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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
Cap. Flow
-$6.35M
Cap. Flow %
-7.41%
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
VMI icon
376
Valmont Industries
VMI
$9.3B
– –
-825
Closed -$253K
VRNS icon
377
Varonis Systems
VRNS
$4.59B
– –
-10,161
Closed -$451K
VVX icon
378
V2X
VVX
$2.83B
– –
-6,382
Closed -$305K
W icon
379
Wayfair
W
$11.2B
– –
-5,865
Closed -$260K
XOM icon
380
ExxonMobil
XOM
$644B
– –
-3,110
Closed -$335K
YEXT icon
381
Yext
YEXT
$547M
– –
-12,886
Closed -$82K
ZBH icon
382
Zimmer Biomet
ZBH
$18.2B
– –
-2,162
Closed -$228K
ASTH icon
383
Astrana Health
ASTH
$1.76B
– –
-9,106
Closed -$287K
GAP
384
The Gap Inc
GAP
$7.23B
– –
-13,836
Closed -$327K
INVX
385
Innovex International
INVX
$1.96B
– –
-25,586
Closed -$357K
SGI
386
Somnigroup International
SGI
$13.7B
– –
-5,013
Closed -$284K
BERY
387
DELISTED
Berry Global Group, Inc.
BERY
– –
-22,418
Closed -$1.45M
PTVE
388
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
– –
-86,505
Closed -$1.51M
FBMS
389
DELISTED
The First Bancshares, Inc.
FBMS
– –
-18,300
Closed -$641K
ALTR
390
DELISTED
Altair Engineering Inc
ALTR
– –
-18,713
Closed -$2.04M
ALTM
391
DELISTED
Arcadium Lithium plc
ALTM
– –
-361,664
Closed -$1.86M
INFN
392
DELISTED
Infinera Corporation Common Stock
INFN
– –
-205,593
Closed -$1.35M
MTTR
393
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
– –
-153,766
Closed -$729K
HCP
394
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
– –
-29,283
Closed -$1M
CTV
395
DELISTED
Innovid Corp.
CTV
– –
-296,073
Closed -$915K
HTLF
396
DELISTED
Heartland Financial USA, Inc.
HTLF
– –
-45,329
Closed -$2.78M
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 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.