID icon
247
Lucid Motors
LCID
$1.62B
$1.6M 0.14%
75,758
-21,314
-22% -$510K
DGX icon
248
Quest Diagnostics
DGX
$27B
$1.59M 0.14%
+8,853
New +$1.54M
DOCS icon
249
Doximity
DOCS
$4.67B
$1.58M 0.13%
25,779
-10,720
-29% -$598K
HUM icon
250
Humana
HUM
$47.7B
$1.57M 0.13%
6,438
-10,627
-62% -$2.65M
8 9
10
11 12

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CCM
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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.