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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 | |
|---|---|---|---|---|---|---|
101
Invesco
IVZ
$12.4B
| $272K | 0.32% |
17,920
+4,360
| +32% | +$74.4K |
|
102
Deckers Outdoor
DECK
$14.1B
| $271K | 0.32% |
+2,422
| New | +$391K |
|
103
Bruker
BRKR
$9.4B
| $270K | 0.32% |
+6,471
| New | +$337K |
|
104
Citizens Financial Group
CFG
$30.1B
| $270K | 0.32% |
+6,589
| New | +$294K |
|
105
Toro Company
TTC
$8.79B
| $267K | 0.31% |
3,676
+481
| +15% | +$38K |
|
106
Pfizer
PFE
$143B
| $267K | 0.31% |
+10,553
| New | +$276K |
|
107
DTE Energy
DTE
$29.9B
| $266K | 0.31% |
+1,927
| New | +$246K |
|
108
Okta
OKTA
$23.8B
| $266K | 0.31% |
+2,524
| New | +$247K |
|
109
PNC Financial Services
PNC
$99.1B
| $262K | 0.31% |
+1,493
| New | +$282K |
|
110
WisdomTree
WT
$2.79B
| $262K | 0.31% |
29,356
+6,578
| +29% | +$61.3K |
|
111
Abercrombie & Fitch
ANF
$4.55B
| $262K | 0.31% |
+3,425
| New | +$369K |
|
112
Frontier Group Holdings
ULCC
$1.5B
| $259K | 0.3% |
+59,620
| New | +$444K |
|
|
SRDX
113
DELISTED
Surmodics
SRDX
| $258K | 0.3% |
8,464
| – | – |
|
114
SS&C Technologies
SSNC
$18.9B
| $258K | 0.3% |
+3,084
| New | +$255K |
|
115
Ingevity
NGVT
$2.46B
| $257K | 0.3% |
+6,504
| New | +$288K |
|
116
Canadian Pacific Kansas City
CP
$81B
| $257K | 0.3% |
+3,655
| New | +$278K |
|
117
Baker Hughes
BKR
$58.3B
| $255K | 0.3% |
+5,808
| New | +$259K |
|
118
Public Service Enterprise Group
PEG
$38.7B
| $254K | 0.3% |
+3,085
| New | +$257K |
|
119
Booking.com
BKNG
$156B
| $253K | 0.3% |
+1,375
| New | +$263K |
|
120
Kemper
KMPR
$1.81B
| $253K | 0.3% |
+3,780
| New | +$251K |
|
121
German American Bancorp
GABC
$1.93B
| $252K | 0.29% |
+6,729
| New | +$265K |
|
122
Flywire
FLYW
$2.04B
| $250K | 0.29% |
26,362
+9,348
| +55% | +$147K |
|
123
Agilysys
AGYS
$3.21B
| $250K | 0.29% |
3,448
+738
| +27% | +$67.5K |
|
|
UCB
124
United Community Banks
UCB
$4.26B
| $250K | 0.29% |
+8,888
| New | +$278K |
|
125
Maximus
MMS
$3.32B
| $249K | 0.29% |
+3,646
| New | +$260K |
|
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PFA
RP
CCG
CT
IPHI
EGI
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.