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Portfolio (Quarterly) Guide ↗

Olympiad Research LP

· CIK 0001787147
13F Portfolio $48M AUM 138 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 138 New
Page 1 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLF SELECT SECTOR SPDR TR 36,707.0 $2.0M 4.09% NEW $53.61 +7.2%
2 QRVO QORVO INC Technology 17,666.0 $1.6M 3.43% NEW $93.27 +2.5%
3 NWE NORTHWESTERN ENERGY GROUP IN Utilities 22,848.0 $1.6M 3.41% NEW $71.62 -3.0%
4 WBS WEBSTER FINL CORP Financial Services 21,029.0 $1.6M 3.34% NEW $76.42 +1.5%
5 AES AES CORP Utilities 102,389.0 $1.5M 3.12% NEW $14.66 +0.8%
6 NATL NCR ATLEOS CORPORATION Technology 33,542.0 $1.5M 3.03% NEW $43.41 +6.9%
7 WTRG ESSENTIAL UTILS INC Utilities 37,813.0 $1.4M 3.02% NEW $38.31 +4.9%
8 PEN PENUMBRA INC Healthcare 4,389.0 $1.4M 2.88% NEW $315.75 +3.0%
9 EA ELECTRONIC ARTS INC Communication Services 4,983.0 $1.0M 2.13% NEW $205.04 +2.3%
10 OGN ORGANON & CO Healthcare 75,358.0 $1.0M 2.12% NEW $13.54 +1.6%
11 TECH BIO-TECHNE CORP Healthcare 14,154.0 $1000K 2.08% NEW $70.65 +2.4%
12 D DOMINION ENERGY INC Utilities 14,618.0 $998K 2.08% NEW $68.29 -2.5%
13 ROKU ROKU INC Communication Services 7,225.0 $998K 2.08% NEW $138.14 +14.0%
14 RMAX RE/MAX HLDGS INC Real Estate 98,559.0 $972K 2.02% NEW $9.86 +38.1%
15 SLAB SILICON LABORATORIES INC Technology 3,639.0 $795K 1.66% NEW $218.56 -0.3%
16 VAL VALARIS LTD Energy 10,634.0 $772K 1.61% NEW $72.60 +20.9%
17 IHS IHS HOLDING LIMITED Communication Services 91,241.0 $752K 1.56% NEW $8.24 +1.9%
18 UNF UNIFIRST CORP MASS Industrials 2,839.0 $751K 1.56% NEW $264.46 +9.8%
19 AGL AGILON HEALTH INC Healthcare 5,489.0 $588K 1.22% NEW $107.18 -9.9%
20 MU MICRON TECHNOLOGY INC Technology 493.0 $569K 1.18% NEW $1154.29 -16.2%
Page 1 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Healthcare 15.0%
Utilities 14.1%
Industrials 11.4%
Financial Services 9.1%
Communication Services 8.0%
Consumer Cyclical 5.5%
Energy 4.6%
Real Estate 2.4%
Basic Materials 1.9%