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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 | |
|---|---|---|---|---|---|---|---|
1051
IMAX
IMAX
$2.78B
| – | – |
-9,470
| Closed | -$250K | – |
|
1052
International Seaways
INSW
$5.73B
| – | – |
-15,748
| Closed | -$523K | – |
|
1053
Inter&Co
INTR
$1.77B
| – | – |
-16,916
| Closed | -$92.7K | – |
|
1054
Iovance Biotherapeutics
IOVA
$3.84B
| – | – |
-94,338
| Closed | -$314K | – |
|
1055
Interparfums
IPAR
$3.73B
| – | – |
-3,694
| Closed | -$421K | – |
|
1056
IQVIA
IQV
$44.1B
| – | – |
-5,566
| Closed | -$981K | – |
|
1057
Janus International
JBI
$633M
| – | – |
-12,267
| Closed | -$88.3K | – |
|
1058
Jack Henry & Associates
JKHY
$11.3B
| – | – |
-4,159
| Closed | -$759K | – |
|
1059
JPMorgan Chase
JPM
$895B
| – | – |
-2,020
| Closed | -$496K | – |
|
1060
Kadant
KAI
$3.13B
| – | – |
-831
| Closed | -$280K | – |
|
1061
Keurig Dr Pepper
KDP
$48.8B
| – | – |
-37,667
| Closed | -$1.29M | – |
|
1062
The Kraft Heinz Company
KHC
$28.9B
| – | – |
-13,619
| Closed | -$414K | – |
|
1063
KLA
KLAC
$206B
| – | – |
-4,080
| Closed | -$277K | – |
|
1064
Kimberly-Clark
KMB
$35.9B
| – | – |
-8,819
| Closed | -$1.25M | – |
|
1065
Kinetik
KNTK
$4.55B
| – | – |
-30,943
| Closed | -$1.61M | – |
|
1066
Kosmos Energy
KOS
$1.7B
| – | – |
-114,480
| Closed | -$261K | – |
|
1067
Kilroy Realty
KRC
$4.2B
| – | – |
-25,583
| Closed | -$838K | – |
|
1068
KKR Real Estate Finance Trust
KREF
$303M
| – | – |
-32,032
| Closed | -$346K | – |
|
1069
Lithium Americas
LAC
$737M
| – | – |
-33,088
| Closed | -$89.7K | – |
|
1070
Lithia Motors
LAD
$6.48B
| – | – |
-1,228
| Closed | -$360K | – |
|
1071
Lincoln Electric
LECO
$15B
| – | – |
-7,398
| Closed | -$1.4M | – |
|
1072
Levi Strauss
LEVI
$8.63B
| – | – |
-84,574
| Closed | -$1.32M | – |
|
1073
Grand Canyon Education
LOPE
$3.85B
| – | – |
-9,659
| Closed | -$1.67M | – |
|
1074
Lowe's Companies
LOW
$117B
| – | – |
-2,650
| Closed | -$618K | – |
|
1075
DELISTED
Open Lending Corp
LPRO
| – | – |
-14,381
| Closed | -$39.7K | – |
|
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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.