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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $152.3M Q1 2024 Q2 2024: $136.0M Q2 2024 Q3 2024: $153.7M Q3 2024 Q4 2024: $96.0M Q4 2024 Q1 2025: $85.6M Q1 2025 Q2 2025: $61.2M Q2 2025 Q3 2025: $71.9M Q3 2025 Q4 2025: $37.6M Q4 2025 Q1 2026: $32.8M Q1 2026 Q2 2026: $48.1M $48.1M Q2 2026

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
DEC Diversified Energy Co. 0.34% 11,805 $164K New
DOLE Dole PLC 0.33% 11,710 $161K New
LXU LSB Industries Inc. 0.31% 13,927 $151K Reduce -9.8%
KODK Eastman Kodak Co. 0.31% 16,095 $149K New
HE Hawaiian Electric Inds 0.30% 10,562 $143K New
CARS Cars.com Inc. 0.29% 12,952 $142K New
PERI Perion Network Ltd. 0.29% 14,467 $140K New
OI O-I Glass Inc. 0.28% 13,850 $133K New
ARCO Arcos Dorados Holdings Inc. Class A 0.27% 16,075 $130K Reduce -17.1%
ASAN Asana Inc. Class A 0.26% 17,980 $126K New
AVAH Aveanna Healthcare Holdings 0.26% 14,603 $125K Reduce -38.7%
VERX Vertex Inc. Class A 0.26% 10,693 $123K New
TDOC Teladoc Health Inc. 0.26% 14,462 $123K New
LBTYA Liberty Global Ltd. Class A 0.25% 10,727 $122K New
TE T1 Energy Inc. 0.25% 12,578 $119K New
ASPI Asp Isotopes Inc. 0.24% 18,606 $116K New
AGNT Agnt Inc. 0.24% 21,208 $115K New
CRSR Corsair Gaming Inc. 0.24% 11,849 $115K New
DV Doubleverify Holdings Inc. 0.24% 10,478 $114K Add +1.4%
AIRJ Airjoule Technologies Corp. 0.24% 20,482 $113K New
WEAV Weave Communications Inc. 0.22% 17,999 $108K New
ACVA Acv Auctions Inc. Class A 0.22% 14,889 $107K New
ASTL Algoma Steel Group Inc. 0.22% 25,736 $104K New
EXK Endeavour Silver Corp. 0.21% 11,991 $99K New
RYAM Rayonier Advanced Materials 0.21% 12,569 $99K New
LUMN Lumen Technologies Inc. 0.19% 11,909 $91K Reduce -22.8%
TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC 0.19% 46,642 $90K No change
ASPN Aspen Aerogels Inc. 0.18% 13,949 $88K New
JBI Janus International Group Inc. 0.18% 15,910 $88K New
SRI Stoneridge Inc. 0.18% 11,956 $88K New
OEC Orion SA 0.18% 12,905 $86K New
PAYO Payoneer Global Inc. 0.17% 11,784 $84K New
MATV Mativ Holdings Inc. 0.17% 10,480 $79K Reduce -40.6%
FNKO Funko Inc. Class A 0.16% 12,749 $75K New
EAF Graftech International Ltd. 0.14% 11,676 $69K New
SMWB Similarweb Ltd. 0.13% 10,337 $63K New
TBLA Taboola.com Ltd. 0.11% 11,030 $55K New
COTY Coty Inc. Class A 0.08% 16,965 $37K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 138$48.1MXLF, QRVO, NWE, WBS, AES
Q1 2026 86$32.8MIMXI, CSGS, PRA, WTRG, NWE
Q4 2025 99$37.6MEA, IMXI, PRA, CSGS, NWE
Q3 2025 204$71.9MIWM, SCS, FYBR, PRA, QQQ
Q2 2025 170$61.2MIWM, RDUS, FYBR, ALE, PRA
Q1 2025 229$85.6MEVRI, ALE, ENFN, IPG, ANSS
Q4 2024 239$96.0MHTLF, CHX, K, DFS, ALTR
Q3 2024 318$153.7MHTLF, IWM, AAN, STER, NVEI
Q2 2024 341$136.0MCERE, SWN, ETRN, HES, HTLF
Q1 2024 348$152.3MSWN, ERF, PXD, HES, SP