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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
$61.2M
AUM Growth
-$24.4M
Cap. Flow
-$27.6M
Cap. Flow %
-44.99%
Top 10 Hldgs %
31.51%
Holding
315
New
86
Increased
27
Reduced
46
Closed
145

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
2
AZEK
The AZEK Co
AZEK
+$1.8M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.15M
4
TXNM
TXNM Energy Inc
TXNM
+$963K
5
PRA
ProAssurance
PRA
+$876K

Top Sells

Rank Stock Value
1
EVRI
Everi Holdings
EVRI
+$2.51M
2
ENFN
Enfusion, Inc.
ENFN
+$2.5M
3
IPG
Interpublic Group of Companies
IPG
+$2.49M
4
SPR
Spirit AeroSystems
SPR
+$2.06M
5
AGS
PlayAGS
AGS
+$2.03M

Sector Composition

Rank Sector Weight
1 Industrials 15.43%
2 Technology 13.76%
3 Financials 12.4%
4 Consumer Discretionary 11.2%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGYS icon
176
Agilysys
AGYS
$2.93B
– –
-3,448
Closed -$250K
AIT icon
177
Applied Industrial Technologies
AIT
$12.9B
– –
-969
Closed -$218K
ALGN icon
178
Align Technology
ALGN
$12.1B
– –
-1,794
Closed -$285K
ALGT icon
179
Allegiant Air
ALGT
$2.67B
– –
-5,783
Closed -$299K
ALK icon
180
Alaska Air
ALK
$5.2B
– –
-7,273
Closed -$358K
AMZN icon
181
Amazon
AMZN
$2.5T
– –
-1,511
Closed -$287K
ANF icon
182
Abercrombie & Fitch
ANF
$4.42B
– –
-3,425
Closed -$262K
APAM icon
183
Artisan Partners
APAM
$2.84B
– –
-6,223
Closed -$243K
APPF icon
184
AppFolio
APPF
$6.1B
– –
-1,004
Closed -$221K
ASPN icon
185
Aspen Aerogels
ASPN
$388M
– –
-58,545
Closed -$374K
ASTE icon
186
Astec Industries
ASTE
$1.29B
– –
-6,599
Closed -$227K
AUB icon
187
Atlantic Union Bankshares
AUB
$6B
– –
-7,369
Closed -$229K
AVDX
188
DELISTED
AvidXchange
AVDX
– –
-19,971
Closed -$169K
AVGO icon
189
Broadcom
AVGO
$1.82T
– –
-1,959
Closed -$328K
BASE
190
DELISTED
Couchbase
BASE
– –
-14,767
Closed -$233K
BE icon
191
Bloom Energy
BE
$53.5B
– –
-11,049
Closed -$217K
KEEL
192
Keel Infrastructure Corp
KEEL
$2.46B
– –
-24,156
Closed -$19K
BKR icon
193
Baker Hughes
BKR
$60.1B
– –
-5,808
Closed -$255K
BRKL
194
DELISTED
Brookline Bancorp
BRKL
– –
-34,795
Closed -$379K
BRKR icon
195
Bruker
BRKR
$9.17B
– –
-6,471
Closed -$270K
BVS icon
196
Bioventus
BVS
$834M
– –
-13,048
Closed -$119K
CFG icon
197
Citizens Financial Group
CFG
$30B
– –
-6,589
Closed -$270K
CHE icon
198
Chemed
CHE
$6.77B
– –
-348
Closed -$214K
CHX
199
DELISTED
ChampionX
CHX
– –
-33,267
Closed -$991K
CMG icon
200
Chipotle Mexican Grill
CMG
$42.6B
– –
-6,920
Closed -$347K
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
FWM
FLP Wealth Management Bentonville, Arkansas $48.5M AUM 23.48% 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

Olympiad Research's Q2 2025 Portfolio in Review

As of Q2 2025, Olympiad Research held 315 positions worth $61.2M, down 28% from $85.6M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Olympiad Research withdrew a net $27.6M in Q2 2025, closing 145 positions and reducing 46 holdings. Its most notable exit was Everi Holdings, an estimated $2.51M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 15% of assets, down from 19% a quarter earlier, followed by Technology and Financials.

Against the trend, Olympiad Research opened a new position in iShares Russell 2000 ETF worth $4.17M.

  • Olympiad Research's largest Q2 2025 buy was iShares Russell 2000 ETF: 19,306 shares worth $4.17M.
  • Olympiad Research added most to ProAssurance in Q2 2025, an estimated $876K increase.
  • Olympiad Research's biggest Q2 2025 reduction was Ansys, cutting an estimated $1.99M.
  • Olympiad Research fully exited Everi Holdings in Q2 2025, selling an estimated $2.51M.
  • Olympiad Research's ten largest holdings make up 32% of its $61.2M portfolio in Q2 2025.
  • Olympiad Research opened 86 new positions and closed 145 in Q2 2025.
  • Olympiad Research's portfolio value fell 28% quarter-over-quarter to $61.2M.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.