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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 | |
|---|---|---|---|---|---|---|
126
Marriott Vacations Worldwide
VAC
$3.53B
| $248K | 0.29% |
+3,861
| New | +$307K |
|
127
Wabtec
WAB
$49.3B
| $247K | 0.29% |
+1,364
| New | +$262K |
|
128
Pentair
PNR
$10.6B
| $246K | 0.29% |
+2,817
| New | +$268K |
|
129
HEICO Corp Class A
HEI.A
$36B
| $246K | 0.29% |
+1,166
| New | +$226K |
|
130
Zegna
ZGN
$4.01B
| $246K | 0.29% |
+33,228
| New | +$274K |
|
131
Trane Technologies
TT
$98.8B
| $246K | 0.29% |
729
+131
| +22% | +$47.3K |
|
132
GoDaddy
GDDY
$13.9B
| $244K | 0.29% |
+1,357
| New | +$259K |
|
133
Inspire Medical Systems
INSP
$1.47B
| $244K | 0.29% |
+1,534
| New | +$278K |
|
134
Artisan Partners
APAM
$2.86B
| $243K | 0.28% |
6,223
+683
| +12% | +$28.9K |
|
|
JHG
135
DELISTED
Janus Henderson
JHG
| $241K | 0.28% |
+6,667
| New | +$275K |
|
136
Kirby Corp
KEX
$7.01B
| $241K | 0.28% |
+2,386
| New | +$249K |
|
|
GRMN
137
Garmin
GRMN
$56.9B
| $240K | 0.28% |
1,105
-488
| -31% | -$105K |
|
138
Preferred Bank
PFBC
$1.24B
| $240K | 0.28% |
+2,865
| New | +$248K |
|
139
Howard Hughes
HHH
$3.94B
| $238K | 0.28% |
+3,215
| New | +$243K |
|
140
Ubiquiti
UI
$31.6B
| $237K | 0.28% |
+765
| New | +$270K |
|
|
BASE
141
DELISTED
Couchbase
BASE
| $233K | 0.27% |
14,767
-1,128
| -7% | -$18.7K |
|
142
Edison International
EIX
$30.3B
| $232K | 0.27% |
+3,936
| New | +$226K |
|
143
SEI Investments
SEIC
$12.3B
| $232K | 0.27% |
+2,984
| New | +$240K |
|
144
Huntington Bancshares
HBAN
$34B
| $232K | 0.27% |
+15,427
| New | +$249K |
|
145
SunCoke Energy
SXC
$794M
| $230K | 0.27% |
24,946
+10,361
| +71% | +$99.5K |
|
146
Atlantic Union Bankshares
AUB
$6.05B
| $229K | 0.27% |
+7,369
| New | +$262K |
|
147
ITT
ITT
$17.1B
| $229K | 0.27% |
+1,774
| New | +$253K |
|
|
X
148
DELISTED
US Steel
X
| $229K | 0.27% |
+5,421
| New | +$205K |
|
149
Idexx Laboratories
IDXX
$44.9B
| $228K | 0.27% |
542
+36
| +7% | +$15.6K |
|
|
DOO
150
Bombardier Recreational Products
DOO
$4.48B
| $227K | 0.27% |
+6,728
| New | +$296K |
|
Similar funds
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.