We are live on ! Find out more
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
MQ icon
126
Marqeta
MQ
$1.83B
$2.57M 0.22%
110,208
+12,182
+12% +$231K
TPL icon
127
Texas Pacific Land
TPL
$27.8B
$2.57M 0.22%
7,293
+3,603
+98% +$1.47M
CLS icon
128
Celestica
CLS
$38.1B
$2.57M 0.22%
16,449
+5,385
+49% +$572K
BCRX icon
129
BioCryst Pharmaceuticals
BCRX
$2.28B
$2.57M 0.22%
+286,509
New +$2.67M
NUE icon
130
Nucor
NUE
$58.6B
$2.56M 0.22%
19,798
+16,179
+447% +$1.89M
KFY icon
131
Korn Ferry
KFY
$4.18B
$2.56M 0.22%
34,904
+9,715
+39% +$647K
VSAT icon
132
Viasat
VSAT
$10.6B
$2.55M 0.22%
174,934
+74,207
+74% +$751K
TTD icon
133
Trade Desk
TTD
$8.48B
$2.55M 0.22%
35,395
-17,866
-34% -$1.14M
YETI icon
134
Yeti Holdings
YETI
$3.71B
$2.55M 0.22%
+80,791
New +$2.42M
AYI icon
135
Acuity Brands
AYI
$9.83B
$2.54M 0.22%
8,530
-4,846
-36% -$1.25M
CW icon
136
Curtiss-Wright
CW
$26.7B
$2.54M 0.22%
5,201
-7,518
-59% -$2.97M
AEP icon
137
American Electric Power
AEP
$69.6B
$2.54M 0.22%
24,434
-18,038
-42% -$1.88M
USFD icon
138
US Foods
USFD
$22.2B
$2.53M 0.22%
+32,835
New +$2.34M
INGR icon
139
Ingredion
INGR
$6.27B
$2.53M 0.22%
+18,641
New +$2.52M
ASAN icon
140
Asana
ASAN
$1.92B
$2.49M 0.21%
+184,111
New +$2.89M
EW icon
141
Edwards Lifesciences
EW
$49.6B
$2.46M 0.21%
31,471
-16,819
-35% -$1.25M
TMO icon
142
Thermo Fisher Scientific
TMO
$213B
$2.46M 0.21%
6,069
+2,254
+59% +$942K
CGNX icon
143
Cognex
CGNX
$10.9B
$2.46M 0.21%
+77,418
New +$2.22M
MSI icon
144
Motorola Solutions
MSI
$72.3B
$2.45M 0.21%
+5,834
New +$2.44M
VEEV icon
145
Veeva Systems
VEEV
$33.1B
$2.45M 0.21%
8,503
+2,029
+31% +$503K
ABBV icon
146
AbbVie
ABBV
$443B
$2.45M 0.21%
13,189
-6,392
-33% -$1.19M
PARR icon
147
Par Pacific Holdings
PARR
$4.31B
$2.44M 0.21%
92,053
-17,491
-16% -$333K
ALG icon
148
Alamo Group
ALG
$1.94B
$2.43M 0.21%
11,141
+259
+2% +$49.4K
VCTR icon
149
Victory Capital Holdings
VCTR
$6.19B
$2.41M 0.21%
37,869
+1,351
+4% +$81.3K
UNP icon
150
Union Pacific
UNP
$174B
$2.41M 0.21%
10,469
+7,224
+223% +$1.6M
4 5
6
7 8

Similar funds

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return

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.