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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
BAH icon
426
Booz Allen Hamilton
BAH
$9.7B
$934K 0.08%
8,969
+1,181
+15% +$132K
NOW icon
427
ServiceNow
NOW
$148B
$931K 0.08%
4,530
+3,045
+205% +$574K
DLB icon
428
Dolby
DLB
$5.66B
$930K 0.08%
12,528
-5,933
-32% -$444K
LNC icon
429
Lincoln National
LNC
$8.32B
$929K 0.08%
+26,856
New +$878K
HLNE icon
430
Hamilton Lane
HLNE
$5.16B
$929K 0.08%
+6,534
New +$985K
IDA icon
431
Idacorp
IDA
$7.68B
$927K 0.08%
+8,028
New +$930K
ALGN icon
432
Align Technology
ALGN
$10.6B
$926K 0.08%
4,891
-1,820
-27% -$322K
NVAX icon
433
Novavax
NVAX
$1.54B
$923K 0.08%
+146,528
New +$970K
NTB icon
434
Bank of N.T. Butterfield & Son
NTB
$2.35B
$913K 0.08%
20,615
+20
+0.1% +$819
CSTL icon
435
Castle Biosciences
CSTL
$1.08B
$908K 0.08%
44,472
+6,855
+18% +$127K
CXM icon
436
Sprinklr
CXM
$1.34B
$898K 0.08%
106,138
+43,788
+70% +$351K
CYBR
437
DELISTED
CyberArk
CYBR
$896K 0.08%
2,203
-1,527
-41% -$557K
LZB icon
438
La-Z-Boy
LZB
$1.22B
$893K 0.08%
24,018
-5,725
-19% -$229K
DVA icon
439
DaVita
DVA
$12.1B
$892K 0.08%
+6,265
New +$888K
MAA icon
440
Mid-America Apartment Communities
MAA
$14.5B
$889K 0.08%
+6,007
New +$937K
ALLE icon
441
Allegion
ALLE
$13.1B
$886K 0.08%
+6,147
New +$840K
GEV icon
442
GE Vernova
GEV
$234B
$886K 0.08%
1,674
+323
+24% +$134K
TEAM icon
443
Atlassian
TEAM
$48.3B
$885K 0.08%
+4,359
New +$908K
UFPT icon
444
UFP Technologies
UFPT
$2.14B
$883K 0.08%
3,615
+1,932
+115% +$435K
CRDO icon
445
Credo Technology Group
CRDO
$28.3B
$881K 0.08%
9,518
-29,267
-75% -$1.71M
RUN icon
446
Sunrun
RUN
$2.02B
$879K 0.07%
+107,505
New +$845K
BRC icon
447
Brady Corp
BRC
$4B
$875K 0.07%
12,870
+4,146
+48% +$289K
MOH icon
448
Molina Healthcare
MOH
$10.9B
$873K 0.07%
+2,929
New +$920K
SMG icon
449
ScottsMiracle-Gro
SMG
$3.29B
$869K 0.07%
+13,178
New +$762K
FAF icon
450
First American
FAF
$7.43B
$868K 0.07%
14,133
+2,941
+26% +$175K
16 17
18
19 20

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GIM
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CCM
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PP
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FC
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HIP
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SC
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BWA
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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.