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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
ALL icon
101
Allstate
ALL
$70.4B
$296K 0.31%
1,535
-320
-17% -$62.1K
COUR icon
102
Coursera
COUR
$1.73B
$294K 0.31%
+34,595
New +$267K
KMX icon
103
CarMax
KMX
$8.59B
$293K 0.31%
3,586
-3,535
-50% -$278K
PAAS icon
104
Pan American Silver
PAAS
$17.8B
$290K 0.3%
+14,359
New +$321K
GWW icon
105
W.W. Grainger
GWW
$64.9B
$290K 0.3%
+275
New +$310K
COP icon
106
ConocoPhillips
COP
$144B
$289K 0.3%
2,917
-2,140
-42% -$227K
ASTH icon
107
Astrana Health
ASTH
$1.84B
$287K 0.3%
+9,106
New +$432K
PVH icon
108
PVH
PVH
$3.98B
$287K 0.3%
2,714
+309
+13% +$31.7K
KLAC icon
109
KLA
KLAC
$235B
$286K 0.3%
4,540
-5,750
-56% -$389K
ASPN icon
110
Aspen Aerogels
ASPN
$352M
$285K 0.3%
+24,007
New +$409K
SGI
111
Somnigroup International
SGI
$14.5B
$284K 0.3%
+5,013
New +$267K
GM icon
112
General Motors
GM
$82.2B
$283K 0.3%
+5,320
New +$279K
BOOM icon
113
DMC Global
BOOM
$114M
$282K 0.29%
38,314
– –
ALKT icon
114
Alkami Technology
ALKT
$1.98B
$279K 0.29%
7,610
-5,980
-44% -$223K
LMT icon
115
Lockheed Martin
LMT
$133B
$279K 0.29%
574
-119
-17% -$64.9K
PLTR icon
116
Palantir
PLTR
$298B
$278K 0.29%
+3,678
New +$214K
CNQ icon
117
Canadian Natural Resources
CNQ
$95.8B
$275K 0.29%
8,894
-10,426
-54% -$351K
SBH icon
118
Sally Beauty Holdings
SBH
$1.49B
$273K 0.28%
+26,120
New +$334K
NOC icon
119
Northrop Grumman
NOC
$77.3B
$271K 0.28%
578
+112
+24% +$56.3K
SXT icon
120
Sensient Technologies
SXT
$5.3B
$271K 0.28%
3,806
+698
+22% +$53.8K
DUOL icon
121
Duolingo
DUOL
$6.63B
$267K 0.28%
+825
New +$263K
CRL icon
122
Charles River Laboratories
CRL
$11.7B
$267K 0.28%
+1,445
New +$278K
MCW
123
DELISTED
Mister Car Wash
MCW
$264K 0.27%
+36,164
New +$264K
FFIV icon
124
F5
FFIV
$23.3B
$264K 0.27%
1,048
-488
-32% -$117K
FNKO icon
125
Funko
FNKO
$357M
$263K 0.27%
19,661
-3,871
-16% -$45.5K
3 4
5
6 7

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.