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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
W icon
126
Wayfair
W
$11.8B
$260K 0.27%
+5,865
New +$277K
HIMS icon
127
Hims & Hers Health
HIMS
$5.79B
$259K 0.27%
10,715
-3,527
-25% -$87.4K
CCL icon
128
Carnival Corporation Ltd
CCL
$38.1B
$256K 0.27%
+10,285
New +$241K
LDOS icon
129
Leidos
LDOS
$14.4B
$256K 0.27%
1,777
-140
-7% -$23.3K
TTC icon
130
Toro Company
TTC
$8.79B
$256K 0.27%
3,195
-1,726
-35% -$145K
TNL icon
131
Travel + Leisure Co
TNL
$4.76B
$255K 0.27%
5,055
-11,858
-70% -$602K
PEN icon
132
Penumbra
PEN
$12.6B
$253K 0.26%
+1,066
New +$242K
VMI icon
133
Valmont Industries
VMI
$8.86B
$253K 0.26%
+825
New +$266K
ARLO icon
134
Arlo Technologies
ARLO
$1.58B
$252K 0.26%
22,554
-15,900
-41% -$185K
TMO icon
135
Thermo Fisher Scientific
TMO
$214B
$252K 0.26%
+484
New +$266K
MDT icon
136
Medtronic
MDT
$112B
$248K 0.26%
+3,110
New +$269K
BASE
137
DELISTED
Couchbase
BASE
$248K 0.26%
+15,895
New +$271K
METC icon
138
Ramaco Resources Class A
METC
$629M
$247K 0.26%
24,656
-6,459
-21% -$71.8K
VAL icon
139
Valaris
VAL
$5.14B
$247K 0.26%
+5,573
New +$268K
ONTO icon
140
Onto Innovation
ONTO
$10.9B
$246K 0.26%
+1,478
New +$270K
GE icon
141
GE Aerospace
GE
$364B
$242K 0.25%
+1,453
New +$259K
PRAA icon
142
PRA Group
PRAA
$672M
$242K 0.25%
+11,582
New +$247K
LRCX icon
143
Lam Research
LRCX
$316B
$241K 0.25%
3,339
-3,911
-54% -$297K
MANH icon
144
Manhattan Associates
MANH
$12.1B
$241K 0.25%
+890
New +$254K
CVLT icon
145
Commault Systems
CVLT
$4.98B
$240K 0.25%
1,593
-1,426
-47% -$229K
WT icon
146
WisdomTree
WT
$2.79B
$239K 0.25%
22,778
-2,282
-9% -$24.7K
THG icon
147
Hanover Insurance
THG
$8.13B
$239K 0.25%
1,543
-1,048
-40% -$162K
APAM icon
148
Artisan Partners
APAM
$2.86B
$238K 0.25%
5,540
-1,643
-23% -$75K
AME icon
149
Ametek
AME
$53.9B
$238K 0.25%
+1,322
New +$241K
TROW icon
150
T. Rowe Price
TROW
$25.5B
$238K 0.25%
+2,106
New +$244K
4 5
6
7 8

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.