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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
LHX icon
151
L3Harris
LHX
$56.9B
$237K 0.25%
+1,129
New +$271K
IVZ icon
152
Invesco
IVZ
$13B
$237K 0.25%
+13,560
New +$242K
GFS icon
153
GlobalFoundries
GFS
$26.9B
$236K 0.25%
5,509
-2,798
-34% -$117K
CROX icon
154
Crocs
CROX
$6.75B
$236K 0.25%
+2,158
New +$251K
JBHT icon
155
JB Hunt Transport Services
JBHT
$26.1B
$235K 0.24%
+1,375
New +$246K
NEM icon
156
Newmont
NEM
$96.4B
$233K 0.24%
+6,260
New +$285K
MELI icon
157
Mercado Libre
MELI
$94.4B
$231K 0.24%
136
-1
-0.7% -$1.95K
CHDN icon
158
Churchill Downs
CHDN
$6.22B
$231K 0.24%
1,727
-1,170
-40% -$162K
PRGS icon
159
Progress Software
PRGS
$1.66B
$230K 0.24%
+3,536
New +$236K
FBP icon
160
First Bancorp
FBP
$4.47B
$229K 0.24%
12,318
-2,958
-19% -$59.7K
ZBH icon
161
Zimmer Biomet
ZBH
$18.5B
$228K 0.24%
+2,162
New +$232K
CSGS
162
DELISTED
CSG Systems International
CSGS
$228K 0.24%
4,458
-3,626
-45% -$187K
OKE icon
163
Oneok
OKE
$55.9B
$228K 0.24%
+2,266
New +$232K
MSI icon
164
Motorola Solutions
MSI
$73.1B
$227K 0.24%
491
+17
+4% +$8.07K
LEG icon
165
Leggett & Platt
LEG
$1.47B
$226K 0.24%
+23,545
New +$282K
MEDP icon
166
Medpace
MEDP
$15.9B
$226K 0.24%
680
-214
-24% -$72.6K
TT icon
167
Trane Technologies
TT
$104B
$221K 0.23%
+598
New +$237K
SNBR
168
DELISTED
Sleep Number
SNBR
$221K 0.23%
+14,479
New +$225K
CDE icon
169
Coeur Mining
CDE
$15.4B
$221K 0.23%
38,561
+16,523
+75% +$107K
TFX icon
170
Teleflex
TFX
$5.94B
$219K 0.23%
+1,231
New +$253K
CBU icon
171
Community Bank
CBU
$3.41B
$215K 0.22%
+3,480
New +$223K
MPWR icon
172
Monolithic Power Systems
MPWR
$63B
$214K 0.22%
+361
New +$261K
CCK icon
173
Crown Holdings
CCK
$13.2B
$213K 0.22%
+2,578
New +$235K
AXTA icon
174
Axalta
AXTA
$7.58B
$213K 0.22%
+6,210
New +$234K
BJRI icon
175
BJ's Restaurants
BJRI
$1.45B
$212K 0.22%
6,048
-8,351
-58% -$296K
5 6
7
8 9

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.