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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
MPC icon
101
Marathon Petroleum
MPC
$92.1B
$328K 0.32%
+2,810
New +$327K
CHWY icon
102
Chewy
CHWY
$9B
$327K 0.32%
8,295
-1,502
-15% -$52.3K
MARA icon
103
Marathon Digital Holdings
MARA
$4.45B
$327K 0.32%
23,585
-9,537
-29% -$96K
NSIT icon
104
Insight Enterprises
NSIT
$3.45B
$324K 0.32%
+2,212
New +$297K
TXT icon
105
Textron
TXT
$15.8B
$323K 0.32%
+4,780
New +$315K
VLO icon
106
Valero Energy
VLO
$93B
$322K 0.32%
2,748
+908
+49% +$106K
JBL icon
107
Jabil
JBL
$32.1B
$319K 0.31%
+2,955
New +$260K
SPT icon
108
Sprout Social
SPT
$505M
$319K 0.31%
+6,902
New +$328K
IEX icon
109
IDEX
IEX
$16.4B
$317K 0.31%
+1,474
New +$310K
DUOL icon
110
Duolingo
DUOL
$6.24B
$309K 0.3%
+2,164
New +$310K
QTRX icon
111
Quanterix
QTRX
$184M
$308K 0.3%
+13,667
New +$244K
LNTH icon
112
Lantheus
LNTH
$6.8B
$308K 0.3%
3,671
+305
+9% +$27.4K
LECO icon
113
Lincoln Electric
LECO
$13.4B
$307K 0.3%
1,547
+26
+2% +$4.53K
KN icon
114
Knowles
KN
$3.04B
$307K 0.3%
+16,976
New +$286K
POWI icon
115
Power Integrations
POWI
$3.96B
$306K 0.3%
3,233
+175
+6% +$14.6K
OWL icon
116
Blue Owl Capital
OWL
$6.32B
$306K 0.3%
26,226
-3,993
-13% -$43K
BLNK icon
117
Blink Charging
BLNK
$79.3M
$300K 0.3%
50,129
+30,330
+153% +$210K
PYPL icon
118
PayPal
PYPL
$50.1B
$300K 0.3%
4,492
+555
+14% +$37.8K
EXPO icon
119
Exponent
EXPO
$3.04B
$299K 0.29%
3,200
-237
-7% -$22.3K
ZM icon
120
Zoom
ZM
$26.7B
$297K 0.29%
4,368
+863
+25% +$57.7K
OTIS icon
121
Otis Worldwide
OTIS
$28.2B
$296K 0.29%
3,320
-1,137
-26% -$95.8K
COP icon
122
ConocoPhillips
COP
$141B
$295K 0.29%
+2,849
New +$293K
OEC icon
123
Orion
OEC
$397M
$295K 0.29%
+13,889
New +$335K
GES
124
DELISTED
Guess Inc
GES
$294K 0.29%
+15,103
New +$291K
ZIM icon
125
ZIM Integrated Shipping Services
ZIM
$2.93B
$293K 0.29%
23,647
+14,883
+170% +$239K
3 4
5
6 7

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RL
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PE
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MP
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SP
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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.