We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
401
Compass Minerals
CMP
$979M
| $993K | 0.08% |
49,433
-35,096
| -42% | -$567K |
2024 Q2
4 quarters
|
|
402
CME Group
CME
$109B
| $992K | 0.08% |
+3,599
| New | +$979K |
2025 Q2
0 quarters
|
|
403
Peloton Interactive
PTON
$2.25B
| $988K | 0.08% |
142,433
-37,046
| -21% | -$241K |
2025 Q1
1 quarter
|
|
404
Tronox
TROX
$575M
| $986K | 0.08% |
194,558
+117,840
| +154% | +$642K |
2024 Q2
4 quarters
|
|
405
AMERISAFE
AMSF
$388M
| $986K | 0.08% |
22,540
+12,916
| +134% | +$609K |
2024 Q2
4 quarters
|
|
406
Amneal Pharmaceuticals
AMRX
$7.49B
| $984K | 0.08% |
121,599
+65,236
| +116% | +$492K |
2024 Q4
2 quarters
|
|
407
Del Monte Corp
DMC
$1.29B
| $981K | 0.08% |
30,267
-11,478
| -27% | -$378K |
2023 Q4
6 quarters
|
|
408
Yelp
YELP
$1.04B
| $980K | 0.08% |
+28,596
| New | +$1.03M |
2025 Q2
0 quarters
|
|
409
Roper Technologies
ROP
$46.1B
| $977K | 0.08% |
+1,724
| New | +$974K |
2025 Q2
0 quarters
|
|
410
Ally Financial
ALLY
$11.6B
| $976K | 0.08% |
25,058
-1,376
| -5% | -$47.7K |
2024 Q4
2 quarters
|
|
411
United Therapeutics
UTHR
$25.7B
| $964K | 0.08% |
3,356
+645
| +24% | +$193K |
2024 Q4
2 quarters
|
|
412
Virtus Investment Partners
VRTS
$783M
| $963K | 0.08% |
5,306
-1,835
| -26% | -$305K |
2024 Q2
4 quarters
|
|
413
Cable One
CABO
$31M
| $960K | 0.08% |
7,066
-2,318
| -25% | -$435K |
2024 Q3
3 quarters
|
|
414
Artisan Partners
APAM
$2.6B
| $958K | 0.08% |
+21,609
| New | +$864K |
2025 Q2
0 quarters
|
|
415
Duke Energy
DUK
$99.3B
| $954K | 0.08% |
+8,082
| New | +$954K |
2025 Q2
0 quarters
|
|
416
Cabot Corp
CBT
$3.84B
| $954K | 0.08% |
12,714
-9,487
| -43% | -$726K |
2024 Q2
4 quarters
|
|
417
Canadian Pacific Kansas City
CP
$78B
| $953K | 0.08% |
12,028
+411
| +4% | +$31.6K |
2025 Q1
1 quarter
|
|
418
Everpure Inc
P
$42.3B
| $949K | 0.08% |
+16,482
| New | +$820K |
2025 Q2
0 quarters
|
|
419
Sportradar
SRAD
$3.56B
| $949K | 0.08% |
33,779
-12,414
| -27% | -$295K |
2023 Q1
9 quarters
|
|
420
PC Connection
CNXN
$2.19B
| $946K | 0.08% |
14,388
+5,667
| +65% | +$366K |
2024 Q1
5 quarters
|
|
421
Atlanta Braves Holdings Series B
BATRK
$3.24B
| $944K | 0.08% |
20,186
-12,988
| -39% | -$531K |
2023 Q3
7 quarters
|
|
422
Colliers International
CIGI
$4.94B
| $942K | 0.08% |
7,219
-977
| -12% | -$119K |
2024 Q4
2 quarters
|
|
423
Colgate-Palmolive
CL
$75.7B
| $939K | 0.08% |
10,326
+6,437
| +166% | +$588K |
2024 Q3
3 quarters
|
|
424
QuantumScape Corp
QS
$2.51B
| $938K | 0.08% |
139,562
+33,464
| +32% | +$141K |
2024 Q4
2 quarters
|
|
425
Allison Transmission
ALSN
$8.92B
| $934K | 0.08% |
9,836
+851
| +9% | +$82.2K |
2025 Q1
1 quarter
|
|
Similar funds
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.