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Olympiad Research Portfolio holdings

AUM $48.1M
1-Year Est. Return 100.39%
This Fund
S&P 500
This Quarter Est. Return
+6.68%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$96M
AUM Growth
-$57.8M
Cap. Flow
-$58.5M
Cap. Flow %
-60.93%
Top 10 Hldgs %
22.16%
Holding
452
New
134
Increased
28
Reduced
62
Closed
213

Top Buys

Rank Stock Value
1
ALTR
Altair Engineering Inc
ALTR
+$1.93M
2
ALTM
Arcadium Lithium plc
ALTM
+$1.85M
3
ESGR
Enstar Group
ESGR
+$1.5M
4
BERY
Berry Global Group, Inc.
BERY
+$1.48M
5
PTVE
Pactiv Evergreen Inc. Common stock
PTVE
+$1.17M

Top Sells

Rank Stock Value
1
AAN
The Aaron's Company Inc
AAN
+$2.26M
2
STER
Sterling Check Corp. Common Stock
STER
+$2.1M
3
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
+$2.06M
4
AXNX
Axonics, Inc. Common Stock
AXNX
+$2.04M
5
VZIO
VIZIO Holding Corp.
VZIO
+$2.03M

Sector Composition

Rank Sector Weight
1 Technology 27.14%
2 Consumer Discretionary 19.52%
3 Financials 10.95%
4 Healthcare 8.62%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOSL icon
251
Alpha and Omega Semiconductor
AOSL
$931M
– –
-18,006
Closed -$668K
AOS icon
252
A.O. Smith
AOS
$8.24B
– –
-3,935
Closed -$353K
APA icon
253
APA Corp
APA
$12.8B
– –
-11,441
Closed -$280K
APH icon
254
Amphenol
APH
$197B
– –
-11,117
Closed -$724K
ARHS icon
255
Arhaus
ARHS
$1.04B
– –
-16,386
Closed -$202K
AVY icon
256
Avery Dennison
AVY
$13.4B
– –
-1,203
Closed -$266K
BAC icon
257
Bank of America
BAC
$433B
– –
-5,886
Closed -$234K
BALY icon
258
Bally's
BALY
$700M
– –
-116,347
Closed -$2.01M
BCE icon
259
BCE
BCE
$20.2B
– –
-8,362
Closed -$291K
BJ icon
260
BJs Wholesale Club
BJ
$12.6B
– –
-3,908
Closed -$322K
BLD
261
DELISTED
TopBuild
BLD
– –
-682
Closed -$277K
BLK icon
262
Blackrock
BLK
$170B
– –
-309
Closed -$293K
BLMN icon
263
Bloomin' Brands
BLMN
$759M
– –
-12,219
Closed -$202K
BLZE icon
264
Backblaze
BLZE
$758M
– –
-11,079
Closed -$70.8K
BR icon
265
Broadridge
BR
$17.9B
– –
-1,403
Closed -$302K
BRDG
266
DELISTED
Bridge Investment Group
BRDG
– –
-10,611
Closed -$105K
BRKL
267
DELISTED
Brookline Bancorp
BRKL
– –
-15,205
Closed -$153K
CAL icon
268
Caleres
CAL
$437M
– –
-10,530
Closed -$348K
CAMT icon
269
Camtek
CAMT
$6.4B
– –
-7,504
Closed -$599K
CBSH icon
270
Commerce Bancshares
CBSH
$8.55B
– –
-3,890
Closed -$210K
CCOI icon
271
Cogent Communications
CCOI
$663M
– –
-5,324
Closed -$404K
CDW icon
272
CDW
CDW
$18.6B
– –
-1,174
Closed -$266K
CENX icon
273
Century Aluminum
CENX
$4.44B
– –
-11,096
Closed -$180K
CGNX icon
274
Cognex
CGNX
$10.4B
– –
-15,603
Closed -$632K
CLS icon
275
Celestica
CLS
$40.5B
– –
-4,766
Closed -$244K
9 10
11
12 13

Similar funds

PFA
Portland Financial Advisors Port Washington, New York $48.1M AUM 10.13% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
CT
ClearAlpha Technologies Greenwich, Connecticut $48.6M AUM 13.34% 1-Year Est. Return
IPHI
Inflection Point Holdings II New York $47.3M AUM
EGI
EAM Global Investors Solana Beach, California $47.1M AUM 320.45% 1-Year Est. Return
OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
PEP
Pickering Energy Partners Houston, Texas $49M AUM 78.29% 1-Year Est. Return

Olympiad Research's Q4 2024 Portfolio in Review

As of Q4 2024, Olympiad Research held 452 positions worth $96M, down 38% from $154M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Olympiad Research withdrew a net $58.5M in Q4 2024, closing 213 positions and reducing 62 holdings. Its most notable exit was The Aaron's Company Inc, an estimated $2.26M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 33% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Olympiad Research opened a new position in Altair Engineering Inc worth $2.04M.

  • Olympiad Research's largest Q4 2024 buy was Altair Engineering Inc: 18,713 shares worth $2.04M.
  • Olympiad Research added most to ChampionX in Q4 2024, an estimated $1.16M increase.
  • Olympiad Research's biggest Q4 2024 reduction was Surmodics, cutting an estimated $1.56M.
  • Olympiad Research fully exited The Aaron's Company Inc in Q4 2024, selling an estimated $2.26M.
  • Olympiad Research's ten largest holdings make up 22% of its $96M portfolio in Q4 2024.
  • Olympiad Research opened 134 new positions and closed 213 in Q4 2024.
  • Olympiad Research's portfolio value fell 38% quarter-over-quarter to $96M.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.