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Olympiad Research Portfolio holdings

AUM $32.8M
1-Year Est. Return 50.11%
This Fund
S&P 500
This Quarter Est. Return
+9.29%
1 Year Est. Return
+50.11%
3 Year Est. Return
+116.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$15.8M
Cap. Flow
+$11.1M
Cap. Flow %
10.89%
Top 10 Hldgs %
18.63%
Holding
343
New
139
Increased
55
Reduced
46
Closed
89

Top Buys

Rank Stock Value
1
TRTN
Triton International Limited
TRTN
+$1.94M
2
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$1.94M
3
NATI
National Instruments Corp
NATI
+$1.7M
4
FRG
Franchise Group, Inc.
FRG
+$1.5M
5
ARNC
Arconic Corporation
ARNC
+$1.43M

Top Sells

Rank Stock Value
1
TA
TravelCenters of America LLC
TA
+$2.05M
2
ROCC
Ranger Oil Corporation Class A Common Stock
ROCC
+$2.03M
3
KBAL
Kimball International
KBAL
+$2.03M
4
XM
Qualtrics International Inc. Class A Common Stock
XM
+$2.02M
5
MNTV
Momentive Global Inc. Common Stock
MNTV
+$2.01M

Sector Composition

Rank Sector Weight
1 Technology 32.27%
2 Industrials 17.4%
3 Healthcare 16.72%
4 Consumer Discretionary 10.46%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEDG icon
51
SolarEdge
SEDG
$3.1B
$466K 0.46%
+1,731
New +$496K
DT icon
52
Dynatrace
DT
$13B
$466K 0.46%
9,048
-2,336
-21% -$109K
SYK icon
53
Stryker
SYK
$122B
$465K 0.46%
1,523
+613
+67% +$177K
TSEM icon
54
Tower Semiconductor
TSEM
$26.9B
$464K 0.46%
12,379
– –
HUBS icon
55
HubSpot
HUBS
$11.2B
$455K 0.45%
855
-219
-20% -$103K
CVNA icon
56
Carvana
CVNA
$47.5B
$447K 0.44%
86,175
-16,820
-16% -$46.6K
CRS icon
57
Carpenter Technology
CRS
$28.4B
$445K 0.44%
+7,920
New +$388K
QLYS icon
58
Qualys
QLYS
$5.62B
$443K 0.44%
3,433
+333
+11% +$41K
YOU icon
59
Clear Secure
YOU
$5.68B
$438K 0.43%
+18,916
New +$468K
PCTY icon
60
Paylocity
PCTY
$6.65B
$428K 0.42%
2,321
+919
+66% +$168K
AMPL icon
61
Amplitude
AMPL
$1.27B
$422K 0.42%
38,347
+6,892
+22% +$74.3K
IR icon
62
Ingersoll Rand
IR
$31.8B
$421K 0.42%
+6,448
New +$381K
EW icon
63
Edwards Lifesciences
EW
$49.5B
$421K 0.41%
4,462
-1,475
-25% -$128K
INMD icon
64
InMode
INMD
$884M
$417K 0.41%
11,170
-1,152
-9% -$40.2K
ADBE icon
65
Adobe
ADBE
$91.5B
$415K 0.41%
849
-120
-12% -$48.3K
DCI icon
66
Donaldson
DCI
$10.5B
$412K 0.41%
+6,592
New +$412K
KLAC icon
67
KLA
KLAC
$287B
$409K 0.4%
8,440
+950
+13% +$39.7K
TTD icon
68
Trade Desk
TTD
$8.65B
$409K 0.4%
5,297
+856
+19% +$57.9K
BKI
69
DELISTED
Black Knight, Inc. Common Stock
BKI
$407K 0.4%
6,820
– –
BR icon
70
Broadridge
BR
$17.1B
$403K 0.4%
+2,435
New +$368K
AOS icon
71
A.O. Smith
AOS
$8.05B
$394K 0.39%
+5,414
New +$371K
NARI
72
DELISTED
Inari Medical, Inc. Common Stock
NARI
$393K 0.39%
6,766
+959
+17% +$60.5K
RNG icon
73
RingCentral
RNG
$3.45B
$393K 0.39%
+12,004
New +$369K
FVRR icon
74
Fiverr
FVRR
$398M
$387K 0.38%
14,863
+6,087
+69% +$183K
AMP icon
75
Ameriprise Financial
AMP
$47.5B
$379K 0.37%
1,140
+402
+54% +$124K
1 2
3
4 5

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RL
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PE
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MP
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QCA
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WTG
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VL
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Olympiad Research's Q2 2023 Portfolio in Review

As of Q2 2023, Olympiad Research held 343 positions worth $102M, up 18% from $85.7M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Olympiad Research deployed $11.1M of net new capital in Q2 2023, opening 139 new positions and adding to 55 existing holdings. Its largest new stake was Triton International Limited: 23,985 shares worth $2M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Xylem, an estimated $366K trimmed.

  • Olympiad Research's largest Q2 2023 buy was Triton International Limited: 23,985 shares worth $2M.
  • Olympiad Research added most to National Instruments Corp in Q2 2023, an estimated $1.7M increase.
  • Olympiad Research's biggest Q2 2023 reduction was Xylem, cutting an estimated $366K.
  • Olympiad Research fully exited TravelCenters of America LLC in Q2 2023, selling an estimated $2.05M.
  • Olympiad Research's ten largest holdings make up 19% of its $102M portfolio in Q2 2023.
  • Olympiad Research opened 139 new positions and closed 89 in Q2 2023.
  • Olympiad Research's portfolio value rose 18% quarter-over-quarter to $102M.

Based on Olympiad Research's 13F filing for Q2 2023, filed 25 Jul 2023.