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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
JAMF
326
DELISTED
Jamf
JAMF
– –
-13,648
Closed -$237K
JPM icon
327
JPMorgan Chase
JPM
$933B
– –
-1,168
Closed -$246K
JWN
328
DELISTED
Nordstrom
JWN
– –
-22,594
Closed -$508K
KBR icon
329
KBR
KBR
$4.36B
– –
-7,249
Closed -$472K
KELYA icon
330
Kelly Services Class A
KELYA
$521M
– –
-10,974
Closed -$235K
KFRC icon
331
Kforce
KFRC
$1.02B
– –
-3,483
Closed -$214K
KLIC icon
332
Kulicke & Soffa
KLIC
$4.62B
– –
-8,199
Closed -$370K
KMPR icon
333
Kemper
KMPR
$1.71B
– –
-3,395
Closed -$208K
KN icon
334
Knowles
KN
$3.08B
– –
-27,423
Closed -$494K
MZTI
335
The Marzetti Company
MZTI
$2.95B
– –
-1,187
Closed -$210K
LEA icon
336
Lear
LEA
$7.33B
– –
-3,472
Closed -$379K
LKQ icon
337
LKQ Corp
LKQ
$5.76B
– –
-7,010
Closed -$280K
LMAT icon
338
LeMaitre Vascular
LMAT
$2.34B
– –
-2,690
Closed -$250K
LOGI icon
339
Logitech
LOGI
$14.5B
– –
-8,828
Closed -$792K
LPG icon
340
Dorian LPG
LPG
$1.98B
– –
-23,129
Closed -$796K
LSTR icon
341
Landstar System
LSTR
$5.75B
– –
-1,085
Closed -$205K
LYB icon
342
LyondellBasell Industries
LYB
$19.5B
– –
-2,802
Closed -$269K
MAN icon
343
ManpowerGroup
MAN
$2.41B
– –
-3,525
Closed -$259K
MAS icon
344
Masco
MAS
$14.2B
– –
-3,533
Closed -$297K
MCHP icon
345
Microchip Technology
MCHP
$40.7B
– –
-9,560
Closed -$768K
MD icon
346
Pediatrix Medical
MD
$2.17B
– –
-15,123
Closed -$175K
MGM icon
347
MGM Resorts International
MGM
$11.7B
– –
-12,711
Closed -$497K
MHK icon
348
Mohawk Industries
MHK
$7.29B
– –
-1,887
Closed -$303K
MHO icon
349
M/I Homes
MHO
$3.87B
– –
-2,247
Closed -$385K
MITK icon
350
Mitek Systems
MITK
$771M
– –
-28,433
Closed -$247K
12 13
14
15 16

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.