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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
APPF icon
51
AppFolio
APPF
$6.31B
$415K 0.43%
1,684
-346
-17% -$81K
CWAN
52
DELISTED
Clearwater Analytics
CWAN
$409K 0.43%
+14,879
New +$422K
XLE icon
53
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$407K 0.42%
+9,506
New +$432K
WIX icon
54
WIX.com
WIX
$2.45B
$400K 0.42%
1,865
+668
+56% +$128K
ADBE icon
55
Adobe
ADBE
$99B
$398K 0.42%
896
-638
-42% -$316K
WING icon
56
Wingstop
WING
$3.67B
$398K 0.41%
+1,399
New +$476K
IT icon
57
Gartner
IT
$10.4B
$390K 0.41%
+804
New +$415K
STRA icon
58
Strategic Education
STRA
$1.84B
$386K 0.4%
+4,135
New +$386K
DIN icon
59
Dine Brands
DIN
$458M
$385K 0.4%
12,785
-245
-2% -$7.88K
ACI icon
60
Albertsons Companies
ACI
$5.67B
$381K 0.4%
19,423
-18,247
-48% -$346K
RNG icon
61
RingCentral
RNG
$4.77B
$378K 0.39%
10,788
-4,480
-29% -$161K
BMI icon
62
Badger Meter
BMI
$3.9B
$371K 0.39%
+1,749
New +$381K
ESTC icon
63
Elastic
ESTC
$6.46B
$369K 0.38%
+3,720
New +$344K
FTNT icon
64
Fortinet
FTNT
$110B
$365K 0.38%
3,862
-1,810
-32% -$161K
OPCH icon
65
Option Care Health
OPCH
$3.53B
$360K 0.38%
+15,520
New +$392K
INVX
66
Innovex International
INVX
$1.79B
$357K 0.37%
+25,586
New +$384K
AGYS icon
67
Agilysys
AGYS
$3.12B
$357K 0.37%
2,710
-4,558
-63% -$558K
YETI icon
68
Yeti Holdings
YETI
$3.93B
$351K 0.37%
+9,121
New +$362K
FLYW icon
69
Flywire
FLYW
$2.04B
$351K 0.37%
17,014
+4,460
+36% +$87.1K
LEVI icon
70
Levi Strauss
LEVI
$9.8B
$348K 0.36%
+20,104
New +$356K
FMC icon
71
FMC
FMC
$1.37B
$345K 0.36%
+7,101
New +$415K
CNMD icon
72
CONMED
CNMD
$1.33B
$340K 0.35%
+4,972
New +$346K
BHE icon
73
Benchmark Electronics
BHE
$2.76B
$340K 0.35%
+7,488
New +$348K
AVDX
74
DELISTED
AvidXchange
AVDX
$340K 0.35%
+32,877
New +$321K
SRDX
75
DELISTED
Surmodics
SRDX
$335K 0.35%
8,464
-40,127
-83% -$1.56M
1 2
3
4 5

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.