Keebeck Alpha

Olympiad Research as of June 30, 2023

Portfolio Holdings for Olympiad Research

Olympiad Research holds 254 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Univar 2.0 $2.0M 57k 35.84
Radius Global Infrastrctre I Com Cl A 2.0 $2.0M 136k 14.90
Syneos Health Cl A 2.0 $2.0M 48k 42.14
ARGO GROUP INTERNATIONAL Holdi Com Stk 2.0 $2.0M 68k 29.61
Triton Intl Cl A 2.0 $2.0M 24k 83.26
National Instruments 2.0 $2.0M 35k 57.40
NuVasive 1.9 $1.9M 46k 41.59
Horizon Therapeutics Pub L SHS 1.8 $1.8M 18k 102.85
Arconic 1.5 $1.5M 52k 29.58
Franchise Group 1.5 $1.5M 52k 28.64
Chinook Therapeutics 1.5 $1.5M 39k 38.42
Aerojet Rocketdy 1.5 $1.5M 27k 54.87
Absolute Software Corporation 1.0 $1.0M 89k 11.46
Iveric Bio 1.0 $1.0M 26k 39.34
Activision Blizzard 1.0 $1.0M 12k 84.30
Quotient Technology 1.0 $997k 260k 3.84
Neogames S A SHS 0.9 $957k 37k 26.12
Seagen 0.9 $938k 4.9k 192.46
PNM Resources (TXNM) 0.9 $922k 20k 45.10
Albertsons Cos Common Stock (ACI) 0.8 $822k 38k 21.82
iRobot Corporation (IRBT) 0.8 $794k 18k 45.25
Amedisys (AMED) 0.7 $749k 8.2k 91.44
Atlassian Corporation Cl A (TEAM) 0.6 $653k 3.9k 167.81
Fortinet (FTNT) 0.6 $649k 8.6k 75.59
Manhattan Associates (MANH) 0.6 $648k 3.2k 199.88
Autodesk (ADSK) 0.6 $648k 3.2k 204.61
Kennametal (KMT) 0.6 $646k 23k 28.39
Yext (YEXT) 0.6 $646k 57k 11.31
Monolithic Power Systems (MPWR) 0.6 $645k 1.2k 540.23
Palantir Technologies Cl A (PLTR) 0.6 $645k 42k 15.33
Scorpio Tankers SHS (STNG) 0.6 $620k 13k 47.23
Vmware Cl A Com 0.6 $599k 4.2k 143.69
Tegna (TGNA) 0.6 $596k 37k 16.24
Lakeland Ban 0.6 $566k 42k 13.39
stock 0.6 $562k 5.3k 106.09
Extreme Networks (EXTR) 0.5 $535k 21k 26.05
Clearwater Analytics Hldgs I Cl A (CWAN) 0.5 $532k 34k 15.87
Docusign (DOCU) 0.5 $526k 10k 51.09
Shockwave Med 0.5 $519k 1.8k 285.41
ResMed (RMD) 0.5 $512k 2.3k 218.50
Dropbox Cl A (DBX) 0.5 $511k 19k 26.67
Mongodb Cl A (MDB) 0.5 $505k 1.2k 410.99
Forgerock Cl A 0.5 $502k 25k 20.54
Illinois Tool Works (ITW) 0.5 $499k 2.0k 250.16
4068594 Enphase Energy (ENPH) 0.5 $492k 2.9k 167.48
Arista Networks (ANET) 0.5 $487k 3.0k 162.06
Skyworks Solutions (SWKS) 0.5 $484k 4.4k 110.69
Alliance Data Systems Corporation (BFH) 0.5 $479k 15k 31.39
Spirit Airlines (SAVE) 0.5 $479k 28k 17.16
Novanta (NOVT) 0.5 $469k 2.5k 184.10
Solaredge Technologies (SEDG) 0.5 $466k 1.7k 269.05
Dynatrace Com New (DT) 0.5 $466k 9.0k 51.47
Stryker Corporation (SYK) 0.5 $465k 1.5k 305.09
Tower Semiconductor Shs New (TSEM) 0.5 $465k 12k 37.52
Hubspot (HUBS) 0.4 $455k 855.00 532.09
Carvana Cl A (CVNA) 0.4 $447k 17k 25.92
Carpenter Technology Corporation (CRS) 0.4 $445k 7.9k 56.13
Qualys (QLYS) 0.4 $443k 3.4k 129.17
Clear Secure Com Cl A (YOU) 0.4 $438k 19k 23.17
Paylocity Holding Corporation (PCTY) 0.4 $428k 2.3k 184.53
Amplitude Com Cl A (AMPL) 0.4 $422k 38k 11.00
Ingersoll Rand (IR) 0.4 $421k 6.4k 65.36
Edwards Lifesciences (EW) 0.4 $421k 4.5k 94.33
Inmode SHS (INMD) 0.4 $417k 11k 37.35
Adobe Systems Incorporated (ADBE) 0.4 $415k 849.00 488.99
Donaldson Company (DCI) 0.4 $412k 6.6k 62.51
Kla Corp Com New (KLAC) 0.4 $409k 844.00 485.02
The Trade Desk Com Cl A (TTD) 0.4 $409k 5.3k 77.22
Black Knight 0.4 $407k 6.8k 59.73
Broadridge Financial Solutions (BR) 0.4 $403k 2.4k 165.63
A. O. Smith Corporation (AOS) 0.4 $394k 5.4k 72.78
Inari Medical Ord (NARI) 0.4 $393k 6.8k 58.14
Ringcentral Cl A (RNG) 0.4 $393k 12k 32.73
Fiverr Intl Ord Shs (FVRR) 0.4 $387k 15k 26.01
Ameriprise Financial (AMP) 0.4 $379k 1.1k 332.16
Silicon Motion Technology Sponsored Adr (SIMO) 0.4 $376k 5.2k 71.86
Pagseguro Digital Com Cl A (PAGS) 0.4 $370k 39k 9.44
Asana Cl A (ASAN) 0.4 $368k 17k 22.04
Dolby Laboratories Com Cl A (DLB) 0.4 $364k 4.4k 83.68
Box Cl A (BOX) 0.4 $362k 12k 29.38
Taylor Morrison Hom (TMHC) 0.4 $362k 7.4k 48.77
Altair Engr Com Cl A (ALTR) 0.4 $362k 4.8k 75.84
BlackRock (BLK) 0.4 $359k 519.00 691.14
Affiliated Managers (AMG) 0.4 $358k 2.4k 149.89
Medpace Hldgs (MEDP) 0.3 $352k 1.5k 240.17
Datadog Cl A Com (DDOG) 0.3 $352k 3.6k 98.38
MGM Resorts International. (MGM) 0.3 $350k 8.0k 43.92
Baxter International (BAX) 0.3 $348k 7.6k 45.56
Varonis Sys (VRNS) 0.3 $343k 13k 26.65
Cavco Industries (CVCO) 0.3 $341k 1.2k 295.00
Lam Research Corporation (LRCX) 0.3 $339k 528.00 642.86
IDEXX Laboratories (IDXX) 0.3 $334k 664.00 502.23
Williams-Sonoma (WSM) 0.3 $333k 2.7k 125.14
Suncor Energy (SU) 0.3 $331k 11k 29.32
Nxp Semiconductors N V (NXPI) 0.3 $330k 1.6k 204.68
Mastercard Incorporated Cl A (MA) 0.3 $328k 835.00 393.30
Ansys (ANSS) 0.3 $328k 994.00 330.27
Hyatt Hotels Corp Com Cl A (H) 0.3 $328k 2.9k 114.58
AmerisourceBergen (COR) 0.3 $328k 1.7k 192.43
Healthequity (HQY) 0.3 $328k 5.2k 63.14
Marathon Petroleum Corp (MPC) 0.3 $328k 2.8k 116.60
Chewy Cl A (CHWY) 0.3 $327k 8.3k 39.47
Marathon Digital Holdings In (MARA) 0.3 $327k 24k 13.86
Insight Enterprises (NSIT) 0.3 $324k 2.2k 146.34
Textron (TXT) 0.3 $323k 4.8k 67.63
Valero Energy Corporation (VLO) 0.3 $322k 2.7k 117.30
Jabil Circuit (JBL) 0.3 $319k 3.0k 107.93
Sprout Social Com Cl A (SPT) 0.3 $319k 6.9k 46.16
IDEX Corporation (IEX) 0.3 $317k 1.5k 215.26
Duolingo Cl A Com (DUOL) 0.3 $309k 2.2k 142.94
Quanterix Ord (QTRX) 0.3 $308k 14k 22.55
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $308k 3.7k 83.92
Lincoln Electric Holdings (LECO) 0.3 $307k 1.5k 198.63
Knowles (KN) 0.3 $307k 17k 18.06
Power Integrations (POWI) 0.3 $306k 3.2k 94.67
Blue Owl Capital Com Cl A (OWL) 0.3 $306k 26k 11.65
Blink Charging (BLNK) 0.3 $300k 50k 5.99
Paypal Holdings (PYPL) 0.3 $300k 4.5k 66.73
Exponent (EXPO) 0.3 $299k 3.2k 93.32
Zoom Video Communications In Cl A (ZM) 0.3 $297k 4.4k 67.88
Otis Worldwide Corp (OTIS) 0.3 $296k 3.3k 89.01
ConocoPhillips (COP) 0.3 $295k 2.8k 103.61
Orion Engineered Carbons (OEC) 0.3 $295k 14k 21.22
Guess? (GES) 0.3 $294k 15k 19.45
Zim Integrated Shipping Serv SHS (ZIM) 0.3 $293k 24k 12.39
Fisker Cl A Com Stk (FSRNQ) 0.3 $291k 52k 5.64
Nordson Corporation (NDSN) 0.3 $290k 1.2k 248.18
Littelfuse (LFUS) 0.3 $289k 991.00 291.31
Viper Energy Partners Com Unt Rp Int 0.3 $288k 11k 26.83
Fabrinet SHS (FN) 0.3 $287k 2.2k 129.88
Axcelis Technologies Com New (ACLS) 0.3 $285k 1.6k 183.33
Xerox Holdings Corp Com New (XRX) 0.3 $283k 19k 14.89
Plexus (PLXS) 0.3 $283k 2.9k 98.24
Gap (GAP) 0.3 $281k 31k 8.93
Tenable Hldgs (TENB) 0.3 $280k 6.4k 43.55
Graphic Packaging Holding Company (GPK) 0.3 $278k 12k 24.03
Cleveland-cliffs (CLF) 0.3 $276k 17k 16.76
Enerplus Corp 0.3 $275k 19k 14.47
Paycom Software (PAYC) 0.3 $273k 851.00 321.24
General Dynamics Corporation (GD) 0.3 $270k 1.3k 215.15
Cheesecake Factory Incorporated (CAKE) 0.3 $268k 7.8k 34.58
Jacobs Engineering Group (J) 0.3 $268k 2.3k 118.89
Trimble Navigation (TRMB) 0.3 $266k 5.0k 52.94
Civitas Resources Com New (CIVI) 0.3 $265k 3.8k 69.37
Marriott Vacations Wrldwde Cp (VAC) 0.3 $263k 2.1k 122.72
Federated Hermes CL B (FHI) 0.3 $261k 7.3k 35.85
First Horizon National Corporation (FHN) 0.3 $261k 23k 11.27
Engagesmart Common Stock 0.3 $260k 14k 19.09
Domino's Pizza (DPZ) 0.3 $259k 769.00 336.99
Janus Henderson Group Ord Shs (JHG) 0.3 $259k 9.5k 27.25
Armstrong World Industries (AWI) 0.3 $259k 3.5k 73.46
Okta Cl A (OKTA) 0.3 $255k 3.7k 69.35
Leggett & Platt (LEG) 0.2 $253k 8.5k 29.62
Mueller Industries (MLI) 0.2 $252k 2.9k 87.28
La-Z-Boy Incorporated (LZB) 0.2 $251k 8.8k 28.64
Yeti Hldgs (YETI) 0.2 $251k 6.5k 38.84
Stoneco Com Cl A (STNE) 0.2 $251k 20k 12.74
Allegion Ord Shs (ALLE) 0.2 $251k 2.1k 120.02
MercadoLibre (MELI) 0.2 $250k 211.00 1184.60
Tyler Technologies (TYL) 0.2 $249k 598.00 416.47
Liveramp Holdings (RAMP) 0.2 $249k 8.7k 28.56
Chipotle Mexican Grill (CMG) 0.2 $248k 116.00 2139.00
Mettler-Toledo International (MTD) 0.2 $248k 189.00 1311.64
Suncoke Energy (SXC) 0.2 $247k 31k 7.87
Airbnb Com Cl A (ABNB) 0.2 $247k 1.9k 128.16
Penn National Gaming (PENN) 0.2 $242k 10k 24.03
Amkor Technology (AMKR) 0.2 $242k 8.1k 29.75
Caterpillar (CAT) 0.2 $242k 983.00 246.05
Dht Holdings Shs New (DHT) 0.2 $242k 28k 8.53
PacWest Ban 0.2 $242k 30k 8.15
Visteon Corp Com New (VC) 0.2 $241k 1.7k 143.61
Synchrony Financial (SYF) 0.2 $241k 7.1k 33.92
Proto Labs (PRLB) 0.2 $241k 6.9k 34.96
Bank Ozk (OZK) 0.2 $240k 6.0k 40.16
Marathon Oil Corporation (MRO) 0.2 $240k 10k 23.02
Cathay General Ban (CATY) 0.2 $239k 7.4k 32.19
Lockheed Martin Corporation (LMT) 0.2 $237k 514.00 460.38
Hilton Worldwide Holdings (HLT) 0.2 $236k 1.6k 145.55
Alarm Com Hldgs (ALRM) 0.2 $234k 4.5k 51.68
Meritage Homes Corporation (MTH) 0.2 $234k 1.6k 142.27
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $234k 2.5k 91.83
Topbuild (BLD) 0.2 $233k 877.00 266.02
Perficient (PRFT) 0.2 $232k 2.8k 83.33
Veeco Instruments (VECO) 0.2 $230k 9.0k 25.68
H&E Equipment Services (HEES) 0.2 $229k 5.0k 45.75
Intuit (INTU) 0.2 $228k 497.00 458.19
Cincinnati Financial Corporation (CINF) 0.2 $227k 2.3k 97.32
ePlus (PLUS) 0.2 $227k 4.0k 56.30
Masco Corporation (MAS) 0.2 $227k 4.0k 57.38
Xylem (XYL) 0.2 $226k 2.0k 112.62
Harmonic (HLIT) 0.2 $224k 14k 16.17
D.R. Horton (DHI) 0.2 $222k 1.8k 121.69
Lennar Corp Cl A (LEN) 0.2 $221k 1.8k 125.31
Genpact SHS (G) 0.2 $221k 5.9k 37.57
Fastenal Company (FAST) 0.2 $220k 3.7k 58.99
Nano X Imaging Ord Shs (NNOX) 0.2 $219k 14k 15.49
Appfolio Com Cl A (APPF) 0.2 $219k 1.3k 172.14
Addus Homecare Corp (ADUS) 0.2 $219k 2.4k 92.70
The Aarons Company (AAN) 0.2 $216k 15k 14.14
American Eagle Outfitters (AEO) 0.2 $216k 18k 11.80
Bandwidth Com Cl A (BAND) 0.2 $215k 16k 13.68
Tfii Cn (TFII) 0.2 $215k 1.9k 113.96
Marriott Intl Cl A (MAR) 0.2 $215k 1.2k 183.69
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.2 $215k 4.5k 47.79
Adaptive Biotechnologies Cor (ADPT) 0.2 $213k 32k 6.71
Janus International Group In Common Stock (JBI) 0.2 $211k 20k 10.66
Weatherford Intl Ord Shs (WFRD) 0.2 $211k 3.2k 66.42
Microchip Technology (MCHP) 0.2 $210k 2.3k 89.59
Victorias Secret And Common Stock (VSCO) 0.2 $209k 12k 17.43
Pulte (PHM) 0.2 $207k 2.7k 77.68
Victory Cap Hldgs Com Cl A (VCTR) 0.2 $206k 6.5k 31.54
Under Armour Cl A (UAA) 0.2 $205k 28k 7.22
Ethan Allen Interiors (ETD) 0.2 $204k 7.2k 28.28
Now (DNOW) 0.2 $204k 20k 10.36
Doximity Cl A (DOCS) 0.2 $204k 6.0k 34.02
General Motors Company (GM) 0.2 $204k 5.3k 38.56
Mednax (MD) 0.2 $203k 14k 14.21
Haemonetics Corporation (HAE) 0.2 $203k 2.4k 85.14
Preferred Bk Los Angeles Ca Com New (PFBC) 0.2 $203k 3.7k 54.99
Tree (TREE) 0.2 $202k 9.2k 22.11
Exp World Holdings Inc equities (EXPI) 0.2 $202k 10k 20.28
Raytheon Technologies Corp (RTX) 0.2 $202k 2.1k 97.96
Verisign (VRSN) 0.2 $201k 891.00 225.97
Bentley Sys Com Cl B (BSY) 0.2 $200k 3.7k 54.23
Repay Hldgs Corp Com Cl A (RPAY) 0.2 $198k 25k 7.83
Century Aluminum Company (CENX) 0.2 $195k 22k 8.72
Chargepoint Holdings Com Cl A (CHPT) 0.2 $192k 22k 8.79
Redfin Corp (RDFN) 0.2 $186k 15k 12.42
Liberty Energy Com Cl A (LBRT) 0.2 $183k 14k 13.37
Goodrx Hldgs Com Cl A (GDRX) 0.2 $178k 32k 5.52
Pulmonx Corp (LUNG) 0.2 $173k 13k 13.11
Adeia (ADEA) 0.2 $165k 15k 11.01
Herman Miller (MLKN) 0.2 $164k 11k 14.78
Clarus Corp (CLAR) 0.1 $148k 16k 9.14
Cricut Com Cl A (CRCT) 0.1 $146k 12k 12.20
Quantumscape Corp Com Cl A (QS) 0.1 $146k 18k 7.99
Cushman Wakefield SHS (CWK) 0.1 $145k 18k 8.18
Designer Brands Cl A (DBI) 0.1 $144k 14k 10.10
Freyr Battery SHS 0.1 $144k 15k 9.35
Ecovyst (ECVT) 0.1 $140k 12k 11.46
Golub Capital BDC (GBDC) 0.1 $135k 10k 13.50
1 800 Flowers Cl A (FLWS) 0.1 $134k 17k 7.80
Frontier Group Hldgs (ULCC) 0.1 $132k 14k 9.67
Vivid Seats Com Cl A (SEAT) 0.1 $130k 16k 7.92
Luminar Technologies Com Cl A (LAZR) 0.1 $123k 18k 6.88
Stagwell Com Cl A (STGW) 0.1 $109k 15k 7.21
Ihs Holding Ord Shs (IHS) 0.1 $108k 11k 9.78
Nerdwallet Com Cl A (NRDS) 0.1 $104k 11k 9.41
Lifestance Health Group (LFST) 0.1 $98k 11k 9.13
Perimeter Solutions Sa Common Stock (PRM) 0.1 $97k 16k 6.15
Golden Ocean Group Shs New (GOGL) 0.1 $96k 13k 7.55
Algoma Stl Group (ASTL) 0.1 $89k 13k 7.10
Commscope Hldg (COMM) 0.1 $74k 13k 5.63
Tattooed Chef Com Cl A (TTCFQ) 0.0 $29k 53k 0.55