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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
+0.03%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$85.6M
AUM Growth
-$10.3M
(-11%)
Cap. Flow
-$6.35M
Cap. Flow
% of AUM
-7.41%
Top 10 Holdings %
Top 10 Hldgs %
26.47%
Holding
396
New
157
Increased
34
Reduced
22
Closed
167
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ENFN
Enfusion, Inc.
ENFN
|
+$2.48M |
| 2 |
IPG
Interpublic Group of Companies
IPG
|
+$1.61M |
| 3 |
ANSS
Ansys
ANSS
|
+$1.29M |
| 4 |
RDUS
Radius Recycling
RDUS
|
+$1.11M |
| 5 |
SPR
Spirit AeroSystems
SPR
|
+$1.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HTLF
Heartland Financial USA, Inc.
HTLF
|
+$2.78M |
| 2 |
K
Kellanova
K
|
+$2.51M |
| 3 |
ALTR
Altair Engineering Inc
ALTR
|
+$2.04M |
| 4 |
CHX
ChampionX
CHX
|
+$1.86M |
| 5 |
ALTM
Arcadium Lithium plc
ALTM
|
+$1.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 18.99% |
| 2 | Technology | 17.24% |
| 3 | Consumer Discretionary | 15.44% |
| 4 | Financials | 14.93% |
| 5 | Communication Services | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Imperial Oil
IMO
$62.3B
| $299K | 0.35% |
4,131
+726
| +21% | +$49.9K |
|
77
Allegiant Air
ALGT
$2.57B
| $299K | 0.35% |
+5,783
| New | +$465K |
|
78
WIX.com
WIX
$2.56B
| $296K | 0.35% |
1,813
-52
| -3% | -$10.8K |
|
79
Xcel Energy
XEL
$49.2B
| $296K | 0.35% |
+4,178
| New | +$284K |
|
80
TransDigm Group
TDG
$70.7B
| $292K | 0.34% |
+211
| New | +$281K |
|
81
Primerica
PRI
$10.1B
| $291K | 0.34% |
+1,021
| New | +$291K |
|
82
Parker-Hannifin
PH
$120B
| $288K | 0.34% |
+473
| New | +$309K |
|
83
Amazon
AMZN
$2.44T
| $287K | 0.34% |
+1,511
| New | +$328K |
|
84
Commault Systems
CVLT
$4.98B
| $287K | 0.34% |
1,819
+226
| +14% | +$37.2K |
|
85
OFG Bancorp
OFG
$2.21B
| $286K | 0.33% |
+7,158
| New | +$300K |
|
86
Lithia Motors
LAD
$9.75B
| $285K | 0.33% |
+971
| New | +$331K |
|
87
Align Technology
ALGN
$12.9B
| $285K | 0.33% |
+1,794
| New | +$352K |
|
88
Synchrony
SYF
$24.4B
| $285K | 0.33% |
+5,382
| New | +$333K |
|
89
Alcoa
AA
$11.3B
| $284K | 0.33% |
+9,326
| New | +$327K |
|
90
PROG Holdings
PRG
$1.71B
| $284K | 0.33% |
+10,676
| New | +$377K |
|
91
Roblox
RBLX
$35.9B
| $284K | 0.33% |
+4,870
| New | +$306K |
|
92
Methanex
MEOH
$4.23B
| $284K | 0.33% |
+8,081
| New | +$363K |
|
93
Universal Health Services
UHS
$10.2B
| $283K | 0.33% |
+1,508
| New | +$275K |
|
94
Graco
GGG
$13.2B
| $283K | 0.33% |
+3,387
| New | +$287K |
|
95
Prosperity Bancshares
PB
$8.9B
| $282K | 0.33% |
+3,950
| New | +$299K |
|
96
Trinity Industries
TRN
$2.92B
| $282K | 0.33% |
+10,039
| New | +$337K |
|
97
Wingstop
WING
$3.8B
| $281K | 0.33% |
1,247
-152
| -11% | -$39.5K |
|
98
RLI Corp
RLI
$6.02B
| $281K | 0.33% |
+3,496
| New | +$266K |
|
99
Dover
DOV
$26.7B
| $278K | 0.32% |
+1,580
| New | +$304K |
|
100
First Bancorp
FBP
$4.41B
| $276K | 0.32% |
14,418
+2,100
| +17% | +$40.8K |
|
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CCG
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IPHI
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OM
PEP
Olympiad Research's Q1 2025 Portfolio in Review
As of Q1 2025, Olympiad Research held 396 positions worth $85.6M, down 11% from $96M the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Olympiad Research withdrew a net $6.35M in Q1 2025, closing 167 positions and reducing 22 holdings. Its most notable exit was Heartland Financial USA, Inc., an estimated $2.78M position sold in full.
By sector, the portfolio is most concentrated in Industrials at 19% of assets, up from 7.4% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Olympiad Research opened a new position in Enfusion, Inc. worth $2.5M.
- Olympiad Research's largest Q1 2025 buy was Enfusion, Inc.: 224,012 shares worth $2.5M.
- Olympiad Research added most to Interpublic Group of Companies in Q1 2025, an estimated $1.61M increase.
- Olympiad Research's biggest Q1 2025 reduction was ChampionX, cutting an estimated $1.86M.
- Olympiad Research fully exited Heartland Financial USA, Inc. in Q1 2025, selling an estimated $2.78M.
- Olympiad Research's ten largest holdings make up 26% of its $85.6M portfolio in Q1 2025.
- Olympiad Research opened 157 new positions and closed 167 in Q1 2025.
- Olympiad Research's portfolio value fell 11% quarter-over-quarter to $85.6M.
Based on Olympiad Research's 13F filing for Q1 2025, filed 13 May 2025.