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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
+0.03%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.6M
AUM Growth
-$10.3M
(-11%)
Cap. Flow
-$6.35M
Cap. Flow
% of AUM
-7.41%
Top 10 Holdings %
Top 10 Hldgs %
26.47%
Holding
396
New
157
Increased
34
Reduced
22
Closed
167
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ENFN
Enfusion, Inc.
ENFN
|
+$2.48M |
| 2 |
IPG
Interpublic Group of Companies
IPG
|
+$1.61M |
| 3 |
ANSS
Ansys
ANSS
|
+$1.29M |
| 4 |
RDUS
Radius Recycling
RDUS
|
+$1.11M |
| 5 |
SPR
Spirit AeroSystems
SPR
|
+$1.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HTLF
Heartland Financial USA, Inc.
HTLF
|
+$2.78M |
| 2 |
K
Kellanova
K
|
+$2.51M |
| 3 |
ALTR
Altair Engineering Inc
ALTR
|
+$2.04M |
| 4 |
CHX
ChampionX
CHX
|
+$1.86M |
| 5 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 18.99% |
| 2 | Technology | 17.24% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Financials | 14.93% |
| 5 | Communication Services | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Gartner
IT
$10.1B
| – | – |
-804
| Closed | -$390K |
|
302
Itron
ITRI
$4.36B
| – | – |
-2,740
| Closed | -$298K |
|
303
iShares Russell 2000 ETF
IWM
$79.8B
| – | – |
-5,176
| Closed | -$1.14M |
|
304
JB Hunt Transport Services
JBHT
$25.5B
| – | – |
-1,375
| Closed | -$235K |
|
|
K
305
DELISTED
Kellanova
K
| – | – |
-31,017
| Closed | -$2.51M |
|
306
KLA
KLAC
$239B
| – | – |
-4,540
| Closed | -$286K |
|
307
CarMax
KMX
$8.13B
| – | – |
-3,586
| Closed | -$293K |
|
308
Kontoor Brands
KTB
$4.63B
| – | – |
-5,832
| Closed | -$498K |
|
309
LCI Industries
LCII
$2.49B
| – | – |
-2,944
| Closed | -$304K |
|
310
Leggett & Platt
LEG
$1.34B
| – | – |
-23,545
| Closed | -$226K |
|
311
Levi Strauss
LEVI
$9.44B
| – | – |
-20,104
| Closed | -$348K |
|
312
L3Harris
LHX
$51.6B
| – | – |
-1,129
| Closed | -$237K |
|
313
Lindblad Expeditions
LIND
$1.94B
| – | – |
-13,165
| Closed | -$156K |
|
314
El Pollo Loco
LOCO
$501M
| – | – |
-11,242
| Closed | -$130K |
|
315
Lam Research
LRCX
$367B
| – | – |
-3,339
| Closed | -$241K |
|
316
Life Time Group Holdings
LTH
$10.1B
| – | – |
-25,146
| Closed | -$556K |
|
317
Lumen
LUMN
$6.57B
| – | – |
-20,226
| Closed | -$107K |
|
318
LegalZoom.com
LZ
$1.35B
| – | – |
-10,439
| Closed | -$78.4K |
|
319
Manhattan Associates
MANH
$11.2B
| – | – |
-890
| Closed | -$241K |
|
|
MCW
320
DELISTED
Mister Car Wash
MCW
| – | – |
-36,164
| Closed | -$264K |
|
321
Mercury Insurance
MCY
$5.93B
| – | – |
-4,861
| Closed | -$323K |
|
322
Medtronic
MDT
$109B
| – | – |
-3,110
| Closed | -$248K |
|
323
Medpace
MEDP
$16.1B
| – | – |
-680
| Closed | -$226K |
|
324
Mercado Libre
MELI
$95.2B
| – | – |
-136
| Closed | -$231K |
|
325
Ramaco Resources Class A
METC
$599M
| – | – |
-24,656
| Closed | -$247K |
|
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Olympiad Research's Q1 2025 Portfolio in Review
As of Q1 2025, Olympiad Research held 396 positions worth $85.6M, down 11% from $96M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Olympiad Research withdrew a net $6.35M in Q1 2025, closing 167 positions and reducing 22 holdings. Its most notable exit was Heartland Financial USA, Inc., an estimated $2.78M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 19% of assets, up from 7.4% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Olympiad Research opened a new position in Enfusion, Inc. worth $2.5M.
- Olympiad Research's largest Q1 2025 buy was Enfusion, Inc.: 224,012 shares worth $2.5M.
- Olympiad Research added most to Interpublic Group of Companies in Q1 2025, an estimated $1.61M increase.
- Olympiad Research's biggest Q1 2025 reduction was ChampionX, cutting an estimated $1.86M.
- Olympiad Research fully exited Heartland Financial USA, Inc. in Q1 2025, selling an estimated $2.78M.
- Olympiad Research's ten largest holdings make up 26% of its $85.6M portfolio in Q1 2025.
- Olympiad Research opened 157 new positions and closed 167 in Q1 2025.
- Olympiad Research's portfolio value fell 11% quarter-over-quarter to $85.6M.
Based on Olympiad Research's 13F filing for Q1 2025, filed 13 May 2025.