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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
FN icon
301
Fabrinet
FN
$15.7B
– –
-2,047
Closed -$484K
FORM icon
302
FormFactor
FORM
$8.21B
– –
-7,184
Closed -$330K
FRO icon
303
Frontline
FRO
$8.7B
– –
-18,436
Closed -$421K
FROG icon
304
JFrog
FROG
$9.5B
– –
-7,870
Closed -$229K
FTDR icon
305
Frontdoor
FTDR
$5.16B
– –
-6,115
Closed -$293K
FULT icon
306
Fulton Financial
FULT
$4.66B
– –
-13,418
Closed -$243K
GCO icon
307
Genesco
GCO
$429M
– –
-8,157
Closed -$222K
GDDY icon
308
GoDaddy
GDDY
$13.2B
– –
-1,336
Closed -$209K
GENI icon
309
Genius Sports
GENI
$1.87B
– –
-26,692
Closed -$209K
GOLF icon
310
Acushnet Holdings
GOLF
$5.88B
– –
-3,643
Closed -$232K
GPI icon
311
Group 1 Automotive
GPI
$3.53B
– –
-858
Closed -$329K
HCSG icon
312
Healthcare Services Group
HCSG
$1.58B
– –
-18,160
Closed -$203K
HE icon
313
Hawaiian Electric Industries
HE
$2.28B
– –
-10,793
Closed -$104K
HGV icon
314
Hilton Grand Vacations
HGV
$3.64B
– –
-15,856
Closed -$576K
HOV icon
315
Hovnanian Enterprises
HOV
$758M
– –
-1,102
Closed -$225K
HPQ icon
316
HP
HPQ
$24.6B
– –
-16,226
Closed -$582K
HUBS icon
317
HubSpot
HUBS
$11.9B
– –
-439
Closed -$233K
HURN icon
318
Huron Consulting
HURN
$2.61B
– –
-2,748
Closed -$299K
IBM icon
319
IBM
IBM
$209B
– –
-1,005
Closed -$222K
IDCC icon
320
InterDigital
IDCC
$7.84B
– –
-3,357
Closed -$475K
INSG icon
321
Inseego
INSG
$111M
– –
-11,277
Closed -$184K
INTU icon
322
Intuit
INTU
$86.3B
– –
-1,277
Closed -$793K
IPAR icon
323
Interparfums
IPAR
$4.02B
– –
-3,902
Closed -$505K
IQV icon
324
IQVIA
IQV
$39.1B
– –
-956
Closed -$227K
IRBT
325
DELISTED
iRobot
IRBT
– –
-10,187
Closed -$88.5K
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 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.