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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 | |
|---|---|---|---|---|---|---|
151
Astec Industries
ASTE
$1.17B
| $227K | 0.27% |
+6,599
| New | +$227K |
|
|
GES
152
DELISTED
Guess Inc
GES
| $226K | 0.26% |
+20,408
| New | +$246K |
|
153
Trupanion
TRUP
$1.13B
| $224K | 0.26% |
+6,022
| New | +$250K |
|
154
Vulcan Materials
VMC
$36.8B
| $224K | 0.26% |
+962
| New | +$244K |
|
155
Samsara
IOT
$22.6B
| $224K | 0.26% |
+5,842
| New | +$272K |
|
156
Lockheed Martin
LMT
$131B
| $223K | 0.26% |
499
-75
| -13% | -$34.5K |
|
157
Hexcel
HXL
$7.97B
| $222K | 0.26% |
+4,061
| New | +$254K |
|
158
Ross Stores
ROST
$80.8B
| $222K | 0.26% |
+1,739
| New | +$243K |
|
159
Nexstar Media Group
NXST
$6.01B
| $221K | 0.26% |
+1,235
| New | +$200K |
|
160
World Kinect Corp
WKC
$2.07B
| $221K | 0.26% |
+7,793
| New | +$221K |
|
161
Tenet Healthcare
THC
$22.2B
| $221K | 0.26% |
+1,642
| New | +$216K |
|
162
AppFolio
APPF
$6.62B
| $221K | 0.26% |
1,004
-680
| -40% | -$156K |
|
163
TechnipFMC
FTI
$28.6B
| $221K | 0.26% |
6,959
-4,469
| -39% | -$134K |
|
164
FMC
FMC
$1.25B
| $220K | 0.26% |
5,217
-1,884
| -27% | -$83.7K |
|
165
First Bancorp
FBNC
$2.61B
| $219K | 0.26% |
+5,457
| New | +$230K |
|
166
Applied Industrial Technologies
AIT
$12.4B
| $218K | 0.26% |
+969
| New | +$239K |
|
167
Hecla Mining
HL
$9.49B
| $218K | 0.25% |
39,213
+18,523
| +90% | +$103K |
|
168
Bloom Energy
BE
$46.6B
| $217K | 0.25% |
+11,049
| New | +$264K |
|
169
Expro Ltd
XPRO
$1.66B
| $216K | 0.25% |
+21,687
| New | +$267K |
|
170
M&T Bank
MTB
$36.3B
| $215K | 0.25% |
+1,204
| New | +$228K |
|
171
Cheniere Energy
LNG
$54.2B
| $215K | 0.25% |
+929
| New | +$209K |
|
|
LNW
172
DELISTED
Light & Wonder
LNW
| $215K | 0.25% |
+2,482
| New | +$239K |
|
173
Robinhood
HOOD
$80.7B
| $214K | 0.25% |
+5,149
| New | +$245K |
|
174
Chemed
CHE
$7.16B
| $214K | 0.25% |
+348
| New | +$198K |
|
175
Costco
COST
$432B
| $214K | 0.25% |
+226
| New | +$220K |
|
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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.