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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 | |
|---|---|---|---|---|---|---|
176
Cathay General Bancorp
CATY
$4.2B
| $239K | 0.24% |
7,427
+1,070
| +17% | +$34K |
|
177
Lockheed Martin
LMT
$135B
| $237K | 0.23% |
+514
| New | +$239K |
|
178
Hilton Worldwide
HLT
$74.9B
| $236K | 0.23% |
1,618
-92
| -5% | -$13.1K |
|
179
Alarm.com
ALRM
$2.68B
| $234K | 0.23% |
+4,535
| New | +$223K |
|
180
Meritage Homes
MTH
$4.87B
| $234K | 0.23% |
+3,290
| New | +$206K |
|
181
LyondellBasell Industries
LYB
$19.1B
| $234K | 0.23% |
+2,546
| New | +$233K |
|
|
BLD
182
DELISTED
TopBuild
BLD
| $233K | 0.23% |
877
-398
| -31% | -$87.5K |
|
|
PRFT
183
DELISTED
Perficient Inc
PRFT
| $232K | 0.23% |
2,784
-281
| -9% | -$20.7K |
|
184
Veeco
VECO
$2.95B
| $230K | 0.23% |
+8,956
| New | +$197K |
|
|
HEES
185
DELISTED
H&E Equipment Services
HEES
| $229K | 0.23% |
+5,014
| New | +$200K |
|
186
Intuit
INTU
$83.9B
| $228K | 0.22% |
497
-274
| -36% | -$120K |
|
187
Cincinnati Financial
CINF
$28.5B
| $227K | 0.22% |
+2,337
| New | +$241K |
|
188
ePlus
PLUS
$2.35B
| $227K | 0.22% |
4,028
-368
| -8% | -$18.1K |
|
189
Masco
MAS
$16.2B
| $227K | 0.22% |
3,952
-1,617
| -29% | -$84.6K |
|
190
Xylem
XYL
$28.6B
| $226K | 0.22% |
2,005
-3,458
| -63% | -$366K |
|
191
Harmonic Inc
HLIT
$1.22B
| $224K | 0.22% |
+13,829
| New | +$222K |
|
192
D.R. Horton
DHI
$41.1B
| $222K | 0.22% |
+1,824
| New | +$199K |
|
193
Lennar Class A
LEN
$20.5B
| $221K | 0.22% |
+1,825
| New | +$199K |
|
194
Genpact
G
$5.51B
| $221K | 0.22% |
+5,884
| New | +$237K |
|
195
Fastenal
FAST
$54.5B
| $220K | 0.22% |
7,450
-2,376
| -24% | -$65K |
|
196
Nano X Imaging
NNOX
$62.7M
| $219K | 0.22% |
14,153
-8,605
| -38% | -$119K |
|
197
AppFolio
APPF
$6.13B
| $219K | 0.22% |
+1,271
| New | +$185K |
|
198
Addus HomeCare
ADUS
$2.16B
| $218K | 0.22% |
+2,357
| New | +$225K |
|
|
AAN
199
DELISTED
The Aaron's Company Inc
AAN
| $216K | 0.21% |
+15,289
| New | +$189K |
|
200
American Eagle Outfitters
AEO
$2.95B
| $216K | 0.21% |
+18,277
| New | +$228K |
|
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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.