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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
+4.99%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$152M
AUM Growth
+$25.2M
Cap. Flow
+$20.1M
Cap. Flow %
13.21%
Top 10 Hldgs %
13.78%
Holding
502
New
193
Increased
71
Reduced
66
Closed
154

Top Buys

Rank Stock Value
1
SWN
Southwestern Energy Company
SWN
+$2.15M
2
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$1.98M
3
MGRC icon
McGrath RentCorp
MGRC
+$1.94M
4
ERF
Enerplus Corporation
ERF
+$1.88M
5
STER
Sterling Check Corp. Common Stock
STER
+$1.79M

Top Sells

Rank Stock Value
1
SPLK
Splunk Inc
SPLK
+$2.02M
2
KRTX
Karuna Therapeutics, Inc. Common Stock
KRTX
+$2M
3
IMGN
Immunogen Inc
IMGN
+$1.99M
4
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$1.96M
5
TXNM
TXNM Energy Inc
TXNM
+$850K

Sector Composition

Rank Sector Weight
1 Industrials 19.63%
2 Consumer Discretionary 17.95%
3 Technology 16.15%
4 Financials 12.8%
5 Healthcare 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPLN
426
Openlane
OPLN
$4.22B
– –
-17,186
Closed -$255K
KEX icon
427
Kirby Corp
KEX
$7.09B
– –
-3,531
Closed -$277K
KFRC icon
428
Kforce
KFRC
$1.01B
– –
-7,001
Closed -$473K
KLAC icon
429
KLA
KLAC
$243B
– –
-5,230
Closed -$304K
KN icon
430
Knowles
KN
$3.15B
– –
-16,687
Closed -$299K
KRP icon
431
Kimbell Royalty Partners
KRP
$1.47B
– –
-15,111
Closed -$227K
LEG icon
432
Leggett & Platt
LEG
$1.35B
– –
-21,001
Closed -$550K
LEN icon
433
Lennar Class A
LEN
$19.8B
– –
-3,613
Closed -$521K
LILAK icon
434
Liberty Latin America Class C
LILAK
$1.63B
– –
-12,725
Closed -$84.9K
LPRO
435
Open Lending Corp
LPRO
– –
-29,219
Closed -$249K
LUNG icon
436
Pulmonx
LUNG
$71.8M
– –
-12,012
Closed -$153K
MAN icon
437
ManpowerGroup
MAN
$2.44B
– –
-8,328
Closed -$662K
MCHP icon
438
Microchip Technology
MCHP
$40.6B
– –
-6,361
Closed -$574K
MDB icon
439
MongoDB
MDB
$27.1B
– –
-1,259
Closed -$515K
MHK icon
440
Mohawk Industries
MHK
$7.44B
– –
-4,141
Closed -$429K
MTG icon
441
MGIC Investment
MTG
$6.15B
– –
-14,108
Closed -$272K
MTH icon
442
Meritage Homes
MTH
$4.61B
– –
-3,054
Closed -$266K
MUR icon
443
Murphy Oil
MUR
$5.63B
– –
-7,946
Closed -$339K
NCNO icon
444
nCino
NCNO
$2.03B
– –
-13,088
Closed -$440K
NNOX icon
445
Nano X Imaging
NNOX
$68.1M
– –
-16,832
Closed -$107K
NOC icon
446
Northrop Grumman
NOC
$77B
– –
-764
Closed -$358K
NSC icon
447
Norfolk Southern
NSC
$75.6B
– –
-1,131
Closed -$267K
NSP icon
448
Insperity
NSP
$1.92B
– –
-3,643
Closed -$427K
NVMI
449
Nova
NVMI
$12.6B
– –
-2,052
Closed -$282K
NXPI icon
450
NXP Semiconductors
NXPI
$58.3B
– –
-2,883
Closed -$662K
16 17
18
19 20

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 2024 Portfolio in Review

As of Q1 2024, Olympiad Research held 502 positions worth $152M, up 20% from $127M the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Olympiad Research deployed $20.1M of net new capital in Q1 2024, opening 193 new positions and adding to 71 existing holdings. Its largest new stake was Southwestern Energy Company: 315,951 shares worth $2.39M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, down from 20% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was DoorDash, an estimated $536K trimmed.

  • Olympiad Research's largest Q1 2024 buy was Southwestern Energy Company: 315,951 shares worth $2.39M.
  • Olympiad Research added most to Axonics, Inc. Common Stock in Q1 2024, an estimated $1.68M increase.
  • Olympiad Research's biggest Q1 2024 reduction was DoorDash, cutting an estimated $536K.
  • Olympiad Research fully exited Splunk Inc in Q1 2024, selling an estimated $2.02M.
  • Olympiad Research's ten largest holdings make up 14% of its $152M portfolio in Q1 2024.
  • Olympiad Research opened 193 new positions and closed 154 in Q1 2024.
  • Olympiad Research's portfolio value rose 20% quarter-over-quarter to $152M.

Based on Olympiad Research's 13F filing for Q1 2024, filed 13 May 2024.