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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
SNDR icon
401
Schneider National
SNDR
$5.98B
– –
-7,319
Closed -$209K
SNOW icon
402
Snowflake
SNOW
$103B
– –
-2,218
Closed -$255K
SPSM icon
403
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
– –
-4,688
Closed -$213K
SRI icon
404
Stoneridge
SRI
$200M
– –
-10,778
Closed -$121K
SSTK icon
405
Shutterstock
SSTK
$198M
– –
-12,154
Closed -$430K
STNG icon
406
Scorpio Tankers
STNG
$3.76B
– –
-11,095
Closed -$791K
SWBI icon
407
Smith & Wesson
SWBI
$669M
– –
-24,977
Closed -$324K
SWKS icon
408
Skyworks Solutions
SWKS
$9.4B
– –
-8,063
Closed -$796K
TASK icon
409
TaskUs
TASK
$542M
– –
-11,054
Closed -$143K
TBBK icon
410
The Bancorp
TBBK
$2.7B
– –
-5,662
Closed -$303K
TEL icon
411
TE Connectivity
TEL
$59.9B
– –
-3,588
Closed -$542K
TER icon
412
Teradyne
TER
$57.2B
– –
-1,790
Closed -$240K
TEX icon
413
Terex
TEX
$7.11B
– –
-5,695
Closed -$301K
TFII icon
414
TFI International
TFII
$11B
– –
-1,762
Closed -$241K
TSN icon
415
Tyson Foods
TSN
$21.4B
– –
-4,526
Closed -$270K
TTEK icon
416
Tetra Tech
TTEK
$8.31B
– –
-4,734
Closed -$223K
TU icon
417
Telus
TU
$16.8B
– –
-16,146
Closed -$271K
UHS icon
418
Universal Health Services
UHS
$9.88B
– –
-1,135
Closed -$260K
UPBD icon
419
Upbound Group
UPBD
$1.17B
– –
-10,491
Closed -$336K
UPST icon
420
Upstart Holdings
UPST
$2.59B
– –
-8,660
Closed -$346K
URBN icon
421
Urban Outfitters
URBN
$6.49B
– –
-7,561
Closed -$290K
VC icon
422
Visteon
VC
$2.8B
– –
-4,500
Closed -$429K
VLO icon
423
Valero Energy
VLO
$92.6B
– –
-3,236
Closed -$437K
VNOM icon
424
Viper Energy
VNOM
$8.48B
– –
-11,029
Closed -$498K
VVV icon
425
Valvoline
VVV
$4.9B
– –
-11,181
Closed -$468K
15 16
17
18 19

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.