We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
726
National Presto Industries
NPK
$1.05B
| $370K | 0.03% |
3,778
+150
| +4% | +$13.1K |
2024 Q3
3 quarters
|
|
727
Knowles
KN
$2.78B
| $367K | 0.03% |
20,835
+4,164
| +25% | +$67.2K |
2024 Q4
2 quarters
|
|
728
Innovex International
INVX
$1.96B
| $367K | 0.03% |
23,490
+2,509
| +12% | +$38.6K |
2024 Q1
5 quarters
|
|
729
Lindblad Expeditions
LIND
$2.45B
| $367K | 0.03% |
31,424
+6,483
| +26% | +$64.3K |
2024 Q1
5 quarters
|
|
730
Synchrony
SYF
$24.5B
| $365K | 0.03% |
+5,463
| New | +$305K |
2025 Q2
0 quarters
|
|
731
Primo Brands
PRMB
$7.14B
| $364K | 0.03% |
+12,304
| New | +$393K |
2025 Q2
0 quarters
|
|
732
Phathom Pharmaceuticals
PHAT
$467M
| $364K | 0.03% |
37,937
+9,116
| +32% | +$50.4K |
2024 Q4
2 quarters
|
|
733
Ladder Capital
LADR
$1.15B
| $364K | 0.03% |
33,835
+1,008
| +3% | +$10.6K |
2024 Q3
3 quarters
|
|
734
White Mountains Insurance
WTM
$5.42B
| $361K | 0.03% |
201
-561
| -74% | -$998K |
2025 Q1
1 quarter
|
|
735
ATS Corp
ATS
$1.8B
| $360K | 0.03% |
11,283
-3,421
| -23% | -$93.7K |
2024 Q3
3 quarters
|
|
736
Clean Harbors
CLH
$15.9B
| $359K | 0.03% |
1,551
-494
| -24% | -$108K |
2025 Q1
1 quarter
|
|
737
Unum
UNM
$14.4B
| $358K | 0.03% |
+4,437
| New | +$350K |
2025 Q2
0 quarters
|
|
738
DELISTED
Taylor Morrison
TMHC
| $356K | 0.03% |
5,791
+1,119
| +24% | +$65K |
2025 Q1
1 quarter
|
|
739
Credicorp
BAP
$27.7B
| $355K | 0.03% |
+1,588
| New | +$322K |
2025 Q2
0 quarters
|
|
740
New York Times
NYT
$11.3B
| $355K | 0.03% |
+6,337
| New | +$336K |
2025 Q2
0 quarters
|
|
741
Azenta
AZTA
$1.71B
| $354K | 0.03% |
11,512
-2,158
| -16% | -$60.7K |
2025 Q1
1 quarter
|
|
742
United Community Banks
UCB
$4.43B
| $354K | 0.03% |
+11,893
| New | +$330K |
2025 Q2
0 quarters
|
|
743
Unitil
UTL
$1.01B
| $353K | 0.03% |
+6,766
| New | +$375K |
2025 Q2
0 quarters
|
|
744
Avis
CAR
$3.81B
| $353K | 0.03% |
2,087
-5,704
| -73% | -$615K |
2025 Q1
1 quarter
|
|
745
PubMatic
PUBM
$724M
| $350K | 0.03% |
28,104
-5,375
| -16% | -$56.7K |
2024 Q2
4 quarters
|
|
746
Okta
OKTA
$36.4B
| $349K | 0.03% |
+3,489
| New | +$373K |
2025 Q2
0 quarters
|
|
747
Heritage Insurance Holdings
HRTG
$1.06B
| $348K | 0.03% |
13,939
-6,764
| -33% | -$144K |
2024 Q3
3 quarters
|
|
748
Woodward
WWD
$18B
| $346K | 0.03% |
+1,411
| New | +$289K |
2025 Q2
0 quarters
|
|
749
Churchill Downs
CHDN
$6.5B
| $346K | 0.03% |
3,421
+158
| +5% | +$15.5K |
2025 Q1
1 quarter
|
|
750
AnaptysBio
ANAB
$1.44B
| $345K | 0.03% |
15,533
+28
| +0.2% | +$586 |
2024 Q4
2 quarters
|
|
Similar funds
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.