Olympiad Research LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Olympiad Research LP reported 138 stock positions worth $48.1 million. Its top holding was SS Financial Select Sector (XLF) at 4.1% of the portfolio, followed by Qorvo (QRVO, 3.4%) and Northwestern Energy (NWE, 3.4%). Compared with Q1 2026, it opened 102 new positions, sold out of 50, added to 10 and reduced 12. The biggest buy was a new position in NCR Atleos (NATL) and the biggest sale an exit from CSG Systems Intl (CSGS).
- Most Recent 13F
- Q2 2026
- Location
- Stamford, CT
- CIK
- 0001787147
- Portfolio Value
- $48.1M (Q2 2026)
- SEC Filing
- 0001172661-26-002784 ↗ filed Jul 24, 2026
Holdings Value
Holdings 138 stocks · $48.1M
| XLF SS Financial Select Sector | 4.10% | 36,707 | $2.0M | Add +80.2% |
| QRVO Qorvo Inc. | 3.43% | 17,666 | $1.6M | Add +13.1% |
| NWE Northwestern Energy Group Inc. | 3.41% | 22,848 | $1.6M | No change |
| WBS Webster Financial Corp. | 3.34% | 21,029 | $1.6M | No change |
| AES AES Corp. | 3.12% | 102,389 | $1.5M | Add +190.4% |
| NATL NCR Atleos Corp. | 3.03% | 33,542 | $1.5M | New |
| WTRG Essential Utilities Inc. | 3.01% | 37,813 | $1.4M | No change |
| PEN Penumbra Inc. | 2.88% | 4,389 | $1.4M | No change |
| EA Electronic Arts Inc. | 2.13% | 4,983 | $1.0M | No change |
| OGN Organon & Co. | 2.12% | 75,358 | $1.0M | New |
| TECH Bio-Techne Corp. | 2.08% | 14,154 | $1000K | New |
| D Dominion Energy Inc. | 2.08% | 14,618 | $998K | New |
| ROKU Roku Inc. | 2.08% | 7,225 | $998K | New |
| RMAX Re/Max Holdings Inc. Class A | 2.02% | 98,559 | $972K | New |
| SLAB Silicon Laboratories Inc. | 1.66% | 3,639 | $795K | Add +50.0% |
| VAL Valaris Ltd. | 1.61% | 10,634 | $772K | No change |
| IHS Ihs Holding Ltd. | 1.56% | 91,241 | $752K | Reduce -2.4% |
| UNF Unifirst Corp. | 1.56% | 2,839 | $751K | Add +55.2% |
| AGL Agilon Health Inc. | 1.22% | 5,489 | $588K | New |
| MU Micron Technology Inc. | 1.18% | 493 | $569K | New |
| FRMI Fermi Inc. | 1.18% | 61,863 | $567K | New |
| IMXI International Money Express | 1.07% | 35,587 | $514K | Reduce -64.6% |
| TXNM TXNM Energy Inc. | 1.02% | 8,663 | $492K | Reduce -51.0% |
| SNDK Sandisk Corp. | 1.02% | 215 | $489K | New |
| WBD Warner Bros Discovery Inc. | 0.98% | 17,699 | $472K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.95% | 622 | $458K | New |
| AVT Avnet Inc. | 0.95% | 5,156 | $458K | New |
| CNC Centene Corp. | 0.88% | 6,617 | $425K | Reduce -11.5% |
| STX Seagate Technology Holdings | 0.75% | 375 | $362K | New |
| PZZA Papa John's Intl Inc. | 0.73% | 9,513 | $350K | No change |
| FTRE Fortrea Holdings Inc. | 0.72% | 19,888 | $346K | Reduce -50.2% |
| UCTT Ultra Clean Holdings Inc. | 0.72% | 2,423 | $345K | New |
| AMP Ameriprise Financial Inc. | 0.68% | 710 | $326K | Add +44.3% |
| GPI Group 1 Automotive Inc. | 0.65% | 1,072 | $312K | New |
| SXC Suncoke Energy Inc. | 0.63% | 37,574 | $302K | New |
| SMCI Super Micro Computer Inc. | 0.63% | 10,239 | $300K | New |
| MOH Molina Healthcare Inc. | 0.61% | 1,292 | $295K | New |
| SSYS Stratasys Ltd. | 0.61% | 34,034 | $291K | No change |
| LZ Legalzoomcom Inc. | 0.58% | 45,455 | $279K | Add +121.0% |
| DINO HF Sinclair Corp. | 0.58% | 3,980 | $277K | New |
| VOYA Voya Financial Inc. | 0.57% | 3,026 | $274K | New |
| CI The Cigna Group | 0.56% | 982 | $271K | Reduce -1.8% |
| AMN Amn Healthcare Services Inc. | 0.56% | 8,243 | $267K | New |
| ORCL Oracle Corp. | 0.55% | 1,815 | $266K | New |
| BHF Brighthouse Financial Inc. | 0.55% | 4,193 | $265K | No change |
| BPOP Popular Inc. | 0.55% | 1,607 | $264K | New |
| TER Teradyne Inc. | 0.55% | 544 | $263K | New |
| TPC Tutor Perini Corp. | 0.54% | 3,131 | $260K | New |
| INGM Ingram Micro Holding Corp. | 0.54% | 9,422 | $258K | New |
| GPK Graphic Packaging Holding Co. | 0.52% | 23,597 | $249K | New |
| SNX TD Synnex Corp. | 0.52% | 932 | $249K | New |
| MPC Marathon Petroleum Corp. | 0.52% | 968 | $247K | New |
| LEA Lear Corp. | 0.51% | 1,839 | $247K | New |
| GVA Granite Construction Inc. | 0.51% | 1,559 | $246K | New |
| PAGS Pagseguro Digital Ltd. Class A | 0.51% | 27,216 | $246K | Add +143.7% |
| HY Hyster-Yale Inc. | 0.51% | 7,012 | $246K | New |
| HIMS Hims & Hers Health Inc. | 0.51% | 7,066 | $245K | New |
| PBF PBF Energy Inc. Class A | 0.50% | 5,322 | $242K | New |
| MET Metlife Inc. | 0.49% | 2,757 | $233K | New |
| ACM Aecom | 0.49% | 3,340 | $233K | New |
| ADNT Adient PLC | 0.48% | 12,608 | $232K | New |
| PHR Phreesia Inc. | 0.48% | 22,453 | $231K | New |
| VISN Vistance Networks Inc. | 0.48% | 18,001 | $230K | New |
| ALK Alaska Air Group Inc. | 0.48% | 4,402 | $230K | New |
| ERII Energy Recovery Inc. | 0.48% | 25,396 | $229K | New |
| LUV Southwest Airlines Co. | 0.47% | 4,394 | $226K | New |
| ASTH Astrana Health Inc. | 0.47% | 4,854 | $225K | New |
| FLEX Flex Ltd. | 0.47% | 1,383 | $224K | New |
| JBL Jabil Inc. | 0.47% | 581 | $224K | New |
| LNC Lincoln National Corp. | 0.46% | 6,313 | $223K | New |
| C Citigroup Inc. | 0.46% | 1,588 | $222K | New |
| TSN Tyson Foods Inc. Class A | 0.46% | 3,859 | $221K | New |
| CWH Camping World Holdings Inc. Class A | 0.46% | 28,776 | $220K | New |
| MAN Manpowergroup Inc. | 0.46% | 6,492 | $219K | New |
| DK Delek US Holdings Inc. | 0.45% | 4,300 | $218K | New |
| LGN Legence Corp. Class A | 0.45% | 2,563 | $218K | New |
| NTGR Netgear Inc. | 0.45% | 9,272 | $217K | New |
| BBSI Barrett Business SVCS Inc. | 0.45% | 6,053 | $215K | New |
| AIP Arteris Inc. | 0.44% | 4,387 | $213K | New |
| HAFN Hafnia Ltd. | 0.44% | 32,029 | $213K | New |
| EXTR Extreme Networks Inc. | 0.44% | 6,558 | $212K | Reduce -38.0% |
| NVDA Nvidia Corp. | 0.44% | 1,060 | $212K | New |
| DELL Dell Technologies -C | 0.44% | 487 | $210K | New |
| MEI Methode Electronics Inc. | 0.43% | 10,976 | $208K | New |
| APPS Digital Turbine Inc. | 0.43% | 15,919 | $205K | New |
| TNDM Tandem Diabetes Care Inc. | 0.42% | 13,534 | $204K | New |
| KMT Kennametal Inc. | 0.42% | 5,809 | $204K | New |
| GS Goldman Sachs Group Inc. | 0.42% | 201 | $203K | New |
| KR Kroger Co. | 0.42% | 3,657 | $203K | New |
| BCC Boise Cascade Co. | 0.42% | 2,601 | $202K | New |
| CRNC Cerence Inc. | 0.40% | 17,046 | $193K | Add +37.8% |
| NTSK Netskope Inc. Class A | 0.38% | 16,790 | $184K | New |
| SGRY Surgery Partners Inc. | 0.38% | 10,912 | $183K | No change |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.38% | 31,191 | $181K | New |
| HLMN Hillman Solutions Corp. | 0.37% | 21,184 | $179K | New |
| ULCC Frontier Group Holdings Inc. | 0.37% | 22,392 | $177K | New |
| PD Pagerduty Inc. | 0.37% | 18,351 | $177K | No change |
| KD Kyndryl Holdings Inc. | 0.36% | 15,148 | $171K | New |
| KELYA Kelly Services Inc. Class A | 0.36% | 13,904 | $171K | New |
| SFL SFL Corp. Ltd. | 0.34% | 16,223 | $165K | New |
Portfolio Sells Q1 2026 → Q2 2026
| CSGS CSG Systems Intl Inc. | Sold out | 0.00% | −4.78 |
| PRA Proassurance Corp. | Sold out | 0.00% | −4.71 |
| IMXI International Money Express | Reduce -64.6% | 1.07% | −3.77 |
| CTLP Cantaloupe Inc. | Sold out | 0.00% | −2.48 |
| TXNM TXNM Energy Inc. | Reduce -51.0% | 1.02% | −2.13 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −1.75 |
| CCRN Cross Country Healthcare Inc. | Sold out | 0.00% | −1.52 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −1.13 |
| ONDS Ondas Inc. | Sold out | 0.00% | −1.09 |
| GM General Motors Co. | Sold out | 0.00% | −1.07 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.89 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.87 |
| CR Crane Co. | Sold out | 0.00% | −0.87 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.81 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.79 |
| IHS Ihs Holding Ltd. | Reduce -2.4% | 1.56% | −0.78 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.76 |
| QUBT Quantum Computing Inc. | Sold out | 0.00% | −0.74 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.73 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.72 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.71 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −0.71 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.70 |
| CENX Century Aluminum Company | Sold out | 0.00% | −0.70 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.69 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.68 |
| F Ford Motor Co. | Sold out | 0.00% | −0.65 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.65 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.64 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.63 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.63 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.62 |
| ACMR Acm Research Inc. Class A | Sold out | 0.00% | −0.62 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.61 |
| PGY Pagaya Technologies Ltd. Class A | Sold out | 0.00% | −0.61 |
| BOOM DMC Global Inc. | Sold out | 0.00% | −0.61 |
| PRCH Porch Group Inc. | Sold out | 0.00% | −0.52 |
| ADTN Adtran Holdings Inc. | Sold out | 0.00% | −0.47 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.47 |
| FTRE Fortrea Holdings Inc. | Reduce -50.2% | 0.72% | −0.43 |
| SONO Sonos Inc. | Sold out | 0.00% | −0.41 |
| LXU LSB Industries Inc. | Reduce -9.8% | 0.31% | −0.39 |
| PBI Pitney Bowes Inc. | Sold out | 0.00% | −0.39 |
| EVLV Evolv Technologies Holdings | Sold out | 0.00% | −0.37 |
| VYX NCR Voyix Corp. | Sold out | 0.00% | −0.33 |
| MATV Mativ Holdings Inc. | Reduce -40.6% | 0.17% | −0.30 |
| RPC Ridgepost Capital Inc. Class A | Sold out | 0.00% | −0.29 |
| NB Niocorp Developments Ltd. | Sold out | 0.00% | −0.28 |
| CGNT Cognyte Software Ltd. | Sold out | 0.00% | −0.27 |
| BTG B2GOLD Corp. | Sold out | 0.00% | −0.26 |
Portfolio Buys Q1 2026 → Q2 2026
| NATL NCR Atleos Corp. | New | 3.03% | +3.03 |
| OGN Organon & Co. | New | 2.12% | +2.12 |
| TECH Bio-Techne Corp. | New | 2.08% | +2.08 |
| D Dominion Energy Inc. | New | 2.08% | +2.08 |
| ROKU Roku Inc. | New | 2.08% | +2.08 |
| RMAX Re/Max Holdings Inc. Class A | New | 2.02% | +2.02 |
| AES AES Corp. | Add +190.4% | 3.12% | +1.61 |
| AGL Agilon Health Inc. | New | 1.22% | +1.22 |
| MU Micron Technology Inc. | New | 1.18% | +1.18 |
| FRMI Fermi Inc. | New | 1.18% | +1.18 |
| XLF SS Financial Select Sector | Add +80.2% | 4.10% | +1.03 |
| SNDK Sandisk Corp. | New | 1.02% | +1.02 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.95% | +0.95 |
| AVT Avnet Inc. | New | 0.95% | +0.95 |
| STX Seagate Technology Holdings | New | 0.75% | +0.75 |
| UCTT Ultra Clean Holdings Inc. | New | 0.72% | +0.72 |
| GPI Group 1 Automotive Inc. | New | 0.65% | +0.65 |
| SXC Suncoke Energy Inc. | New | 0.63% | +0.63 |
| SMCI Super Micro Computer Inc. | New | 0.63% | +0.63 |
| MOH Molina Healthcare Inc. | New | 0.61% | +0.61 |
| DINO HF Sinclair Corp. | New | 0.58% | +0.58 |
| VOYA Voya Financial Inc. | New | 0.57% | +0.57 |
| AMN Amn Healthcare Services Inc. | New | 0.56% | +0.56 |
| ORCL Oracle Corp. | New | 0.55% | +0.55 |
| BPOP Popular Inc. | New | 0.55% | +0.55 |
| TER Teradyne Inc. | New | 0.55% | +0.55 |
| TPC Tutor Perini Corp. | New | 0.54% | +0.54 |
| INGM Ingram Micro Holding Corp. | New | 0.54% | +0.54 |
| GPK Graphic Packaging Holding Co. | New | 0.52% | +0.52 |
| SNX TD Synnex Corp. | New | 0.52% | +0.52 |
| MPC Marathon Petroleum Corp. | New | 0.52% | +0.52 |
| LEA Lear Corp. | New | 0.51% | +0.51 |
| GVA Granite Construction Inc. | New | 0.51% | +0.51 |
| HY Hyster-Yale Inc. | New | 0.51% | +0.51 |
| HIMS Hims & Hers Health Inc. | New | 0.51% | +0.51 |
| PBF PBF Energy Inc. Class A | New | 0.50% | +0.50 |
| MET Metlife Inc. | New | 0.49% | +0.49 |
| ACM Aecom | New | 0.49% | +0.49 |
| ADNT Adient PLC | New | 0.48% | +0.48 |
| PHR Phreesia Inc. | New | 0.48% | +0.48 |
| VISN Vistance Networks Inc. | New | 0.48% | +0.48 |
| ALK Alaska Air Group Inc. | New | 0.48% | +0.48 |
| ERII Energy Recovery Inc. | New | 0.48% | +0.48 |
| LUV Southwest Airlines Co. | New | 0.47% | +0.47 |
| ASTH Astrana Health Inc. | New | 0.47% | +0.47 |
| FLEX Flex Ltd. | New | 0.47% | +0.47 |
| JBL Jabil Inc. | New | 0.47% | +0.47 |
| LNC Lincoln National Corp. | New | 0.46% | +0.46 |
| C Citigroup Inc. | New | 0.46% | +0.46 |
| TSN Tyson Foods Inc. Class A | New | 0.46% | +0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $48.1M | XLF, QRVO, NWE, WBS, AES |
| Q1 2026 | 86 | $32.8M | IMXI, CSGS, PRA, WTRG, NWE |
| Q4 2025 | 99 | $37.6M | EA, IMXI, PRA, CSGS, NWE |
| Q3 2025 | 204 | $71.9M | IWM, SCS, FYBR, PRA, QQQ |
| Q2 2025 | 170 | $61.2M | IWM, RDUS, FYBR, ALE, PRA |
| Q1 2025 | 229 | $85.6M | EVRI, ALE, ENFN, IPG, ANSS |
| Q4 2024 | 239 | $96.0M | HTLF, CHX, K, DFS, ALTR |
| Q3 2024 | 318 | $153.7M | HTLF, IWM, AAN, STER, NVEI |
| Q2 2024 | 341 | $136.0M | CERE, SWN, ETRN, HES, HTLF |
| Q1 2024 | 348 | $152.3M | SWN, ERF, PXD, HES, SP |