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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
+15.09%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$25.1M
Cap. Flow
+$13.9M
Cap. Flow %
10.92%
Top 10 Hldgs %
15.56%
Holding
466
New
166
Increased
67
Reduced
66
Closed
157

Top Buys

Rank Stock Value
1
HES
Hess
HES
+$2M
2
SP
SP Plus Corporation
SP
+$1.97M
3
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$1.96M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.9M
5
CSTR
CapStar Financial Holdings, Inc
CSTR
+$1.4M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$2.05M
2
ARGO
Argo Group International Holdings, Ltd.
ARGO
+$2.04M
3
VMW
VMware, Inc
VMW
+$2M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$1.47M
5
WFRD icon
Weatherford International
WFRD
+$599K

Sector Composition

Rank Sector Weight
1 Technology 23.24%
2 Industrials 20.1%
3 Consumer Discretionary 17.73%
4 Healthcare 11.14%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AHCO icon
301
AdaptHealth
AHCO
$1.45B
$129K 0.1%
+17,715
New +$140K
ACCO icon
302
Acco Brands
ACCO
$390M
$127K 0.1%
20,905
-15,689
-43% -$83.2K
GDOT icon
303
Green Dot
GDOT
$743M
$119K 0.09%
+11,978
New +$125K
CFFN icon
304
Capitol Federal Financial
CFFN
$1.1B
$109K 0.09%
+16,907
New +$90.7K
SKYT icon
305
SkyWater Technology
SKYT
$1.6B
$108K 0.08%
+11,176
New +$74.7K
NNOX icon
306
Nano X Imaging
NNOX
$67.2M
$107K 0.08%
16,832
+4,375
+35% +$27.3K
INGN icon
307
Inogen
INGN
$174M
$96.8K 0.08%
+17,624
New +$93.1K
LILAK icon
308
Liberty Latin America Class C
LILAK
$1.61B
$84.9K 0.07%
12,725
-17,676
-58% -$114K
INDI icon
309
indie Semiconductor
INDI
$668M
$82.1K 0.06%
+10,126
New +$66K
A icon
310
Agilent Technologies
A
$39.2B
– –
-1,926
Closed -$215K
ACLS icon
311
Axcelis
ACLS
$3.85B
– –
-2,838
Closed -$463K
ADBE icon
312
Adobe
ADBE
$98.5B
– –
-512
Closed -$261K
ADP icon
313
Automatic Data Processing
ADP
$105B
– –
-1,348
Closed -$324K
ADSK icon
314
Autodesk
ADSK
$49.6B
– –
-1,890
Closed -$391K
AGL icon
315
Agilon Health
AGL
$1.61B
– –
-529
Closed -$235K
AME icon
316
Ametek
AME
$55B
– –
-1,441
Closed -$213K
AMP icon
317
Ameriprise Financial
AMP
$48.1B
– –
-649
Closed -$214K
AMPL icon
318
Amplitude
AMPL
$1.14B
– –
-28,257
Closed -$327K
ANET icon
319
Arista Networks
ANET
$215B
– –
-4,708
Closed -$216K
APAM icon
320
Artisan Partners
APAM
$2.82B
– –
-7,067
Closed -$264K
APOG icon
321
Apogee Enterprises
APOG
$832M
– –
-4,967
Closed -$234K
APPF icon
322
AppFolio
APPF
$6.23B
– –
-1,277
Closed -$233K
ASTE icon
323
Astec Industries
ASTE
$1.18B
– –
-6,237
Closed -$294K
ATKR icon
324
Atkore
ATKR
$2.4B
– –
-1,709
Closed -$255K
BDC icon
325
Belden
BDC
$4.56B
– –
-3,047
Closed -$294K
11 12
13
14 15

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 2023 Portfolio in Review

As of Q4 2023, Olympiad Research held 466 positions worth $127M, up 25% from $102M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Olympiad Research deployed $13.9M of net new capital in Q4 2023, opening 166 new positions and adding to 67 existing holdings. Its largest new stake was Hess: 13,676 shares worth $1.97M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Chewy, an estimated $453K trimmed.

  • Olympiad Research's largest Q4 2023 buy was Hess: 13,676 shares worth $1.97M.
  • Olympiad Research added most to Splunk Inc in Q4 2023, an estimated $948K increase.
  • Olympiad Research's biggest Q4 2023 reduction was Chewy, cutting an estimated $453K.
  • Olympiad Research fully exited Activision Blizzard in Q4 2023, selling an estimated $2.05M.
  • Olympiad Research's ten largest holdings make up 16% of its $127M portfolio in Q4 2023.
  • Olympiad Research opened 166 new positions and closed 157 in Q4 2023.
  • Olympiad Research's portfolio value rose 25% quarter-over-quarter to $127M.

Based on Olympiad Research's 13F filing for Q4 2023, filed 12 Feb 2024.