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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
IEX icon
176
IDEX
IEX
$17B
$212K 0.22%
+1,013
New +$222K
HD icon
177
Home Depot
HD
$339B
$212K 0.22%
+545
New +$223K
CTSH icon
178
Cognizant
CTSH
$26.2B
$212K 0.22%
+2,756
New +$216K
SLP icon
179
Simulations Plus
SLP
$371M
$211K 0.22%
+7,560
New +$230K
HTH icon
180
Hilltop Holdings
HTH
$2.27B
$210K 0.22%
+7,337
New +$229K
DT icon
181
Dynatrace
DT
$12.8B
$210K 0.22%
+3,861
New +$211K
IMO icon
182
Imperial Oil
IMO
$62B
$210K 0.22%
3,405
-2,107
-38% -$153K
IDXX icon
183
Idexx Laboratories
IDXX
$44.9B
$209K 0.22%
+506
New +$222K
TENB icon
184
Tenable Holdings
TENB
$3.45B
$208K 0.22%
5,287
– –
QCOM icon
185
Qualcomm
QCOM
$168B
$208K 0.22%
1,352
-3,327
-71% -$545K
EPAM icon
186
EPAM Systems
EPAM
$5.52B
$206K 0.21%
881
-805
-48% -$179K
HZO icon
187
MarineMax
HZO
$756M
$205K 0.21%
7,066
– –
OLED icon
188
Universal Display
OLED
$3.77B
$203K 0.21%
1,391
-1,182
-46% -$210K
GIB icon
189
CGI
GIB
$15.5B
$203K 0.21%
+1,858
New +$209K
NWBI icon
190
Northwest Bancshares
NWBI
$2.32B
$202K 0.21%
+15,334
New +$213K
BL icon
191
BlackLine
BL
$1.91B
$202K 0.21%
+3,323
New +$198K
THRM icon
192
Gentherm
THRM
$1.3B
$201K 0.21%
+5,028
New +$211K
RIVN icon
193
Rivian
RIVN
$23.6B
$192K 0.2%
14,409
-23,148
-62% -$266K
PTLO icon
194
Portillo's
PTLO
$346M
$191K 0.2%
+20,322
New +$232K
UDMY
195
DELISTED
Udemy
UDMY
$188K 0.2%
+22,875
New +$184K
UPWK icon
196
Upwork
UPWK
$1.17B
$188K 0.2%
11,474
-8,393
-42% -$121K
TDOC icon
197
Teladoc Health
TDOC
$1.68B
$186K 0.19%
+20,457
New +$198K
SWIM icon
198
Latham Group
SWIM
$647M
$177K 0.18%
25,418
+1,889
+8% +$12.6K
CRGY icon
199
Crescent Energy
CRGY
$3.59B
$174K 0.18%
+11,882
New +$161K
UUUU icon
200
Energy Fuels
UUUU
$2.75B
$169K 0.18%
+33,034
New +$204K
6 7
8
9 10

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.