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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
PD icon
76
PagerDuty
PD
$795M
$335K 0.35%
18,351
– –
XOM icon
77
ExxonMobil
XOM
$634B
$335K 0.35%
+3,110
New +$364K
EWCZ
78
DELISTED
European Wax Center
EWCZ
$334K 0.35%
50,000
+26,939
+117% +$177K
FTI icon
79
TechnipFMC
FTI
$28.9B
$331K 0.34%
+11,428
New +$325K
F icon
80
Ford
F
$59.6B
$329K 0.34%
33,252
-3,628
-10% -$38.7K
SNCY
81
DELISTED
Sun Country Airlines
SNCY
$329K 0.34%
+22,541
New +$306K
GRMN
82
Garmin
GRMN
$48.9B
$329K 0.34%
+1,593
New +$312K
RMD icon
83
ResMed
RMD
$30.3B
$328K 0.34%
+1,435
New +$346K
ADSK icon
84
Autodesk
ADSK
$50.1B
$328K 0.34%
+1,110
New +$328K
GAP
85
The Gap Inc
GAP
$7.28B
$327K 0.34%
13,836
-345
-2% -$7.86K
SPSC icon
86
SPS Commerce
SPSC
$2.51B
$326K 0.34%
1,773
-755
-30% -$142K
MRVL icon
87
Marvell Technology
MRVL
$157B
$325K 0.34%
+2,946
New +$273K
BROS icon
88
Dutch Bros
BROS
$8.87B
$324K 0.34%
6,192
-6,987
-53% -$308K
MCY icon
89
Mercury Insurance
MCY
$6.07B
$323K 0.34%
+4,861
New +$342K
PLXS icon
90
Plexus
PLXS
$6.69B
$322K 0.34%
+2,059
New +$315K
SHOP icon
91
Shopify
SHOP
$169B
$321K 0.33%
+3,018
New +$294K
NVMI
92
Nova
NVMI
$12.8B
$320K 0.33%
1,627
-1,335
-45% -$257K
TXRH icon
93
Texas Roadhouse
TXRH
$13.5B
$320K 0.33%
+1,772
New +$334K
ABT icon
94
Abbott
ABT
$187B
$317K 0.33%
+2,799
New +$323K
CPNG icon
95
Coupang
CPNG
$27.7B
$314K 0.33%
+14,278
New +$350K
VVX icon
96
V2X
VVX
$2.82B
$305K 0.32%
6,382
+1,022
+19% +$60.6K
LCII icon
97
LCI Industries
LCII
$2.62B
$304K 0.32%
+2,944
New +$340K
EOG icon
98
EOG Resources
EOG
$74.4B
$303K 0.32%
2,473
-1,214
-33% -$155K
SSYS icon
99
Stratasys
SSYS
$690M
$303K 0.32%
34,037
– –
ITRI icon
100
Itron
ITRI
$4.75B
$298K 0.31%
2,740
+622
+29% +$69.5K
2 3
4
5 6

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.