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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
+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

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
LQDA icon
651
Liquidia Corp
LQDA
$5.88B
$471K 0.04%
+37,793
New +$560K
MAN icon
652
ManpowerGroup
MAN
$2.69B
$466K 0.04%
+11,544
New +$504K
DRVN icon
653
Driven Brands
DRVN
$2.1B
$465K 0.04%
+26,476
New +$454K
VERA icon
654
Vera Therapeutics
VERA
$2.46B
$463K 0.04%
+19,634
New +$441K
VMI icon
655
Valmont Industries
VMI
$9.12B
$462K 0.04%
1,415
-781
-36% -$240K
TNC icon
656
Tennant Co
TNC
$1.16B
$462K 0.04%
5,964
-4,465
-43% -$330K
NUS icon
657
Nu Skin
NUS
$232M
$460K 0.04%
57,608
-9,133
-14% -$64.1K
ADI icon
658
Analog Devices
ADI
$175B
$459K 0.04%
1,929
-1,215
-39% -$253K
WHD icon
659
Cactus
WHD
$4.84B
$456K 0.04%
10,429
+5,840
+127% +$244K
BXSL icon
660
Blackstone Secured Lending
BXSL
$5.78B
$455K 0.04%
+14,798
New +$451K
MORN icon
661
Morningstar
MORN
$7.62B
$455K 0.04%
1,448
-4,834
-77% -$1.43M
ENVX icon
662
Enovix
ENVX
$652M
$454K 0.04%
50,127
+15,729
+46% +$103K
HBM icon
663
Hudbay
HBM
$11.1B
$451K 0.04%
+42,491
New +$354K
FIP icon
664
FTAI Infrastructure
FIP
$332M
$451K 0.04%
73,060
-14,956
-17% -$75.7K
SD icon
665
SandRidge Energy
SD
$555M
$450K 0.04%
41,605
-3,858
-8% -$39.3K
PLAB icon
666
Photronics
PLAB
$1.6B
$448K 0.04%
23,815
+2,297
+11% +$43K
BDN
667
Brandywine Realty Trust
BDN
$503M
$446K 0.04%
104,034
-76,716
-42% -$319K
SKY icon
668
Champion Homes
SKY
$4.55B
$445K 0.04%
7,109
-5,125
-42% -$399K
CC icon
669
Chemours
CC
$2.22B
$445K 0.04%
+38,826
New +$438K
SAFT icon
670
Safety Insurance
SAFT
$1.52B
$444K 0.04%
5,593
+2,301
+70% +$182K
CPRX
671
DELISTED
Catalyst Pharmaceutical
CPRX
$443K 0.04%
20,418
+4,534
+29% +$107K
CHCT
672
Community Healthcare Trust
CHCT
$418M
$443K 0.04%
26,609
-3,093
-10% -$51K
MSDL icon
673
Morgan Stanley Direct Lending Fund
MSDL
$1.24B
$438K 0.04%
+23,422
New +$453K
HSII
674
DELISTED
Heidrick & Struggles
HSII
$438K 0.04%
+9,563
New +$401K
KLIC icon
675
Kulicke & Soffa
KLIC
$4.13B
$435K 0.04%
+12,570
New +$409K
25 26
27
28 29

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GIM
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CCM
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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.