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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
HNST icon
201
The Honest Company
HNST
$412M
$168K 0.18%
+24,271
New +$137K
TFSL icon
202
TFS Financial
TFSL
$5.11B
$167K 0.17%
+13,259
New +$176K
GOOS
203
Canada Goose Holdings
GOOS
$903M
$166K 0.17%
16,543
+2,549
+18% +$26K
ACEL icon
204
Accel Entertainment
ACEL
$1B
$162K 0.17%
+15,152
New +$173K
ATEC icon
205
Alphatec Holdings
ATEC
$1.48B
$160K 0.17%
+17,401
New +$139K
LIND icon
206
Lindblad Expeditions
LIND
$1.95B
$156K 0.16%
+13,165
New +$151K
SXC icon
207
SunCoke Energy
SXC
$794M
$156K 0.16%
14,585
-30,733
-68% -$329K
NXE icon
208
NexGen Energy
NXE
$5.91B
$156K 0.16%
+23,579
New +$178K
GOGO icon
209
Gogo Inc
GOGO
$525M
$152K 0.16%
18,731
-25,570
-58% -$191K
GDRX icon
210
GoodRx Holdings
GDRX
$1.09B
$147K 0.15%
+31,530
New +$173K
BVS icon
211
Bioventus
BVS
$889M
$144K 0.15%
13,697
-7,317
-35% -$86.5K
EVGO icon
212
EVgo
EVGO
$219M
$139K 0.15%
+34,364
New +$218K
REAL icon
213
The RealReal
REAL
$1.41B
$136K 0.14%
+12,454
New +$66.2K
SCS
214
DELISTED
Steelcase
SCS
$134K 0.14%
+11,349
New +$146K
SAND
215
DELISTED
Sandstorm Gold
SAND
$133K 0.14%
+23,871
New +$138K
LOCO icon
216
El Pollo Loco
LOCO
$503M
$130K 0.14%
+11,242
New +$142K
BMBL icon
217
Bumble
BMBL
$387M
$129K 0.13%
+15,873
New +$123K
CTKB icon
218
Cytek Biosciences
CTKB
$566M
$127K 0.13%
19,601
+6,617
+51% +$39.4K
CMRC
219
Commerce.com Inc Series 1
CMRC
$272M
$126K 0.13%
20,595
– –
AGNT
220
AGNT Inc
AGNT
$629M
$119K 0.12%
10,381
-28,465
-73% -$375K
LUMN icon
221
Lumen
LUMN
$6.43B
$107K 0.11%
+20,226
New +$140K
RIOT icon
222
Riot Platforms
RIOT
$6.9B
$107K 0.11%
+10,489
New +$114K
CYRX icon
223
CryoPort
CYRX
$753M
$103K 0.11%
+13,222
New +$98.6K
HL icon
224
Hecla Mining
HL
$9.49B
$102K 0.11%
+20,690
New +$124K
SSRM icon
225
SSR Mining
SSRM
$5.19B
$93.9K 0.1%
+13,486
New +$83.9K
7 8
9
10 11

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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.