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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 | |
|---|---|---|---|---|---|---|---|
1001
Dynatrace
DT
$16.7B
| – | – |
-14,131
| Closed | -$666K | – |
|
1002
Duolingo
DUOL
$6.16B
| – | – |
-11,725
| Closed | -$3.64M | – |
|
1003
Dyne Therapeutics
DYN
$3.12B
| – | – |
-17,834
| Closed | -$187K | – |
|
1004
DELISTED
Eventbrite
EB
| – | – |
-90,119
| Closed | -$190K | – |
|
1005
DELISTED
Enhabit
EHAB
| – | – |
-17,167
| Closed | -$151K | – |
|
1006
Edison International
EIX
$22.6B
| – | – |
-52,666
| Closed | -$3.1M | – |
|
1007
Elanco Animal Health
ELAN
$11.5B
| – | – |
-34,835
| Closed | -$366K | – |
|
1008
Equity Lifestyle Properties
ELS
$11.5B
| – | – |
-12,682
| Closed | -$846K | – |
|
1009
Elevance Health
ELV
$91.1B
| – | – |
-1,666
| Closed | -$725K | – |
|
1010
Emerson Electric
EMR
$92B
| – | – |
-5,405
| Closed | -$593K | – |
|
1011
Equinix
EQIX
$100B
| – | – |
-2,723
| Closed | -$2.22M | – |
|
1012
DELISTED
Exact Sciences
EXAS
| – | – |
-16,006
| Closed | -$693K | – |
|
1013
Exelon
EXC
$47.8B
| – | – |
-89,246
| Closed | -$4.11M | – |
|
1014
Expeditors International
EXPD
$25.8B
| – | – |
-9,358
| Closed | -$1.13M | – |
|
1015
Extra Space Storage
EXR
$31.6B
| – | – |
-10,687
| Closed | -$1.59M | – |
|
1016
National Vision
EYE
$1.31B
| – | – |
-31,829
| Closed | -$407K | – |
|
1017
Franklin Covey
FC
$204M
| – | – |
-9,992
| Closed | -$276K | – |
|
1018
Four Corners Property Trust
FCPT
$2.47B
| – | – |
-9,586
| Closed | -$275K | – |
|
1019
4D Molecular Therapeutics
FDMT
$657M
| – | – |
-12,981
| Closed | -$41.9K | – |
|
1020
FirstEnergy
FE
$27.2B
| – | – |
-48,781
| Closed | -$1.97M | – |
|
1021
Ferguson
FERG
$46.2B
| – | – |
-20,261
| Closed | -$3.25M | – |
|
1022
DELISTED
First Foundation Inc
FFWM
| – | – |
-17,655
| Closed | -$91.6K | – |
|
1023
Fluor
FLR
$6.27B
| – | – |
-54,504
| Closed | -$1.95M | – |
|
1024
Fortinet
FTNT
$100B
| – | – |
-15,077
| Closed | -$1.45M | – |
|
1025
Fortive
FTV
$19.4B
| – | – |
-6,626
| Closed | -$365K | – |
|
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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.