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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
TGNA
26
DELISTED
TEGNA Inc
TGNA
$672K 0.7%
36,722
– –
FBMS
27
DELISTED
The First Bancshares, Inc.
FBMS
$641K 0.67%
18,300
-12,727
-41% -$443K
M icon
28
Macy's
M
$6.47B
$607K 0.63%
35,868
– –
NVDA icon
29
NVIDIA
NVDA
$4.82T
$577K 0.6%
4,295
+1,591
+59% +$219K
LTH icon
30
Life Time Group Holdings
LTH
$9.54B
$556K 0.58%
+25,146
New +$601K
AMED
31
DELISTED
Amedisys
AMED
$532K 0.55%
5,865
-15,077
-72% -$1.38M
WEAV icon
32
Weave Communications
WEAV
$519M
$503K 0.52%
+31,615
New +$445K
KTB icon
33
Kontoor Brands
KTB
$4.67B
$498K 0.52%
+5,832
New +$500K
NCLH icon
34
Norwegian Cruise Line
NCLH
$9.11B
$497K 0.52%
+19,301
New +$488K
WDAY icon
35
Workday
WDAY
$36.4B
$492K 0.51%
+1,907
New +$487K
ASAN icon
36
Asana
ASAN
$1.75B
$484K 0.5%
23,895
-44,448
-65% -$703K
DM
37
DELISTED
Desktop Metal, Inc.
DM
$476K 0.5%
203,252
+101,419
+100% +$429K
CHWY icon
38
Chewy
CHWY
$8.9B
$466K 0.49%
+13,900
New +$432K
INTA icon
39
Intapp
INTA
$2.25B
$459K 0.48%
7,168
-2,767
-28% -$159K
VRNS icon
40
Varonis Systems
VRNS
$5.25B
$451K 0.47%
10,161
+2,073
+26% +$108K
AVPT icon
41
AvePoint
AVPT
$2.68B
$451K 0.47%
+27,331
New +$415K
PTC icon
42
PTC
PTC
$14.2B
$449K 0.47%
2,442
+129
+6% +$24.5K
ILMN icon
43
Illumina
ILMN
$28.9B
$448K 0.47%
+3,355
New +$478K
DV icon
44
DoubleVerify
DV
$1.67B
$447K 0.47%
23,292
+2,971
+15% +$56K
SHAK icon
45
Shake Shack
SHAK
$2.43B
$439K 0.46%
+3,382
New +$414K
HELE icon
46
Helen of Troy
HELE
$674M
$434K 0.45%
+7,258
New +$483K
BWA icon
47
BorgWarner
BWA
$13B
$431K 0.45%
+13,542
New +$461K
HAS icon
48
Hasbro
HAS
$12.7B
$423K 0.44%
+7,569
New +$494K
FRSH icon
49
Freshworks
FRSH
$3B
$419K 0.44%
25,920
-15,935
-38% -$226K
DASH icon
50
DoorDash
DASH
$79.3B
$417K 0.44%
2,488
-2,494
-50% -$410K
1
2
3 4 5

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PFA
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RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $48.5M AUM 23.48% 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

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.