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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
+0.96%
1 Year Est. Return
+15.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$852M
AUM Growth
+$15.9M
Cap. Flow
+$41M
Cap. Flow %
4.81%
Top 10 Hldgs %
4.52%
Holding
1,168
New
267
Increased
296
Reduced
307
Closed
298

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$4.45M
2
ADBE icon
Adobe
ADBE
+$4.28M
3
PINS icon
Pinterest
PINS
+$4.16M
4
QCOM icon
Qualcomm
QCOM
+$4.09M
5
GNRC icon
Generac Holdings
GNRC
+$4.05M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$3.77M
2
ADSK icon
Autodesk
ADSK
+$3.76M
3
TPR icon
Tapestry
TPR
+$3.75M
4
TEAM icon
Atlassian
TEAM
+$3.74M
5
LRN icon
Stride
LRN
+$3.74M

Sector Composition

Rank Sector Weight
1 Technology 18.53%
2 Consumer Discretionary 16.94%
3 Industrials 15.19%
4 Healthcare 13.02%
5 Financials 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPBD icon
426
Upbound Group
UPBD
$1.23B
$698K 0.08%
23,913
+3,553
+17% +$110K
CLBT icon
427
Cellebrite
CLBT
$3.65B
$697K 0.08%
+31,645
New +$609K
WLY icon
428
John Wiley & Sons Class A
WLY
$2.64B
$697K 0.08%
15,942
-7,410
-32% -$364K
INGR icon
429
Ingredion
INGR
$6.52B
$695K 0.08%
5,055
+3,154
+166% +$444K
KFY icon
430
Korn Ferry
KFY
$4.22B
$694K 0.08%
10,295
-264
-3% -$19.2K
WT icon
431
WisdomTree
WT
$2.93B
$693K 0.08%
65,993
+50,713
+332% +$549K
RC
432
Ready Capital
RC
$265M
$693K 0.08%
101,600
-7,257
-7% -$52.2K
CTO
433
CTO Realty Growth
CTO
$747M
$692K 0.08%
35,130
+3,138
+10% +$61.7K
NTB icon
434
Bank of N.T. Butterfield & Son
NTB
$2.36B
$692K 0.08%
18,935
-2,724
-13% -$102K
MAT icon
435
Mattel
MAT
$4.42B
$688K 0.08%
+38,789
New +$733K
OSG
436
Octave Specialty Group
OSG
$261M
$685K 0.08%
54,177
-21,031
-28% -$254K
KVYO icon
437
Klaviyo
KVYO
$5.47B
$681K 0.08%
16,508
+2,284
+16% +$87.2K
AGRO icon
438
Adecoagro
AGRO
$1.44B
$677K 0.08%
71,821
-42,023
-37% -$459K
BPMC
439
DELISTED
Blueprint Medicines
BPMC
$677K 0.08%
7,759
+1,230
+19% +$113K
GFF icon
440
Griffon
GFF
$4.36B
$673K 0.08%
9,443
-9,553
-50% -$693K
RUN icon
441
Sunrun
RUN
$2.25B
$670K 0.08%
72,462
+13,160
+22% +$163K
IDT icon
442
IDT Corp
IDT
$1.68B
$669K 0.08%
14,087
+3,617
+35% +$173K
LZ icon
443
LegalZoom.com
LZ
$1.36B
$669K 0.08%
89,047
-42,979
-33% -$324K
CNQ icon
444
Canadian Natural Resources
CNQ
$93.5B
$668K 0.08%
21,643
-9,672
-31% -$326K
VRNS icon
445
Varonis Systems
VRNS
$5.29B
$667K 0.08%
15,018
+6,826
+83% +$355K
ANIP icon
446
ANI Pharmaceuticals
ANIP
$1.82B
$666K 0.08%
12,056
-788
-6% -$45.2K
CVCO icon
447
Cavco Industries
CVCO
$4.55B
$666K 0.08%
1,493
+185
+14% +$85K
MRTN icon
448
Marten Transport
MRTN
$1.25B
$662K 0.08%
42,417
+13,744
+48% +$229K
LNN icon
449
Lindsay Corp
LNN
$1.18B
$661K 0.08%
5,586
+2,380
+74% +$296K
FNF icon
450
Fidelity National Financial
FNF
$14.3B
$661K 0.08%
+11,766
New +$709K
16 17
18
19 20

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GIM
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CCM
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HIP
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Nebula Research & Development's Q4 2024 Portfolio in Review

As of Q4 2024, Nebula Research & Development held 1,168 positions worth $852M, up 1.9% from $836M the previous quarter. Its ten largest holdings account for 4.5% of the portfolio.

Nebula Research & Development deployed $41M of net new capital in Q4 2024, opening 267 new positions and adding to 296 existing holdings. Its largest new stake was Seagate: 44,207 shares worth $3.82M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Waste Connections, an estimated $3.11M trimmed.

  • Nebula Research & Development's largest Q4 2024 buy was Seagate: 44,207 shares worth $3.82M.
  • Nebula Research & Development added most to Watsco Inc in Q4 2024, an estimated $3.82M increase.
  • Nebula Research & Development's biggest Q4 2024 reduction was Waste Connections, cutting an estimated $3.11M.
  • Nebula Research & Development fully exited Micron Technology in Q4 2024, selling an estimated $3.77M.
  • Nebula Research & Development's ten largest holdings make up 4.5% of its $852M portfolio in Q4 2024.
  • Nebula Research & Development opened 267 new positions and closed 298 in Q4 2024.
  • Nebula Research & Development's portfolio value rose 1.9% quarter-over-quarter to $852M.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.