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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 15.94%
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
SGML icon
926
Sigma Lithium
SGML
$1.11B
$86.8K 0.01%
+19,280
New +$127K
JELD icon
927
JELD-WEN Holding
JELD
$122M
$84K 0.01%
+21,435
New +$95.5K
CYRX icon
928
CryoPort
CYRX
$761M
$81.1K 0.01%
10,872
-3,189
-23% -$19.8K
BBBY
929
Bed Bath & Beyond
BBBY
$481M
$80.2K 0.01%
12,827
-29,455
-70% -$143K
MYGN icon
930
Myriad Genetics
MYGN
$270M
$79.4K 0.01%
+14,962
New +$88.4K
TDAY
931
USA Today Co
TDAY
$1.27B
$62.2K 0.01%
+17,385
New +$58.3K
VZLA
932
Vizsla Silver
VZLA
$1.1B
$59.4K 0.01%
+20,198
New +$52.6K
NG icon
933
NovaGold Resources
NG
$2.56B
$58.6K 0.01%
+14,325
New +$53.6K
VSTM icon
934
Verastem
VSTM
$510M
$52.7K ﹤0.01%
+12,689
New +$79.5K
CRGX
935
DELISTED
CARGO Therapeutics
CRGX
$43.4K ﹤0.01%
10,526
-3,608
-26% -$15.5K
AAP icon
936
Advance Auto Parts
AAP
$3.35B
– –
-34,169
Closed -$1.34M
ABT icon
937
Abbott
ABT
$183B
– –
-9,588
Closed -$1.27M
ADP icon
938
Automatic Data Processing
ADP
$106B
– –
-2,516
Closed -$769K
ADSK icon
939
Autodesk
ADSK
$49.5B
– –
-2,452
Closed -$642K
ADT icon
940
ADT
ADT
$5.58B
– –
-125,303
Closed -$1.02M
ADUS icon
941
Addus HomeCare
ADUS
$2.16B
– –
-7,305
Closed -$722K
AER icon
942
AerCap
AER
$23.7B
– –
-19,212
Closed -$1.96M
AES icon
943
AES
AES
$10.5B
– –
-73,984
Closed -$919K
AFYA icon
944
Afya
AFYA
$1.31B
– –
-10,261
Closed -$184K
AGM icon
945
Federal Agricultural Mortgage
AGM
$2.47B
– –
-2,334
Closed -$438K
AIG icon
946
American International
AIG
$41.7B
– –
-17,116
Closed -$1.49M
AJG icon
947
Arthur J. Gallagher & Co
AJG
$64.1B
– –
-683
Closed -$236K
ALKT icon
948
Alkami Technology
ALKT
$1.94B
– –
-28,530
Closed -$749K
AMBA icon
949
Ambarella
AMBA
$3.77B
– –
-33,274
Closed -$1.67M
AMN icon
950
AMN Healthcare
AMN
$1.3B
– –
-19,187
Closed -$469K
36 37
38
39 40

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GIM
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CCM
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PP
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FC
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HIP
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SC
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BWA
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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.