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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 | |
|---|---|---|---|---|---|---|---|
501
Invesco Mortgage Capital
IVR
$579M
| $766K | 0.07% |
97,683
+11,223
| +13% | +$82.7K |
2024 Q4
2 quarters
|
|
502
Octave Specialty Group
OSG
$227M
| $761K | 0.06% |
107,124
+34,022
| +47% | +$253K |
2024 Q2
4 quarters
|
|
503
Manhattan Associates
MANH
$14.4B
| $760K | 0.06% |
3,847
-1,405
| -27% | -$255K |
2024 Q4
2 quarters
|
|
504
Fulgent Genetics
FLGT
$567M
| $753K | 0.06% |
37,902
+2,550
| +7% | +$49.7K |
2024 Q4
2 quarters
|
|
505
Cushman & Wakefield Ltd
CWK
$3.12B
| $752K | 0.06% |
67,968
+23,344
| +52% | +$229K |
2024 Q3
3 quarters
|
|
506
Eli Lilly
LLY
$1.26T
| $749K | 0.06% |
+961
| New | +$747K |
2025 Q2
0 quarters
|
|
|
PLYM
507
DELISTED
Plymouth Industrial REIT
PLYM
| $747K | 0.06% |
46,513
+9,602
| +26% | +$150K |
2024 Q2
4 quarters
|
|
508
CSX Corp
CSX
$96.3B
| $739K | 0.06% |
22,638
+15,570
| +220% | +$469K |
2025 Q1
1 quarter
|
|
509
VeriSign
VRSN
$27.6B
| $738K | 0.06% |
2,557
-1,144
| -31% | -$310K |
2023 Q1
9 quarters
|
|
510
Chimera Investment
CIM
$695M
| $737K | 0.06% |
53,135
+17,593
| +49% | +$225K |
2025 Q1
1 quarter
|
|
511
Merit Medical Systems
MMSI
$5.15B
| $737K | 0.06% |
7,882
-14,803
| -65% | -$1.4M |
2024 Q3
3 quarters
|
|
512
Organon & Co
OGN
$3.63B
| $733K | 0.06% |
75,774
+40,952
| +118% | +$422K |
2025 Q1
1 quarter
|
|
513
Keysight
KEYS
$52.3B
| $732K | 0.06% |
4,469
-20,219
| -82% | -$3.08M |
2024 Q2
4 quarters
|
|
514
Ovintiv
OVV
$20.1B
| $731K | 0.06% |
+19,201
| New | +$705K |
2025 Q2
0 quarters
|
|
515
Lattice Semiconductor
LSCC
$13.2B
| $728K | 0.06% |
14,866
+7,207
| +94% | +$345K |
2024 Q2
4 quarters
|
|
516
Medical Properties Trust
MPT
$1.34B
| $727K | 0.06% |
168,677
+50,282
| +42% | +$249K |
2025 Q1
1 quarter
|
|
517
SoundHound AI
SOUN
$1.87B
| $722K | 0.06% |
67,263
+5,948
| +10% | +$56K |
2024 Q3
3 quarters
|
|
518
Apollo Global Management
APO
$68.4B
| $722K | 0.06% |
+5,087
| New | +$675K |
2025 Q2
0 quarters
|
|
519
O-I Glass
OI
$788M
| $718K | 0.06% |
48,720
-13,006
| -21% | -$166K |
2024 Q2
4 quarters
|
|
520
Fox Class A
FOXA
$26.7B
| $718K | 0.06% |
12,814
-17,019
| -57% | -$898K |
2024 Q4
2 quarters
|
|
521
Clearwater Paper
CLW
$214M
| $711K | 0.06% |
26,106
-6,752
| -21% | -$182K |
2024 Q3
3 quarters
|
|
522
Pan American Silver
PAAS
$15.7B
| $710K | 0.06% |
24,996
-4,968
| -17% | -$129K |
2024 Q3
3 quarters
|
|
523
Tradeweb Markets
TW
$25.9B
| $706K | 0.06% |
+4,820
| New | +$673K |
2025 Q2
0 quarters
|
|
524
Alarm.com
ALRM
$3.18B
| $705K | 0.06% |
12,458
-10,366
| -45% | -$575K |
2024 Q2
4 quarters
|
|
525
Powell Industries
POWL
$5.69B
| $704K | 0.06% |
10,032
+4,236
| +73% | +$256K |
2025 Q1
1 quarter
|
|
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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.