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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 | |
|---|---|---|---|---|---|---|---|
626
The Marzetti Company
MZTI
$2.99B
| $528K | 0.05% |
3,058
-5,409
| -64% | -$933K |
2024 Q4
2 quarters
|
|
|
ALEX
627
DELISTED
Alexander & Baldwin
ALEX
| $525K | 0.04% |
29,440
-3,518
| -11% | -$61.2K |
2023 Q3
7 quarters
|
|
628
Brightstar Lottery PLC
BRSL
$1.75B
| $523K | 0.04% |
33,050
+17,111
| +107% | +$269K |
2024 Q1
5 quarters
|
|
629
Landstar System
LSTR
$4.81B
| $521K | 0.04% |
3,751
+8
| +0.2% | +$1.11K |
2024 Q1
5 quarters
|
|
630
DELISTED
Clearwater Analytics
CWAN
| $519K | 0.04% |
23,684
-52,550
| -69% | -$1.21M |
2023 Q4
6 quarters
|
|
631
DELISTED
European Wax Center
EWCZ
| $515K | 0.04% |
91,524
+29,640
| +48% | +$135K |
2024 Q3
3 quarters
|
|
632
DELISTED
ACV Auctions
ACVA
| $515K | 0.04% |
31,750
+13,590
| +75% | +$211K |
2025 Q1
1 quarter
|
|
633
Laureate Education
LAUR
$4.51B
| $515K | 0.04% |
22,026
-33,449
| -60% | -$717K |
2024 Q4
2 quarters
|
|
634
SiriusXM
SIRI
$9.8B
| $510K | 0.04% |
+22,216
| New | +$478K |
2025 Q2
0 quarters
|
|
635
DELISTED
Amicus Therapeutics
FOLD
| $510K | 0.04% |
88,957
+28,075
| +46% | +$181K |
2024 Q3
3 quarters
|
|
636
Kornit Digital
KRNT
$753M
| $506K | 0.04% |
25,390
+10,357
| +69% | +$206K |
2024 Q1
5 quarters
|
|
637
Paycom
PAYC
$11.9B
| $503K | 0.04% |
2,175
-506
| -19% | -$120K |
2025 Q1
1 quarter
|
|
638
Symbotic
SYM
$4.93B
| $501K | 0.04% |
+12,902
| New | +$338K |
2025 Q2
0 quarters
|
|
639
Genpact
G
$6.63B
| $500K | 0.04% |
11,358
-4,869
| -30% | -$220K |
2023 Q4
6 quarters
|
|
640
Grid Dynamics Holdings
GDYN
$1.07B
| $499K | 0.04% |
43,184
-5,410
| -11% | -$71.1K |
2024 Q4
2 quarters
|
|
641
Nabors Industries
NBR
$1.38B
| $496K | 0.04% |
17,697
+428
| +2% | +$12.7K |
2024 Q2
4 quarters
|
|
642
Zoom
ZM
$27.9B
| $495K | 0.04% |
+6,348
| New | +$491K |
2025 Q2
0 quarters
|
|
643
McCormick & Company Non-Voting
MKC
$12.7B
| $493K | 0.04% |
+6,499
| New | +$487K |
2025 Q2
0 quarters
|
|
644
Southern Copper
SCCO
$150B
| $489K | 0.04% |
5,077
-2,644
| -34% | -$230K |
2024 Q3
3 quarters
|
|
645
Sabre
SABR
$654M
| $488K | 0.04% |
+154,466
| New | +$396K |
2025 Q2
0 quarters
|
|
646
AH Realty Trust
AHRT
$454M
| $486K | 0.04% |
70,697
+10,217
| +17% | +$71K |
2024 Q1
5 quarters
|
|
647
BigBear.ai
BBAI
$1.25B
| $485K | 0.04% |
71,398
+17,933
| +34% | +$64.8K |
2025 Q1
1 quarter
|
|
648
Consolidated Water Co
CWCO
$432M
| $481K | 0.04% |
16,037
-1,495
| -9% | -$38.7K |
2024 Q2
4 quarters
|
|
649
Valaris
VAL
$7.31B
| $479K | 0.04% |
+11,378
| New | +$428K |
2025 Q2
0 quarters
|
|
650
Camtek
CAMT
$5.45B
| $471K | 0.04% |
5,572
-1,542
| -22% | -$104K |
2024 Q3
3 quarters
|
|
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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.