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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 | |
|---|---|---|---|---|---|---|---|
526
Kura Oncology
KURA
$913M
| $703K | 0.06% |
121,884
+64,460
| +112% | +$395K |
2024 Q4
2 quarters
|
|
527
Hertz
HTZ
$684M
| $703K | 0.06% |
102,857
-82,275
| -44% | -$514K |
2024 Q2
4 quarters
|
|
528
JetBlue
JBLU
$1.08B
| $702K | 0.06% |
+165,841
| New | +$742K |
2025 Q2
0 quarters
|
|
529
US Bancorp
USB
$92.6B
| $701K | 0.06% |
+15,489
| New | +$651K |
2025 Q2
0 quarters
|
|
530
A10 Networks
ATEN
$1.78B
| $700K | 0.06% |
36,157
+3,361
| +10% | +$57.4K |
2025 Q1
1 quarter
|
|
|
MSGK
531
MSG Knickerbockers Corp.
MSGK
$7.53B
| $696K | 0.06% |
+3,329
| New | +$641K |
2025 Q2
0 quarters
|
|
532
Huntsman Corp
HUN
$1.69B
| $694K | 0.06% |
+66,578
| New | +$811K |
2025 Q2
0 quarters
|
|
533
REX American Resources
REX
$1.3B
| $694K | 0.06% |
28,476
-2,954
| -9% | -$62.3K |
2023 Q4
6 quarters
|
|
534
Establishment Labs
ESTA
$1.86B
| $692K | 0.06% |
16,214
+3,538
| +28% | +$123K |
2024 Q4
2 quarters
|
|
535
Fair Isaac
FICO
$15.4B
| $691K | 0.06% |
378
-624
| -62% | -$1.17M |
2024 Q4
2 quarters
|
|
536
Orchid Island Capital
ORC
$926M
| $688K | 0.06% |
+98,093
| New | +$680K |
2025 Q2
0 quarters
|
|
537
Assured Guaranty
AGO
$3.1B
| $687K | 0.06% |
+7,886
| New | +$672K |
2025 Q2
0 quarters
|
|
538
Brinker International
EAT
$8.81B
| $680K | 0.06% |
3,770
-4,713
| -56% | -$740K |
2024 Q3
3 quarters
|
|
539
Apple Hospitality REIT
APLE
$4.37B
| $679K | 0.06% |
58,196
+42,805
| +278% | +$502K |
2025 Q1
1 quarter
|
|
540
UiPath
PATH
$7.16B
| $677K | 0.06% |
52,901
+2,977
| +6% | +$35.7K |
2024 Q4
2 quarters
|
|
541
Safehold
SAFE
$800M
| $676K | 0.06% |
43,454
-8,903
| -17% | -$138K |
2025 Q1
1 quarter
|
|
542
Urban Edge Properties
UE
$2.52B
| $675K | 0.06% |
36,195
-71
| -0.2% | -$1.3K |
2025 Q1
1 quarter
|
|
543
EastGroup Properties
EGP
$10.7B
| $675K | 0.06% |
4,040
+2,811
| +229% | +$467K |
2025 Q1
1 quarter
|
|
544
Axon Enterprise
AXON
$34.8B
| $672K | 0.06% |
812
-309
| -28% | -$210K |
2024 Q4
2 quarters
|
|
545
Lionsgate Studios
LION
$3.7B
| $668K | 0.06% |
+115,041
| New | +$770K |
2025 Q2
0 quarters
|
|
546
Dole
DOLE
$1.23B
| $668K | 0.06% |
47,742
+649
| +1% | +$9.19K |
2023 Q4
6 quarters
|
|
547
Carpenter Technology
CRS
$14B
| $666K | 0.06% |
+2,409
| New | +$525K |
2025 Q2
0 quarters
|
|
548
McEwen Inc
MUX
$861M
| $665K | 0.06% |
+69,191
| New | +$564K |
2025 Q2
0 quarters
|
|
549
Dover
DOV
$27.6B
| $662K | 0.06% |
3,613
-1,738
| -32% | -$302K |
2024 Q3
3 quarters
|
|
550
Ezcorp Inc
EZPW
$1.73B
| $662K | 0.06% |
47,691
+6,712
| +16% | +$97K |
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.