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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 | |
|---|---|---|---|---|---|---|---|
326
RPM International
RPM
$13.1B
| $1.24M | 0.11% |
+11,285
| New | +$1.24M |
2025 Q2
0 quarters
|
|
327
AptarGroup
ATR
$8.7B
| $1.24M | 0.11% |
7,909
+5,194
| +191% | +$784K |
2023 Q3
7 quarters
|
|
328
Acadia Realty Trust
AKR
$2.61B
| $1.24M | 0.11% |
66,593
+21,294
| +47% | +$412K |
2025 Q1
1 quarter
|
|
329
Applied Industrial Technologies
AIT
$10.7B
| $1.24M | 0.11% |
+5,317
| New | +$1.21M |
2025 Q2
0 quarters
|
|
330
First Industrial Realty Trust
FR
$7.21B
| $1.23M | 0.1% |
25,527
-15,054
| -37% | -$734K |
2023 Q3
7 quarters
|
|
331
Principal Financial Group
PFG
$23.7B
| $1.22M | 0.1% |
15,414
-7,329
| -32% | -$563K |
2025 Q1
1 quarter
|
|
332
CRISPR Therapeutics
CRSP
$4.97B
| $1.22M | 0.1% |
25,148
+7,469
| +42% | +$289K |
2025 Q1
1 quarter
|
|
333
DELISTED
WNS Holdings
WNS
| $1.21M | 0.1% |
+19,193
| New | +$1.15M |
2025 Q2
0 quarters
|
|
334
Keros Therapeutics
KROS
$225M
| $1.21M | 0.1% |
90,406
-25,014
| -22% | -$338K |
2024 Q2
4 quarters
|
|
335
Jack in the Box
JACK
$250M
| $1.21M | 0.1% |
69,033
+26,243
| +61% | +$590K |
2024 Q2
4 quarters
|
|
336
NETGEAR
NTGR
$640M
| $1.2M | 0.1% |
41,421
+32,011
| +340% | +$860K |
2025 Q1
1 quarter
|
|
337
Dauch Corp
DCH
$1.14B
| $1.2M | 0.1% |
294,364
+39,647
| +16% | +$160K |
2024 Q1
5 quarters
|
|
338
Wayfair
W
$15.9B
| $1.2M | 0.1% |
23,400
-7,134
| -23% | -$266K |
2023 Q4
6 quarters
|
|
339
Zeta Global
ZETA
$7.82B
| $1.19M | 0.1% |
76,740
-14,909
| -16% | -$198K |
2024 Q4
2 quarters
|
|
340
Arbor Realty Trust
ABR
$394M
| $1.18M | 0.1% |
110,438
-3,005
| -3% | -$31.6K |
2023 Q4
6 quarters
|
|
341
Invesco
IVZ
$12.2B
| $1.18M | 0.1% |
74,813
+28,803
| +63% | +$414K |
2025 Q1
1 quarter
|
|
342
New Fortress Energy
NFE
$28.1M
| $1.18M | 0.1% |
7,097
+4,524
| +176% | +$983K |
2025 Q1
1 quarter
|
|
343
Acushnet Holdings
GOLF
$4.98B
| $1.18M | 0.1% |
+16,157
| New | +$1.09M |
2025 Q2
0 quarters
|
|
344
Veracyte
VCYT
$4.02B
| $1.17M | 0.1% |
43,451
-4,736
| -10% | -$137K |
2024 Q3
3 quarters
|
|
345
Axcelis
ACLS
$3.09B
| $1.17M | 0.1% |
16,839
-2,928
| -15% | -$167K |
2024 Q4
2 quarters
|
|
346
WD-40
WDFC
$2.95B
| $1.17M | 0.1% |
5,141
+2,814
| +121% | +$662K |
2024 Q4
2 quarters
|
|
347
Voya Financial
VOYA
$8.91B
| $1.17M | 0.1% |
16,507
-7,256
| -31% | -$466K |
2025 Q1
1 quarter
|
|
348
Kinder Morgan
KMI
$75.5B
| $1.17M | 0.1% |
+39,714
| New | +$1.09M |
2025 Q2
0 quarters
|
|
349
Qualcomm
QCOM
$176B
| $1.16M | 0.1% |
7,256
-23,180
| -76% | -$3.41M |
2024 Q4
2 quarters
|
|
350
Acadia Pharmaceuticals
ACAD
$3.55B
| $1.16M | 0.1% |
53,571
+10,473
| +24% | +$195K |
2024 Q1
5 quarters
|
|
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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.