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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
+10.12%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$37.6M
AUM Growth
-$34.3M
Cap. Flow
-$35.2M
Cap. Flow %
-93.63%
Top 10 Hldgs %
37.91%
Holding
248
New
44
Increased
9
Reduced
36
Closed
149

Top Buys

Rank Stock Value
1
CSGS
CSG Systems International
CSGS
+$1.45M
2
NWE icon
NorthWestern Energy
NWE
+$1.45M
3
WTRG icon
Essential Utilities
WTRG
+$1.03M
4
EA icon
Electronic Arts
EA
+$1.01M
5
QRVO icon
Qorvo
QRVO
+$932K

Top Sells

Rank Stock Value
1
SCS
Steelcase
SCS
+$2.61M
2
FYBR
Frontier Communications
FYBR
+$2.58M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$2.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.16M
5
GTLS
Chart Industries
GTLS
+$1.52M

Sector Composition

Rank Sector Weight
1 Technology 22.2%
2 Financials 14.62%
3 Utilities 10.7%
4 Healthcare 10.27%
5 Materials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VISN
126
Vistance Networks Inc
VISN
$2.61B
– –
-26,520
Closed -$411K
CRCT icon
127
Cricut
CRCT
$1.01B
– –
-11,827
Closed -$74.4K
CRGY icon
128
Crescent Energy
CRGY
$3.65B
– –
-12,452
Closed -$111K
CRI icon
129
Carter's
CRI
$1.43B
– –
-10,627
Closed -$300K
CRM icon
130
Salesforce
CRM
$154B
– –
-959
Closed -$227K
CRNC icon
131
Cerence
CRNC
$359M
– –
-15,893
Closed -$198K
CVGW
132
DELISTED
Calavo Growers
CVGW
– –
-9,012
Closed -$232K
CWH icon
133
Camping World
CWH
$384M
– –
-16,109
Closed -$254K
CXM icon
134
Sprinklr
CXM
$1.51B
– –
-14,474
Closed -$112K
DAL icon
135
Delta Air Lines
DAL
$56.7B
– –
-5,841
Closed -$331K
DELL icon
136
Dell
DELL
$239B
– –
-2,952
Closed -$419K
DINO icon
137
HF Sinclair
DINO
$16.2B
– –
-6,294
Closed -$329K
DKNG icon
138
DraftKings
DKNG
$12.2B
– –
-7,866
Closed -$294K
DOCN icon
139
DigitalOcean
DOCN
$12.5B
– –
-8,116
Closed -$277K
DOMO icon
140
Domo
DOMO
$171M
– –
-22,213
Closed -$352K
DOV icon
141
Dover
DOV
$26.7B
– –
-1,249
Closed -$208K
EAF icon
142
GrafTech
EAF
$184M
– –
-14,943
Closed -$192K
EGO icon
143
Eldorado Gold
EGO
$8.33B
– –
-12,690
Closed -$367K
ENVX icon
144
Enovix
ENVX
$803M
– –
-17,336
Closed -$173K
EQX icon
145
Equinox Gold
EQX
$7.07B
– –
-30,843
Closed -$346K
ERO icon
146
Ero Copper
ERO
$2.64B
– –
-12,237
Closed -$248K
EVR icon
147
Evercore
EVR
$11.8B
– –
-867
Closed -$292K
FCX icon
148
Freeport-McMoran
FCX
$86.2B
– –
-5,679
Closed -$223K
FICO icon
149
Fair Isaac
FICO
$31.8B
– –
-162
Closed -$242K
FLNC icon
150
Fluence Energy
FLNC
$1.58B
– –
-25,263
Closed -$273K
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 2025 Portfolio in Review

As of Q4 2025, Olympiad Research held 248 positions worth $37.6M, down 48% from $71.9M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Olympiad Research withdrew a net $35.2M in Q4 2025, closing 149 positions and reducing 36 holdings. Its most notable exit was Steelcase, an estimated $2.61M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 17% a quarter earlier, followed by Financials and Utilities.

Against the trend, Olympiad Research opened a new position in CSG Systems International worth $1.51M.

  • Olympiad Research's largest Q4 2025 buy was CSG Systems International: 19,628 shares worth $1.51M.
  • Olympiad Research added most to Electronic Arts in Q4 2025, an estimated $1.01M increase.
  • Olympiad Research's biggest Q4 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $2.4M.
  • Olympiad Research fully exited Steelcase in Q4 2025, selling an estimated $2.61M.
  • Olympiad Research's ten largest holdings make up 38% of its $37.6M portfolio in Q4 2025.
  • Olympiad Research opened 44 new positions and closed 149 in Q4 2025.
  • Olympiad Research's portfolio value fell 48% quarter-over-quarter to $37.6M.

Based on Olympiad Research's 13F filing for Q4 2025, filed 17 Feb 2026.