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Nebula Research & Development

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
Cap. Flow
+$15.3M
Cap. Flow %
1.3%
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
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 Held Since
META icon
26
Meta Platforms (Facebook)
META
$1.6T
$4.67M 0.4%
6,329
-2,101
-25% -$1.3M
2024 Q3
3 quarters
ALK icon
27
Alaska Air
ALK
$3.99B
$4.67M 0.4%
94,346
-3,848
-4% -$187K
2025 Q1
1 quarter
QSR icon
28
Restaurant Brands International
QSR
$25.2B
$4.63M 0.39%
+69,833
New +$4.66M
2025 Q2
0 quarters
ACN icon
29
Accenture
ACN
$158B
$4.63M 0.39%
15,476
+8,680
+128% +$2.64M
2024 Q3
3 quarters
WYNN icon
30
Wynn Resorts
WYNN
$7.69B
$4.45M 0.38%
47,481
+2,601
+6% +$221K
2024 Q1
5 quarters
CHH icon
31
Choice Hotels
CHH
$5B
$4.43M 0.38%
34,952
+5,828
+20% +$736K
2025 Q1
1 quarter
AOS icon
32
A.O. Smith
AOS
$8.47B
$4.43M 0.38%
67,510
+62,771
+1,325% +$4.11M
2024 Q3
3 quarters
CRM icon
33
Salesforce
CRM
$189B
$4.36M 0.37%
15,998
-2,110
-12% -$564K
2024 Q4
2 quarters
CI icon
34
Cigna
CI
$78.8B
$4.34M 0.37%
13,123
+1,177
+10% +$379K
2025 Q1
1 quarter
SEIC icon
35
SEI Investments
SEIC
$12.3B
$4.31M 0.37%
47,985
+30,630
+176% +$2.47M
2024 Q2
4 quarters
LKQ icon
36
LKQ Corp
LKQ
$4.68B
$4.27M 0.36%
+115,491
New +$4.61M
2025 Q2
0 quarters
DIS icon
37
Walt Disney
DIS
$192B
$4.23M 0.36%
34,102
-15,000
-31% -$1.56M
2024 Q2
4 quarters
F icon
38
Ford
F
$48.9B
$4.21M 0.36%
+388,399
New +$3.96M
2025 Q2
0 quarters
LIN icon
39
Linde
LIN
$236B
$4.13M 0.35%
8,799
+4,665
+113% +$2.13M
2024 Q3
3 quarters
BDX icon
40
Becton Dickinson
BDX
$53.9B
$4.1M 0.35%
+23,802
New +$4.36M
2025 Q2
0 quarters
RBLX icon
41
Roblox
RBLX
$30.8B
$4.1M 0.35%
38,969
-42,010
-52% -$3.3M
2024 Q2
4 quarters
TEM icon
42
Tempus AI
TEM
$13.2B
$4.04M 0.34%
63,639
+8,761
+16% +$502K
2024 Q4
2 quarters
V icon
43
Visa
V
$773B
$4.02M 0.34%
11,314
-784
-6% -$273K
2024 Q3
3 quarters
TTAN icon
44
ServiceTitan Inc
TTAN
$8.13B
$3.99M 0.34%
+37,266
New +$4.17M
2025 Q2
0 quarters
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.44T
$3.97M 0.34%
22,535
+182
+0.8% +$29.8K
2025 Q1
1 quarter
NDAQ icon
46
Nasdaq
NDAQ
$59.4B
$3.96M 0.34%
44,315
+35,642
+411% +$2.85M
2025 Q1
1 quarter
PLNT icon
47
Planet Fitness
PLNT
$4.03B
$3.95M 0.34%
36,204
+23,202
+178% +$2.32M
2025 Q1
1 quarter
FHI icon
48
Federated Hermes
FHI
$4.37B
$3.94M 0.34%
88,828
+13,922
+19% +$573K
2023 Q2
8 quarters
HD icon
49
Home Depot
HD
$328B
$3.94M 0.34%
+10,737
New +$3.89M
2025 Q2
0 quarters
UPST icon
50
Upstart Holdings
UPST
$2.24B
$3.93M 0.33%
60,689
+51,749
+579% +$2.54M
2024 Q3
3 quarters
1
2
3 4 5

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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.