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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
+9.29%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$15.8M
(+18%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
10.89%
Top 10 Holdings %
Top 10 Hldgs %
18.63%
Holding
343
New
139
Increased
55
Reduced
46
Closed
89
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TRTN
Triton International Limited
TRTN
|
+$1.94M |
| 2 |
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
|
+$1.94M |
| 3 |
NATI
National Instruments Corp
NATI
|
+$1.7M |
| 4 |
FRG
Franchise Group, Inc.
FRG
|
+$1.5M |
| 5 |
ARNC
Arconic Corporation
ARNC
|
+$1.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TA
TravelCenters of America LLC
TA
|
+$2.05M |
| 2 |
ROCC
Ranger Oil Corporation Class A Common Stock
ROCC
|
+$2.03M |
| 3 |
KBAL
Kimball International
KBAL
|
+$2.03M |
| 4 |
XM
Qualtrics International Inc. Class A Common Stock
XM
|
+$2.02M |
| 5 |
MNTV
Momentive Global Inc. Common Stock
MNTV
|
+$2.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.27% |
| 2 | Industrials | 17.4% |
| 3 | Healthcare | 16.72% |
| 4 | Consumer Discretionary | 10.46% |
| 5 | Financials | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Armstrong World Industries
AWI
$6.86B
| $259K | 0.25% |
+3,520
| New | +$240K |
|
152
Okta
OKTA
$24.1B
| $255K | 0.25% |
+3,675
| New | +$279K |
|
153
Leggett & Platt
LEG
$1.52B
| $253K | 0.25% |
+8,526
| New | +$268K |
|
154
Mueller Industries
MLI
$14.1B
| $252K | 0.25% |
11,540
-15,808
| -58% | -$300K |
|
155
La-Z-Boy
LZB
$1.59B
| $251K | 0.25% |
+8,776
| New | +$245K |
|
156
Yeti Holdings
YETI
$3.82B
| $251K | 0.25% |
+6,465
| New | +$250K |
|
157
StoneCo
STNE
$2.62B
| $251K | 0.25% |
+19,704
| New | +$246K |
|
158
Allegion
ALLE
$13B
| $250K | 0.25% |
2,087
+4
| +0.2% | +$437 |
|
159
Mercado Libre
MELI
$91.3B
| $250K | 0.25% |
+211
| New | +$265K |
|
160
Tyler Technologies
TYL
$12.2B
| $249K | 0.25% |
+598
| New | +$230K |
|
161
LiveRamp
RAMP
$2.29B
| $249K | 0.24% |
+8,704
| New | +$216K |
|
162
Chipotle Mexican Grill
CMG
$40.8B
| $248K | 0.24% |
+5,800
| New | +$229K |
|
163
Mettler-Toledo International
MTD
$26.8B
| $248K | 0.24% |
189
+33
| +21% | +$46.4K |
|
164
SunCoke Energy
SXC
$757M
| $247K | 0.24% |
31,415
+7,747
| +33% | +$60.8K |
|
165
Airbnb
ABNB
$83.7B
| $246K | 0.24% |
1,923
-287
| -13% | -$33.6K |
|
166
PENN Entertainment
PENN
$2.74B
| $242K | 0.24% |
+10,088
| New | +$269K |
|
167
Amkor Technology
AMKR
$16.1B
| $242K | 0.24% |
+8,137
| New | +$198K |
|
168
Caterpillar
CAT
$409B
| $242K | 0.24% |
983
-194
| -16% | -$43.3K |
|
169
DHT Holdings
DHT
$2.97B
| $242K | 0.24% |
+28,343
| New | +$248K |
|
|
PACW
170
DELISTED
PacWest Bancorp
PACW
| $242K | 0.24% |
29,634
+11,983
| +68% | +$96.6K |
|
171
Visteon
VC
$2.77B
| $241K | 0.24% |
+1,680
| New | +$239K |
|
172
Synchrony
SYF
$23.7B
| $241K | 0.24% |
+7,105
| New | +$217K |
|
173
Protolabs
PRLB
$1.86B
| $240K | 0.24% |
+6,879
| New | +$219K |
|
174
Bank OZK
OZK
$5.49B
| $240K | 0.24% |
+5,974
| New | +$214K |
|
|
MRO
175
DELISTED
Marathon Oil Corporation
MRO
| $240K | 0.24% |
+10,408
| New | +$245K |
|
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Olympiad Research's Q2 2023 Portfolio in Review
As of Q2 2023, Olympiad Research held 343 positions worth $102M, up 18% from $85.7M the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Olympiad Research deployed $11.1M of net new capital in Q2 2023, opening 139 new positions and adding to 55 existing holdings. Its largest new stake was Triton International Limited: 23,985 shares worth $2M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was Xylem, an estimated $366K trimmed.
- Olympiad Research's largest Q2 2023 buy was Triton International Limited: 23,985 shares worth $2M.
- Olympiad Research added most to National Instruments Corp in Q2 2023, an estimated $1.7M increase.
- Olympiad Research's biggest Q2 2023 reduction was Xylem, cutting an estimated $366K.
- Olympiad Research fully exited TravelCenters of America LLC in Q2 2023, selling an estimated $2.05M.
- Olympiad Research's ten largest holdings make up 19% of its $102M portfolio in Q2 2023.
- Olympiad Research opened 139 new positions and closed 89 in Q2 2023.
- Olympiad Research's portfolio value rose 18% quarter-over-quarter to $102M.
Based on Olympiad Research's 13F filing for Q2 2023, filed 25 Jul 2023.