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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
+4.99%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$152M
AUM Growth
+$25.2M
(+20%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
13.21%
Top 10 Holdings %
Top 10 Hldgs %
13.78%
Holding
502
New
193
Increased
71
Reduced
66
Closed
154
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SWN
Southwestern Energy Company
SWN
|
+$2.15M |
| 2 |
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
|
+$1.98M |
| 3 |
McGrath RentCorp
MGRC
|
+$1.94M |
| 4 |
ERF
Enerplus Corporation
ERF
|
+$1.88M |
| 5 |
STER
Sterling Check Corp. Common Stock
STER
|
+$1.79M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPLK
Splunk Inc
SPLK
|
+$2.02M |
| 2 |
KRTX
Karuna Therapeutics, Inc. Common Stock
KRTX
|
+$2M |
| 3 |
IMGN
Immunogen Inc
IMGN
|
+$1.99M |
| 4 |
SOVO
Sovos Brands, Inc. Common Stock
SOVO
|
+$1.96M |
| 5 |
TXNM
TXNM Energy Inc
TXNM
|
+$850K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 19.63% |
| 2 | Consumer Discretionary | 17.95% |
| 3 | Technology | 16.15% |
| 4 | Financials | 12.8% |
| 5 | Healthcare | 12.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Warner Music
WMG
$13.5B
| $227K | 0.15% |
+6,869
| New | +$240K |
|
277
Xerox
XRX
$386M
| $226K | 0.15% |
+12,620
| New | +$222K |
|
|
BECN
278
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $226K | 0.15% |
2,301
-299
| -12% | -$26K |
|
279
AES
AES
$10.5B
| $224K | 0.15% |
+12,517
| New | +$209K |
|
280
Dentsply Sirona
XRAY
$2.68B
| $224K | 0.15% |
+6,747
| New | +$231K |
|
|
ALTR
281
DELISTED
Altair Engineering Inc
ALTR
| $223K | 0.15% |
2,589
-853
| -25% | -$72.5K |
|
282
Gibraltar Industries
ROCK
$1.25B
| $222K | 0.15% |
+2,754
| New | +$219K |
|
|
X
283
DELISTED
US Steel
X
| $221K | 0.15% |
+5,421
| New | +$248K |
|
284
Sylvamo
SLVM
$1.49B
| $220K | 0.14% |
+3,569
| New | +$191K |
|
|
CMRC
285
Commerce.com Inc Series 1
CMRC
$258M
| $220K | 0.14% |
+31,938
| New | +$256K |
|
286
Medpace
MEDP
$16.1B
| $219K | 0.14% |
+543
| New | +$191K |
|
287
M/I Homes
MHO
$3.74B
| $219K | 0.14% |
+1,608
| New | +$204K |
|
288
Automatic Data Processing
ADP
$106B
| $219K | 0.14% |
+877
| New | +$214K |
|
289
Helen of Troy
HELE
$644M
| $218K | 0.14% |
+1,896
| New | +$226K |
|
290
AAR Corp
AIR
$5.59B
| $215K | 0.14% |
+3,593
| New | +$224K |
|
291
Cimpress
CMPR
$2.39B
| $215K | 0.14% |
2,429
-218
| -8% | -$18.5K |
|
292
Aecom
ACM
$9.3B
| $214K | 0.14% |
2,183
-333
| -13% | -$30.1K |
|
293
Clear Secure
YOU
$5.57B
| $213K | 0.14% |
+10,019
| New | +$199K |
|
294
Sanmina
SANM
$9.95B
| $212K | 0.14% |
+3,405
| New | +$198K |
|
295
JPMorgan Chase
JPM
$935B
| $212K | 0.14% |
+1,057
| New | +$191K |
|
296
Amdocs
DOX
$5.92B
| $211K | 0.14% |
2,340
-3,868
| -62% | -$353K |
|
|
AGNT
297
AGNT Inc
AGNT
$666M
| $211K | 0.14% |
20,447
+6,391
| +45% | +$78.4K |
|
|
VRN
298
DELISTED
Veren
VRN
| $211K | 0.14% |
25,771
+2,690
| +12% | +$18.8K |
|
299
TE Connectivity
TEL
$59.6B
| $211K | 0.14% |
1,451
-2,525
| -64% | -$354K |
|
300
Travelers Companies
TRV
$78.1B
| $211K | 0.14% |
+915
| New | +$195K |
|
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Olympiad Research's Q1 2024 Portfolio in Review
As of Q1 2024, Olympiad Research held 502 positions worth $152M, up 20% from $127M the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Olympiad Research deployed $20.1M of net new capital in Q1 2024, opening 193 new positions and adding to 71 existing holdings. Its largest new stake was Southwestern Energy Company: 315,951 shares worth $2.39M.
By sector, the portfolio is most concentrated in Industrials at 20% of assets, down from 20% a quarter earlier, followed by Consumer Discretionary and Technology.
On the sell side, the largest reduction was DoorDash, an estimated $536K trimmed.
- Olympiad Research's largest Q1 2024 buy was Southwestern Energy Company: 315,951 shares worth $2.39M.
- Olympiad Research added most to Axonics, Inc. Common Stock in Q1 2024, an estimated $1.68M increase.
- Olympiad Research's biggest Q1 2024 reduction was DoorDash, cutting an estimated $536K.
- Olympiad Research fully exited Splunk Inc in Q1 2024, selling an estimated $2.02M.
- Olympiad Research's ten largest holdings make up 14% of its $152M portfolio in Q1 2024.
- Olympiad Research opened 193 new positions and closed 154 in Q1 2024.
- Olympiad Research's portfolio value rose 20% quarter-over-quarter to $152M.
Based on Olympiad Research's 13F filing for Q1 2024, filed 13 May 2024.