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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
MLI icon
351
Mueller Industries
MLI
$14.7B
– –
-13,230
Closed -$490K
MOS icon
352
The Mosaic Company
MOS
$7.03B
– –
-7,811
Closed -$209K
MQ icon
353
Marqeta
MQ
$1.83B
– –
-5,757
Closed -$113K
MSCI icon
354
MSCI
MSCI
$41.6B
– –
-347
Closed -$202K
MUFG icon
355
Mitsubishi UFJ Financial
MUFG
$253B
– –
-10,036
Closed -$102K
NCNO icon
356
nCino
NCNO
$2.02B
– –
-24,962
Closed -$789K
NRDS icon
357
NerdWallet
NRDS
$592M
– –
-16,711
Closed -$212K
NSSC icon
358
Napco Security Technologies
NSSC
$1.32B
– –
-18,542
Closed -$750K
NTAP icon
359
NetApp
NTAP
$35B
– –
-5,104
Closed -$630K
NXST icon
360
Nexstar Media Group
NXST
$5.82B
– –
-1,603
Closed -$265K
OFG icon
361
OFG Bancorp
OFG
$2.23B
– –
-8,256
Closed -$371K
OSCR icon
362
Oscar Health
OSCR
$9.41B
– –
-9,783
Closed -$207K
OSK icon
363
Oshkosh
OSK
$8.79B
– –
-2,116
Closed -$212K
OSW icon
364
OneSpaWorld
OSW
$2.62B
– –
-15,334
Closed -$253K
OTIS icon
365
Otis Worldwide
OTIS
$27.4B
– –
-2,182
Closed -$227K
OVV icon
366
Ovintiv
OVV
$17.3B
– –
-8,673
Closed -$332K
PAG icon
367
Penske Automotive Group
PAG
$14.3B
– –
-1,752
Closed -$285K
PCOR icon
368
Procore
PCOR
$8.26B
– –
-9,899
Closed -$611K
PDFS icon
369
PDF Solutions
PDFS
$1.93B
– –
-7,978
Closed -$253K
PGNY icon
370
Progyny
PGNY
$2.44B
– –
-15,077
Closed -$253K
PH icon
371
Parker-Hannifin
PH
$123B
– –
-365
Closed -$231K
PJT icon
372
PJT Partners
PJT
$4.35B
– –
-2,326
Closed -$310K
PLYA
373
DELISTED
Playa Hotels & Resorts
PLYA
– –
-13,521
Closed -$105K
POWI icon
374
Power Integrations
POWI
$3.38B
– –
-7,707
Closed -$494K
PRG icon
375
PROG Holdings
PRG
$1.75B
– –
-5,331
Closed -$259K
13 14
15
16 17

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.