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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 | |
|---|---|---|---|---|---|---|---|
751
Perion Network
PERI
$342M
| $344K | 0.03% |
33,902
-6,258
| -16% | -$59.8K |
2023 Q1
9 quarters
|
|
752
Navient Holdings, Inc. Common Stock
NAVI
$872M
| $342K | 0.03% |
24,275
-1,933
| -7% | -$24.9K |
2024 Q4
2 quarters
|
|
753
Haverty Furniture Companies
HVT
$457M
| $342K | 0.03% |
16,812
+374
| +2% | +$7.3K |
2024 Q3
3 quarters
|
|
754
Lumen Technologies, Inc. Common Stock
LUMN
$5.03B
| $342K | 0.03% |
78,043
-8,930
| -10% | -$34.6K |
2024 Q3
3 quarters
|
|
755
Pilgrim's Pride
PPC
$6.84B
| $341K | 0.03% |
+7,583
| New | +$372K |
2025 Q2
0 quarters
|
|
756
Rocket Lab Corp
RKLB
$35B
| $340K | 0.03% |
+9,495
| New | +$232K |
2025 Q2
0 quarters
|
|
757
Zscaler
ZS
$38.8B
| $339K | 0.03% |
+1,080
| New | +$269K |
2025 Q2
0 quarters
|
|
758
Universal Display
OLED
$3.78B
| $337K | 0.03% |
+2,181
| New | +$305K |
2025 Q2
0 quarters
|
|
759
Neogen
NEOG
$2.58B
| $335K | 0.03% |
+70,099
| New | +$402K |
2025 Q2
0 quarters
|
|
760
Palomar
PLMR
$3.69B
| $335K | 0.03% |
2,171
-6,018
| -73% | -$932K |
2025 Q1
1 quarter
|
|
761
Simpson Manufacturing
SSD
$7.92B
| $335K | 0.03% |
2,155
-3,529
| -62% | -$547K |
2025 Q1
1 quarter
|
|
762
DELISTED
Diamond Hill
DHIL
| $335K | 0.03% |
2,302
-308
| -12% | -$42.4K |
2024 Q2
4 quarters
|
|
763
NPK International
NPKI
$785M
| $327K | 0.03% |
38,442
-6,658
| -15% | -$48.8K |
2024 Q1
5 quarters
|
|
764
PDF Solutions
PDFS
$1.73B
| $327K | 0.03% |
15,292
-848
| -5% | -$16.1K |
2023 Q4
6 quarters
|
|
765
Gentherm
THRM
$1.69B
| $325K | 0.03% |
11,500
+40
| +0.3% | +$1.06K |
2024 Q4
2 quarters
|
|
766
Rayonier
RYN
$5.77B
| $324K | 0.03% |
+15,329
| New | +$350K |
2025 Q2
0 quarters
|
|
767
Garmin
GRMN
$52.5B
| $324K | 0.03% |
+1,551
| New | +$308K |
2025 Q2
0 quarters
|
|
768
Krystal Biotech
KRYS
$9.8B
| $324K | 0.03% |
2,355
-3,865
| -62% | -$568K |
2024 Q2
4 quarters
|
|
769
Ellington Financial
EFC
$1.47B
| $322K | 0.03% |
24,763
+8,179
| +49% | +$104K |
2025 Q1
1 quarter
|
|
770
DELISTED
Berry Corp
BRY
| $321K | 0.03% |
116,044
+6,330
| +6% | +$16.9K |
2024 Q3
3 quarters
|
|
771
Viking Therapeutics
VKTX
$3.48B
| $320K | 0.03% |
+12,086
| New | +$318K |
2025 Q2
0 quarters
|
|
772
Allient
ALNT
$1.46B
| $320K | 0.03% |
+8,802
| New | +$245K |
2025 Q2
0 quarters
|
|
773
MaxLinear
MXL
$6.12B
| $318K | 0.03% |
22,411
-3,379
| -13% | -$39K |
2025 Q1
1 quarter
|
|
774
Adtran
ADTN
$532M
| $317K | 0.03% |
35,307
-7,960
| -18% | -$63.5K |
2024 Q1
5 quarters
|
|
775
SLM Corp
SLM
$3.35B
| $316K | 0.03% |
+9,630
| New | +$295K |
2025 Q2
0 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.