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Asset Manager ← All Institutions

Olympiad Research LP

Q4 2025 · Filed 2026-02-17
Market Value
$16.4B
+22784.7%
Holdings
245
-54
New Purchases
41
Added To
9
Closed
149
Reduced
36
Top 10 Concentration
60.4%
Turnover
77.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IMXI 9.38% 1.34% +8.04% $1.5B
HOUS 8.67% 0.70% +7.97% $1.4B
CTLP 8.96% 2.04% +6.92% $1.5B
WTRG 6.08% 0.00% +6.08% $1000M
JHG 6.07% 0.00% +6.07% $999M
PRA 9.18% 3.51% +5.67% $1.5B
TGNA 4.33% 1.04% +3.29% $713M
TRUE 2.86% 0.00% +2.86% $471M
PZZA 2.23% 0.00% +2.23% $366M
FTI 2.23% 0.41% +1.82% $366M
CCRN 2.62% 1.05% +1.57% $431M
KW 1.51% 0.00% +1.51% $249M
GNK 1.50% 0.00% +1.50% $247M
CNC 1.33% 0.00% +1.33% $219M
PCG 1.76% 0.43% +1.33% $290M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 0.00% 4.01% -4.01% $528K
SCS 0.00% 3.63% -3.63% $0
FYBR 0.00% 3.59% -3.59% $0
QQQ 0.00% 3.01% -3.01% $0
GTLS 0.00% 2.11% -2.11% $0
TXNM 0.01% 1.39% -1.39% $1M
EA 0.01% 1.39% -1.38% $2M
K 0.00% 1.07% -1.07% $0
RBLX 0.00% 0.88% -0.88% $211K
RGLD 0.00% 0.83% -0.83% $0
VRSN 0.00% 0.75% -0.74% $307K
ANET 0.00% 0.66% -0.66% $222K
GM 0.00% 0.64% -0.63% $511K
MUX 0.00% 0.62% -0.62% $0
INCY 0.00% 0.61% -0.61% $298K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $2M 0.0%
Large Cap 87 $2.4B 14.5%
Mid Cap 75 $4.0B 24.4%
Small Cap 65 $9.1B 55.6%
Micro Cap 5 $895M 5.4%

Portfolio Analytics

Avg Market Cap
$44.5B
Median Market Cap
$6.9B
Avg P/E
29.9
Median P/E
22.3
Avg Dividend Yield
0.02%
Avg Beta
1.20
# Stocks
242
# ETFs / Funds
3

Top Holdings (245 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IMXI 9.38% 100,469 $1.5B $15,360.00 $1.5B +31,456 +45.6%
2 PRA 9.18% 62,500 $1.5B $24,160.00 $1.5B -42,675 -40.6%
3 CTLP 8.96% 138,760 $1.5B $10,620.00 $1.5B
4 HOUS 8.67% 100,705 $1.4B $14,160.00 $1.4B +53,357 +112.7%
5 WTRG 6.08% 26,056 $1000M $38,359.99 +26,056 NEW
6 JHG 6.07% 21,000 $999M $47,570.00 +21,000 NEW
7 TGNA 4.33% 36,722 $713M $19,410.00 $712M
8 TRUE 2.86% 208,333 $471M $2,260.00 +208,333 NEW
9 CCRN 2.62% 53,201 $431M $8,100.00 $430M
10 FTI 2.23% 8,224 $366M $44,559.95 $366M +830 +11.2%
11 PZZA 2.23% 9,513 $366M $38,489.96 +9,513 NEW
12 SSYS 1.80% 34,034 $295M $8,680.00 $295M
13 PCG 1.76% 18,038 $290M $16,070.02 $290M -2,527 -12.3%
14 AG 1.70% 16,815 $280M $16,660.01 $280M -11,159 -39.9%
15 CDE 1.66% 15,320 $273M $17,830.03 $273M -3,335 -17.9%
16 BOOM 1.56% 38,314 $256M $6,690.01 $256M
17 KW 1.51% 25,720 $249M $9,669.98 +25,720 NEW
18 GNK 1.50% 13,398 $247M $18,429.99 +13,398 NEW
19 PD 1.46% 18,351 $241M $13,110.02 $240M
20 SSRM 1.41% 10,572 $232M $21,919.98 $231M -9,597 -47.6%
21 FSM 1.40% 23,534 $231M $9,810.02 $230M -22,212 -48.6%
22 AGI 1.40% 5,949 $230M $38,579.93 $229M -4,111 -40.9%
23 GPS 1.37% 8,817 $226M $25,599.98 $225M -1,931 -18.0%
24 CNC 1.33% 5,324 $219M $41,150.08 +5,324 NEW
25 ORLA 1.29% 15,742 $212M $13,470.02 $212M -27,119 -63.3%
26 OR 1.29% 5,981 $212M $35,390.07 $211M -1,666 -21.8%
27 IAG 1.19% 11,881 $196M $16,490.03 $196M -18,518 -60.9%
28 SVM 1.15% 22,676 $189M $8,340.01 +22,676 NEW
29 AMN 1.05% 11,003 $173M $15,759.97 $173M -5,008 -31.3%
30 SGRY 1.02% 10,912 $169M $15,449.96 $168M
31 TTEC 1.02% 46,642 $168M $3,600.00 $168M
32 ASM 0.96% 25,536 $159M $6,210.02 +25,536 NEW
33 EXK 0.89% 15,506 $146M $9,399.97 $145M -34,940 -69.3%
34 AVAH 0.87% 17,571 $144M $8,170.00 $143M -14,050 -44.4%
35 CTOS 0.66% 18,962 $109M $5,759.99 +18,962 NEW
36 LUMN 0.62% 13,066 $102M $7,770.01 $101M -2,868 -18.0%
37 GO 0.61% 10,000 $101M $10,100.00 +10,000 NEW
38 GDYN 0.59% 10,715 $97M $9,029.96 +10,715 NEW
39 PRCH 0.56% 10,111 $92M $9,129.96 $92M -11,013 -52.1%
40 TDUP 0.56% 14,439 $92M $6,389.99 +14,439 NEW
41 TGB 0.54% 15,595 $88M $5,660.02 +15,595 NEW
42 SWIM 0.50% 12,960 $82M $6,350.00 +12,960 NEW
43 OIS 0.49% 11,801 $80M $6,770.02 +11,801 NEW
44 TMC 0.46% 12,393 $76M $6,170.02 +12,393 NEW
45 UAMY 0.38% 12,582 $63M $5,020.03 +12,582 NEW
46 JBLU 0.36% 12,886 $59M $4,549.98 +12,886 NEW
47 COTY 0.32% 16,965 $52M $3,079.99 $52M
48 EA 0.01% 9,964 $2M $204.33 $1M +5,000 +100.7%
49 CSGS 0.01% 19,628 $2M $76.69 +19,628 NEW
50 NWE 0.01% 22,848 $1M $64.54 +22,848 NEW
51 BHF 0.01% 19,078 $1M $64.79 $996K +14,564 +322.6%
52 TXNM 0.01% 17,693 $1M $58.88 $41K
53 EXAS 0.01% 9,899 $1M $101.56 +9,899 NEW
54 QRVO 0.01% 10,557 $892K $84.51 +10,557 NEW
55 IWM —% 2,145 $528K $246.16 -$2M -9,766 -82.0%
56 GM —% 6,286 $511K $81.32 $53K -1,235 -16.4%
57 MU —% 1,686 $481K $285.41 +1,686 NEW
58 FDX —% 1,487 $430K $288.86 +1,487 NEW
59 WMT —% 3,684 $410K $111.41 +3,684 NEW
60 JBHT —% 1,874 $364K $194.34 +1,874 NEW
61 FIX —% 390 $364K $933.29 -$38K -97 -19.9%
62 PNC —% 1,563 $326K $208.73 -$89K -505 -24.4%
63 HQY —% 3,490 $320K $91.61 $48K +622 +21.7%
64 VRSN —% 1,265 $307K $242.95 -$229K -652 -34.0%
65 ADBE —% 874 $306K $349.99 +874 NEW
66 APH —% 2,227 $301K $135.14 $22K -25 -1.1%
67 INCY —% 3,017 $298K $98.77 -$143K -2,181 -42.0%
68 SNDK —% 1,196 $284K $237.38 +1,196 NEW
69 AEM —% 1,622 $275K $169.53 -$121K -728 -31.0%
70 PEP —% 1,868 $268K $143.52 +1,868 NEW
71 FLS —% 3,723 $258K $69.38 +3,723 NEW
72 TXRH —% 1,514 $251K $166.00 -$58K -350 -18.8%
73 TJX —% 1,632 $251K $153.61 +1,632 NEW
74 FNV —% 1,196 $248K $207.28 -$82K -282 -19.1%
75 THC —% 1,209 $240K $198.72 $39K +218 +22.0%
76 JNJ —% 1,147 $237K $206.95 $8K -90 -7.3%
77 TRV —% 811 $235K $290.06 +811 NEW
78 EME —% 379 $232K $611.79 $19K +52 +15.9%
79 LRCX —% 1,352 $231K $171.18 +1,352 NEW
80 RE —% 678 $230K $339.35 +678 NEW
81 PNFP —% 2,382 $227K $95.41 +2,382 NEW
82 ANET —% 1,694 $222K $131.03 -$253K -1,568 -48.1%
83 NEM —% 2,220 $222K $99.85 -$100K -1,596 -41.8%
84 IQV —% 975 $220K $225.41 -$88K -646 -39.9%
85 GE —% 713 $220K $308.03 -$73K -259 -26.6%
86 MET —% 2,762 $218K $78.94 +2,762 NEW
87 TT —% 560 $218K $389.20 -$19K -1 -0.2%
88 ANF —% 1,731 $218K $125.87 $13K -659 -27.6%
89 BPOP —% 1,746 $217K $124.52 $13K +137 +8.5%
90 EIX —% 3,612 $217K $60.02 -$99K -2,106 -36.8%
91 ABNB —% 1,574 $214K $135.72 +1,574 NEW
92 RBLX —% 2,598 $211K $81.03 -$424K -1,986 -43.3%
93 PB —% 2,961 $205K $69.11 +2,961 NEW
94 MEDP —% 362 $203K $561.65 +362 NEW
95 SKYW —% 2,000 $201K $100.41 +2,000 NEW
96 MRK —% 1,904 $200K $105.26 -$65K -1,256 -39.8%
97 KBR —% -$215K -4,540 -100.0% SOLD
98 DOV —% -$208K -1,249 -100.0% SOLD
99 CGAU —% -$242K -22,522 -100.0% SOLD
100 BBAI —% -$160K -24,514 -100.0% SOLD

New Positions

SymbolValue% Port
WTRG $1000M 6.08%
JHG $999M 6.07%
TRUE $471M 2.86%
PZZA $366M 2.23%
KW $249M 1.51%
GNK $247M 1.50%
CNC $219M 1.33%
SVM $189M 1.15%
ASM $159M 0.96%
CTOS $109M 0.66%
GO $101M 0.61%
GDYN $97M 0.59%
TDUP $92M 0.56%
TGB $88M 0.54%
SWIM $82M 0.50%

Sold Out Positions

SymbolValue% Port
HRB —%
AMP —%
ARCO —%
ALL —%
EAF —%
HPE —%
DINO —%
M —%
MUX —%
WU —%
AIG —%
KLC —%
HLT —%
STLA —%
SNOW —%
View SEC EDGAR Filings for Olympiad Research LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms